Like BQuotes

closed 1/28/2008 via BusinessWire

Moody's Corporation, acquired BQuotes

See 182 Comparable Transactions
synopsis: Moody’s Corporation has acquired BQuotes, a global provider of price discovery tools and end-of-day pricing services for a wide range of fixed income securities. BQuotes’ innovative product line will be integrated into Moody’s Analytics’ new suite of pricing and valuation products.
buyer: Moody's Corporation (MCO:$6,218.00)
Moody's Corporation is the parent company of Moody's Investors Service, a leading provider of credit ratings, research and analysis covering debt instruments and securities in the global capital markets, Moody's Economy.com, a provider of economic research and data services and Moody's KMV. "
 target: BQuotes
BQuotes provides closing, market-to-market data for the over the counter (OTC) markets. The company focuses on offering price discovery software; and market-to-market data for the over the counter (OTC) markets in a range of OTC asset classes.
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announced 5/2/2018 via BNC Analysis

CVC Capital Partners, will acquire OANDA Corporation

See 351 Comparable Transactions
synopsis: CVC Capital Partners (CVC) will acquire all of the outstanding equity of OANDA. OANDA® is a global online retail trading platform, currency data and analytics company. OANDA's award-winning technology enables clients to trade currencies, equity indices, commodities, treasuries and precious metals.
buyer: CVC Capital Partners
CVC Capital Partners is a leading private equity and investment advisory firm. Founded in 1981, CVC today has a network of 23 offices and approximately 450 employees throughout Asia, Europe and the U.S. "
 target: OANDA Corporation
OANDA® is a global online retail trading platform, currency data and analytics company. OANDA's award-winning technology and institutional-grade execution across a wide range of asset classes, enables clients to trade currencies, equity indices, commodities, treasuries and precious metals.
price ($mm)
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closed 4/4/2016 via BNC Analysis

Simply Wall St, acquired Capp.io

See 222 Comparable Transactions
synopsis: Sydney fintech startup Simply Wall St has announced its first acquisition, picking up Atlanta, Georgia startup Capp.io. Like its Australian counterpart, Capp.io looks to make research around investment easy for the self-directed retail investor.
buyer: Simply Wall St
Simply Wall St is a Sydney based startup that helps people become better investors by turning complicated financial data into easy to understand infographics. Their goal is to empower retail investors to make profitable non-emotional long term investment decisions. "
 target: Capp.io
Capp.io is a simple stock research tool to help validate ideas for millennial investors. Lead growth, user experience and product feedback.
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closed 1/27/2005 via BusinessWire

INVESTools, Inc., acquired Prophet Financial Systems, Inc.

See 222 Comparable Transactions
synopsis: INVESTools Inc., the market leader in fulfilling the lifelong education needs of self-directed investors, announced the acquisition of Prophet.Net and Prophet Financial Systems, a software development company located in Palo Alto, CA that creates Web-based products enabling active investors to use technical analysis to trade more profitably.
buyer: INVESTools, Inc. (:$170.33)
INVESTools Inc. is a global leader in investor education. The Company offers a full range of investor education products and services that provide lifelong learning in a variety of delivery formats. "
 target: Prophet Financial Systems, Inc.
Prophet Financial Systems provides financial content and innovative web-based software applications to help online investors make more profitable trading decisions. The company provides products and services with capabilities that were once available exclusively to professional traders and institut
price ($mm)
$7.90
rev ($mm)
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closed 6/3/2008 via finextra.com

Technology Crossover Ventures, purchased a minority stake in MarketAxess Holdings, Inc.

See 331 Comparable Transactions
synopsis: Private equity firm Technology Crossover Ventures (TCV) is acquiring a minority stake in US electronic bond trading network MarketAxess for an aggregate purchase price of $35 million.
buyer: Technology Crossover Ventures
Technology Crossover Ventures (TCV), founded in 1995, is a leading provider of growth capital to technology companies, providing funds to expansion, late-stage private, and public companies. "
 target: MarketAxess Holdings, Inc. (MKTX:$615.14)
MarketAxess operates one of the leading platforms for the electronic trading of corporate bonds and certain other types of fixed-income securities, serving as an electronic platform through which our institutional investor clients can access the liquidity provided by our broker-dealer clients.
price ($mm)
$35*
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announced 2/19/2021 via BusinessWire

280 CapMarkets will be merged with Incapital,

See 381 Comparable Transactions
synopsis: Incapital, a leading underwriter and distributor of fixed income and market-linked securities, and 280 CapMarkets, a technology company providing best execution trading support and price transparency, announced they are merging to create InspereX.
buyer: Incapital
Incapital was founded in 1999 and is a leading underwriter and distributor of securities to more than 500 broker dealers, institutions, asset managers, RIAs and banks. "
 target: 280 CapMarkets
280 CapMarkets is a financial technology company focused on delivering best execution support and price transparency to advisors, institutional investors, and issuers in the fixed income markets.
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closed 10/10/2007 via BusinessWire

Prosoft Engineering, purchased “BlueChip” stock tracking software from Eyenovation Multimedia LLC

See 366 Comparable Transactions
synopsis: Prosoft Engineering, Inc. has agreed to acquire Eyenovation Multimedia LLC’s “BlueChip” stock tracking software for the purpose of consolidating the user base into Prosoft’s soon to debut application, “Stox.”
buyer: Prosoft Engineering
Established in 1985, Prosoft Engineering, Inc. specializes in creating professional quality software designed to be easily used by both novice and expert users. Prosoft started out as an engineering services company doing contract development work for Apple and most key Mac OS developers. "
 seller: Eyenovation Multimedia LLC
Eyenovation Multimedia, LLC, a multimedia agency, provides graphic design and multimedia development services in southern California. It offers Web development services, print design, including identity development and multi-page documents, media solutions, and Web hosting services.
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closed 8/29/2008 via BusinessWire

IntercontinentalExchange, acquired Creditex Group Inc.

See 291 Comparable Transactions
synopsis: Internet Capital Group, Inc. announced that the sale of its partner company, Creditex Group Inc., to IntercontinentalExchange, Inc., a leading operator of global derivatives exchanges and over-the-counter markets, was consummated on August 29, 2008.
buyer: IntercontinentalExchange (ICE:$9,168.00)
IntercontinentalExchange operates the leading global, electronic marketplace for trading both futures and OTC energy contracts. ICE offers a range of contracts based on crude oil and refined products, natural gas, power and emissions. "
 target: Creditex Group Inc.
Creditex Group, Inc., an interdealer broker, operates an e-trading platform for executing and processing credit derivatives to traders at financial institutions.
price ($mm)[EV]
$474 [$433]
rev ($mm)
$183
EBITDA ($mm)
$29
EV / rev
2.4x
EV / EBITDA
15.4x
closed 5/24/2017 via BNC Analysis

MergerMarket Group, acquired TIM Group

See 415 Comparable Transactions
synopsis: Mergermarket Group, a BC Partners portfolio company, announced that it has acquired TIM Group. Established in 2002 and headquartered in London, TIM Group specialises in the electronic delivery of equity trade ideas and investment recommendations through its independent distribution platform.
buyer parent: BC Partners
buyer: MergerMarket Group
Mergermarket Group is a global media company providing investment banks, advisory professionals, fund managers, private equity firms, industry and corporate professionals with forward-looking intelligence, analysis and data. "
 target: TIM Group
TIM Group connects financial industry professionals with its proprietary network and technology, revolutionizing how investment advice is distributed, analysed and monetized. TIM Group network analyses and measures trade idea performance, facilitating compliance in line with MiFID II requirements.
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closed 4/22/2009 via Market Wire

Pipeline Trading Systems LLC, acquired 3D Markets, Inc.

See 350 Comparable Transactions
synopsis: Pipeline Financial Group, Inc., a global leader in block execution systems, announced that it has acquired the assets of 3D Markets, Inc., including the Archangel Blind-Bid Cross™. Archangel™ established the first block options execution system.
buyer: Pipeline Trading Systems LLC
Pipeline Trading Systems LLC is a broker/dealer and operator of Pipeline, an alternative trading system. Pipeline enables institutions and brokerage firms to trade blocks of NYSE, AMEX, and NASDAQ listed issues; ADRs; and exchange traded funds, as well as facilitates interaction between traders. "
 target: 3D Markets, Inc.
3D Markets, Inc. creates and develops software and networks to provide innovative solutions aimed at assisting institutional investors by adding liquidity to existing options markets.
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closed 3/2/2016 via PR Newswire

TradeWeb Group LLC, acquired CodeStreet LLC

See 211 Comparable Transactions
synopsis: Tradeweb Markets, a leading builder and operator of global fixed income and derivatives marketplaces, announced that it has acquired CodeStreet LLC, a leader in data-driven trade identification and workflow management software development.
buyer parent: Thomson Reuters
buyer: TradeWeb Group LLC
Tradeweb Markets builds and operates many of the world's most efficient financial marketplaces, providing market participants greater efficiency in fixed income, derivatives and ETFs. Tradeweb pioneered straight-through-processing in fixed income and supports marketplaces. "
 target: CodeStreet LLC
CodeStreet has delivered leading fixed income front-office solutions to enhance riskless and risk-reducing business for the world's largest global banks and regional dealer community. CodeStreet technology helps bank and broker dealers by identifying previously overlooked trading opportunities.
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closed 4/8/2016 via Company Press Release

LineData Services, acquired Derivation Software

See 535 Comparable Transactions
synopsis: Linedata, the global solutions provider dedicated to the investment management, insurance and credit industries, completed the acquisition of Derivation, a leading specialist provider of risk, analytics, and portfolio management solutions to institutional and hedge fund managers.
buyer: LineData Services (ENXTPA:LIN:$197.04)
Linedata is a global solutions provider dedicated to the investment management and credit community. Linedata applies its market and client insight to provide innovative and flexible mission-critical software and services that help its clients grow in over 50 countries. "
 target: Derivation Software
Derivation provides market-leading integrated accounting, trading and risk management solutions. Derivation was established in 1996, its founders having spent the previous 10 years developing derivative trading & risk management systems at ABN AMRO and NatWest Markets.
price ($mm)
rev ($mm)
$3
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 2/15/2007 via

INVESTools, Inc. merged with thinkorswim Group, Inc.,

See 365 Comparable Transactions
synopsis: INVESTools Inc., the market leader in fulfilling the lifelong education needs of self-directed investors, and thinkorswim Group Inc., a leading online brokerage platform serving the execution needs of self-directed investors, have signed a definitive agreement to merge the two companies in a transaction valued at approximately $340 million.
buyer: thinkorswim Group, Inc. (:$371.80)
thinkorswim is a leading online brokerage company specializing in options that also offers customers a broad range of products including equities, futures, mutual funds, and bonds. "
 target: INVESTools, Inc. (:$170.33)
INVESTools Inc. is a global leader in investor education. The Company offers a full range of investor education products and services that provide lifelong learning in a variety of delivery formats.
price ($mm)
$340
rev ($mm)
$45
EBITDA ($mm)
EV / rev
7.5x
EV / EBITDA
closed 11/19/2014 via Company Press Release

OptionsCity Software, Inc., acquired Optionshop, LLC

See 187 Comparable Transactions
synopsis: OptionsCity Software, a global provider of electronic trading solutions for professional futures and options traders, announced the acquisition of Optionshop, a futures-options trading technology company that provides a set of cloud-based APIs to allow businesses to access market data and utilize account management and risk controls.
buyer: OptionsCity Software, Inc.
OptionsCity Software powers the trading, risk management and analytics needs of professional futures and options traders, market-makers and financial institutions worldwide. OptionsCity’s diverse suite of powerful tools includes Metro, its flagship electronic trading and market-making platform. "
 target: Optionshop, LLC
Optionshop is dedicated to bringing the best experience of equity options trading platforms to the world of futures options. They offer all GLOBEX products and give individual investors the ability to directly participate in commodity markets without high fees.
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announced 4/21/2011 via PR Newswire

GAIN Capital Holdings, Inc., will acquire dbFX

See 186 Comparable Transactions
synopsis: GAIN Capital, a provider of online trading services, has reached an agreement with Deutsche Bank AG to acquire dbFX, Deutsche Bank's retail foreign exchange trading business. The agreement also provides for the referral of retail forex clients from Deutsche Bank to GAIN Capital over the two-year period following the closing of the transaction.
buyer: GAIN Capital Holdings, Inc. (GCAP:$213.30)
GAIN Capital Holdings is a global provider of online trading services. Its innovative trading technology provides market access and highly automated trade execution services across multiple asset classes, including foreign exchange, contracts for difference (CFDs) and exchange-based products. "
 target parent: Deutsche Bank AG
target: dbFX
dbFX is Deutsche Bank's retail foreign exchange trading business. Since dbFX was launched in 2006, volumes on the platform have grown every year culminating with full year 2010 volumes being 56 percent higher than full year 2009 volumes.
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closed 2/6/2008 via Company Press Release

City Index Group Limited, acquired FX Solutions LLC

See 208 Comparable Transactions
synopsis: City Index Group, a leading provider of retail derivative trading services including Contracts for Difference and foreign exchange, is pleased to announce the acquisition of FX Solutions LLC in an all equity transaction.
buyer parent: Intercapital Private Group Ltd.
buyer: City Index Group Limited
City Index is a leading provider of CFD, foreign exchange, options and, in the UK, spread betting services. The Group trades primarily under the City Index, Finspreads and IFX brands and also provides a fully outsourced white label solution to numerous partners. "
 target parent: Francisco Partners
target: FX Solutions LLC
FX Solutions LLC, provides a proprietary Internet-based foreign exchange trading platform to retail traders, and serves as a market maker and principal counterparty in the retail foreign exchange market.
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closed 4/2/2007 via PR Newswire

Francisco Partners, acquired FX Solutions LLC

See 208 Comparable Transactions
synopsis: FX Solutions, a leader in the rapidly growing retail foreign exchange market, announced today that Francisco Partners, one of the world's largest technology-focused private equity investment firms, has invested in excess of $100 million to recapitalize the company.
buyer: Francisco Partners
Francisco Partners is one of the world's largest technology-focused private equity funds. The firm was founded to pursue structured investments in technology companies at strategic, technological, and operational inflection points. "
 target: FX Solutions LLC
FX Solutions LLC, provides a proprietary Internet-based foreign exchange trading platform to retail traders, and serves as a market maker and principal counterparty in the retail foreign exchange market.
price ($mm)
$100
rev ($mm)
EBITDA ($mm)
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closed 7/17/2006 via PR Newswire

TradeWeb Group LLC, acquired LeverTrade LLC

See 212 Comparable Transactions
synopsis: Thomson TradeWeb, the leading online marketplace for Fixed Income and Derivatives, and part of The Thomson Corporation, today announced the strategic acquisition of LeverTrade LLC, formerly Global Trade Technologies (GTT), a provider of web-based fixed-income management systems for the retail marketplace.
buyer parent: The Thomson Corporation
buyer: TradeWeb Group LLC
TradeWeb is the world's leading online trading network for fixed-income securities. TradeWeb offers a complete spectrum of services. You can view the largest fixed-income markets in real time via TradeWeb's premier Market Data. "
 target: LeverTrade LLC
LeverTrade LLC, formerly Global Trade Technologies, Inc. (GTT), is a leading provider of trade, order and inventory management software to the financial services industry.
price ($mm)
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announced 10/31/2021 via PR Newswire

7Ridge Limited, will acquire Trading Technologies International, Inc.

See 427 Comparable Transactions
synopsis: Trading Technologies International, Inc., (TT), a global provider of high-performance professional trading software, infrastructure and data solutions, has agreed to be acquired by UK-based 7RIDGE, a specialized growth equity firm invested in transformative technologies.
buyer: 7Ridge Limited
7RIDGE is a specialized growth equity firm based in the UK that invests in financial services and transformative technologies. "
 target: Trading Technologies International, Inc.
Trading Technologies creates professional trading software, infrastructure and data solutions for a wide variety of users, including proprietary traders, brokers, money managers, Commodity Trading Advisors (CTAs), hedge funds, commercial hedgers and risk managers.
price ($mm)
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announced 3/23/2021 via PR Newswire

Thoma Bravo, LLC, will acquire Calypso Technology Inc

See 602 Comparable Transactions
synopsis: Thoma Bravo is to acquire Calypso Technology, Inc. from international private equity group Bridgepoint and global growth investor Summit Partners. Calypso Technology, Inc. is a cloud-enabled provider of cross-asset front-to-back solutions and managed services for financial markets with over 40000 users in 60+ countries.
buyer: Thoma Bravo, LLC
Thoma Bravo is a leading private equity firm focused on the software and technology-enabled services sectors. Thoma Bravo partners with a company’s management team to implement operating best practices, invest in growth initiatives and make acquisitions intended to accelerate revenue and earnings. "
 target parent: Bridgepoint
target: Calypso Technology Inc
Calypso Technology, Inc. is a cloud-enabled provider of cross-asset front-to-back solutions and managed services for financial markets with over 40000 users in 60+ countries.
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Pages:  
closed 1/28/2008 via BusinessWire

Moody's Corporation, acquired BQuotes

See 182 Comparable Transactions
synopsis: Moody’s Corporation has acquired BQuotes, a global provider of price discovery tools and end-of-day pricing services for a wide range of fixed income securities. BQuotes’ innovative product line will be integrated into Moody’s Analytics’ new suite of pricing and valuation products.
buyer: Moody's Corporation (MCO:$6,218.00)
Moody's Corporation is the parent company of Moody's Investors Service, a leading provider of credit ratings, research and analysis covering debt instruments and securities in the global capital markets, Moody's Economy.com, a provider of economic research and data services and Moody's KMV. "
 target: BQuotes
BQuotes provides closing, market-to-market data for the over the counter (OTC) markets. The company focuses on offering price discovery software; and market-to-market data for the over the counter (OTC) markets in a range of OTC asset classes.
price ($mm)
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announced 4/19/2022 via BusinessWire

Moody's Corporation, will acquire Class y Asociados S.A.

See 18 Comparable Transactions
synopsis: Moody’s Corporation announced that it has agreed to acquire Class y Asociados S.A. Clasificadora de Riesgo (S.A.) (Class), a leading credit rating agency serving Peru’s domestic bond market. Based in Lima, Class covers Peruvian corporates, municipalities, banks, insurance companies, and other financial institutions.
buyer: Moody's Corporation (MCO:$6,218.00)
Moody’s is a global risk assessment firm that empowers organizations to make better decisions. Its data, analytical solutions and insights help decision-makers identify opportunities and manage the risks of doing business with others. "
 target: Class y Asociados S.A.
Class y Asociados S.A. is a leading credit rating agency serving Peru’s domestic bond market. Based in Lima, Class covers Peruvian corporates, municipalities, banks, insurance companies, and other financial institutions.
price ($mm)
rev ($mm)
$1
EBITDA ($mm)
$0
EV / rev
0.0x
EV / EBITDA
0.0x
closed 12/6/2021 via BNC Analysis

Moody's Analytics, Inc., acquired PassFort

See 3659 Comparable Transactions
synopsis: Moody’s has acquired London-based PassFort, a SaaS provider that helps business meet compliance requirements such as KYC (Know Your Customer) and AML (Anti-Money Laundering). Moody’s will integrate PassFort into its KYC business within Moody’s Analytics.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
 target: PassFort
London-based PassFort is a SaaS provider that helps business meet compliance requirements such as KYC (Know Your Customer) and AML (Anti-Money Laundering).
price ($mm)
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announced 12/6/2021 via BNC Analysis

Moody's Analytics, Inc., will acquire 360kompany AG

See 269 Comparable Transactions
synopsis: Moody’s plans to acquire 360kompany (kompany), the international leader in global business verification, providing advanced solutions to financial institutions and corporations around the world for all their Business KYC (or KYB) needs. Moody’s will integrate 360kompany into its KYC business within Moody’s Analytics.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
 target: 360kompany AG
Since 2012, kompany has been the international leader in global business verification, providing advanced solutions to financial institutions and corporations around the world for all their Business KYC (or KYB) needs.
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closed 11/3/2021 via BusinessWire

Moody's Analytics, Inc., acquired Bogard AB

See 2 Comparable Transactions
synopsis: Moody’s Corporation announced that it has acquired Bogard AB, a leading provider of data and information on politically exposed persons (PEPs) in the Nordic region. Bogard covers over 17,000 PEPs, relatives, and close associates across Sweden, Norway, Denmark, and Finland.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
 target: Bogard AB
Bogard AB is a leading provider of data and information on politically exposed persons (PEPs) in the Nordic region. Bogard covers over 17,000 PEPs, relatives, and close associates across Sweden, Norway, Denmark, and Finland.
price ($mm)
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closed 9/16/2021 via BNC Analysis

Moody's Analytics, Inc., acquired Risk Management Solutions

See 270 Comparable Transactions
synopsis: Moody's Corporation and Risk Management Solutions, Inc. (RMS) announced that Moody’s Analytics has acquired RMS, a leading global provider of climate and natural disaster risk modeling and analytics, from Daily Mail and General Trust plc.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
 target parent: Daily Mail and General Trust plc
target: Risk Management Solutions
Risk Management Solutions is a leading global provider of climate and natural disaster risk modeling and analytics. With over 400 risk models covering 120 countries, RMS is the world’s leading provider of climate and natural disaster risk modeling serving the global P&C and reinsurance industries.
price ($mm)
$1,983
rev ($mm)
$337
EBITDA ($mm)
$53
EV / rev
5.9x
EV / EBITDA
37.5x
announced 2/11/2021 via BusinessWire

Moody's Corporation, will acquire Cortera, Inc.

See 306 Comparable Transactions
synopsis: Moody’s Corporation, a global risk assessment firm, has entered into a definitive agreement to acquire Cortera, a leading provider of North American credit data and workflow solutions. The acquisition enhances Moody’s integrated risk assessment capabilities and significantly extends coverage in the small and medium enterprise (SME) segment.
buyer: Moody's Corporation (MCO:$6,218.00)
Moody’s is a global risk assessment firm that empowers organizations to make better decisions. Its data, analytical solutions and insights help decision-makers identify opportunities and manage the risks of doing business with others. "
 target parent: Volition Capital LLC
target: Cortera, Inc.
Cortera is a leading provider of North American credit data and workflow solutions. Cortera maintains one of the most comprehensive databases of credit information, featuring data and analytics on over 36 million companies.
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closed 1/4/2021 via BusinessWire

Moody's Analytics, Inc., acquired Catylist

See 23 Comparable Transactions
synopsis: Moody’s Corporation announced that it has acquired Catylist, Inc., a provider of commercial real estate (CRE) solutions for brokers. The acquisition advances Moody’s Analytics (MA) CRE platform, substantially enhancing its coverage of property-level data and expanding its range of analytical solutions to the broker market.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
 target: Catylist
Catylist builds customized commercial real estate technology, tailored to local markets. They create customized listings and research databases that serve as the most trusted sources for CRE information in every market. The commercial listing products serve more than 50 markets in North America.
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closed 12/7/2020 via BusinessWire

Moody's Analytics, Inc., acquired ZM Financial Systems, Inc.

See 101 Comparable Transactions
synopsis: Moody’s Corporation has acquired ZM Financial, a leading provider of risk and financial management software for the U.S. banking sector. The transaction advances Moody’s position as a leader in integrated risk assessment by broadening Moody’s Analytics’ suite of enterprise risk solutions, which help financial institutions make informed decisions.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
 target: ZM Financial Systems, Inc.
ZM Financial Systems (ZMFS) is a leading provider of risk and financial management software for the U.S. banking sector. ZMFS’ product suite delivers key systems and services that banks and other financial institutions use to model and manage risk, and to make fundamental business decisions.
price ($mm)
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closed 10/21/2020 via BusinessWire

Moody's Corporation, acquired Acquire Media Corporation

See 6 Comparable Transactions
synopsis: Moody’s Corporation announced the acquisition of Acquire Media (AM), an aggregator and distributor of curated real-time news, multimedia, data, and alerts, from Naviga, Inc., a leading provider of content engagement solutions for the global media industry.
buyer: Moody's Corporation (MCO:$6,218.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
 target parent: Vista Equity Partners
target: Acquire Media Corporation
Acquire Media is an advanced technology company that delivers news and multimedia with guaranteed reliability in formats that make content instantly usable and searchable. The company provides syndication and content services to customers in news media, digital publishing and financial services.
price ($mm)
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closed 3/2/2020 via BusinessWire

Moody's Corporation, acquired RBA International

See 7 Comparable Transactions
synopsis: Moody’s Corporation announced that it has acquired RBA International (RBA), a leading provider of online retail bank training and certifications. Based in London, RBA offers training programs that cover the breadth and depth of skills and knowledge needed to prepare bankers for the evolving retail banking landscape.
buyer: Moody's Corporation (MCO:$6,218.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
 target: RBA International
RBA International (RBA) is a leading provider of online retail bank training and certifications. Based in London, RBA offers training programs that cover the breadth and depth of skills and knowledge needed to prepare bankers for the evolving retail banking landscape.
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closed 2/13/2020 via Company Press Release

Moody's Corporation, acquired Regulatory DataCorp, Inc.

See 114 Comparable Transactions
synopsis: Moody’s Corporation announced that it has completed its acquisition of Regulatory DataCorp (RDC), a leading provider of anti-money laundering (AML) and know-your-customer (KYC) data and due diligence services.
buyer: Moody's Corporation (MCO:$6,218.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
 target parent: Vista Equity Partners
target: Regulatory DataCorp, Inc.
RDC (Regulatory DataCorp) delivers powerful, decision-ready intelligence and world-class risk and compliance protection, allowing global organizations to identify suspect entities, strengthen fraud protection, ensure regulatory compliance, and protect their brand equity.
price ($mm)
$700
rev ($mm)
EBITDA ($mm)
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closed 10/2/2019 via BusinessWire

Moody's Analytics, Inc., purchased ABS Suite from Deloitte LLP

See 256 Comparable Transactions
synopsis: Moody’s Corporation has acquired ABS Suite, a software platform used by issuers and trustees for the administration of asset-backed and mortgage-backed securities programs, from Deloitte & Touche LLP. ABS Suite supports various securitized asset classes including credit cards, mortgages, auto loans and leases, mobile-device payment plans and more.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
 seller: Deloitte LLP
Deloitte's ABS Suite is a software platform used by issuers and trustees for the administration of asset-backed and mortgage-backed securities programs. ABS Suite supports various securitized asset classes including credit cards, mortgages, auto loans and leases, mobile payment plans, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/25/2019 via BusinessWire

Moody's Corporation, acquired RiskFirst

See 201 Comparable Transactions
synopsis: Moody’s Corporation has acquired UK-based RiskFirst, a financial technology company providing risk analytic solutions for the asset management and pension fund communities. RiskFirst’s PFaroe platform is a leading risk solution for U.S. and U.K. defined benefit pension markets, supporting over 3,000 plans and more than $1.4 trillion in assets.
buyer: Moody's Corporation (MCO:$6,218.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
 target: RiskFirst
UK-based RiskFirst is a financial technology company providing modern technology solutions for Asset Owners, Consultants, Asset Managers, and Insurers. RiskFirst’s PFaroe DB uses modern technology to help the defined benefit (DB) pension industry improve the management of asset and liability risk.
price ($mm)
rev ($mm)
$21
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 7/24/2019 via BusinessWire

Moody's Corporation, acquired Four Twenty Seven, Inc.

See 43 Comparable Transactions
synopsis: Moody’s Corporation, an American business and financial services company, announced that it has acquired a majority stake in Four Twenty Seven, Inc., a leading provider of data, intelligence, and analysis related to physical climate risks.
buyer: Moody's Corporation (MCO:$6,218.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
 target: Four Twenty Seven, Inc.
Four Twenty Seven is an award-winning market research and advisory firm that brings climate intelligence into economic and financial decision-making.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/17/2019 via Market Watch

Equistone Partners Europe, will acquire Moody's Analytics Knowledge Services

See 299 Comparable Transactions
synopsis: Moody's Corp. has agreed to sell its Moody's Analytics Knowledge Services business to Equistone Partners Europe Ltd, a private-equity firm. Moody’s Analytics Knowledge Services is a leading provider of high-value research, analytics and business intelligence to the financial services sector. They are based in London, UK.
buyer: Equistone Partners Europe
Equistone Partners Europe is an independent investment firm that invests as a strategic partner alongside management teams. In each of their markets they look for strong businesses with the potential to grow, supported by their capital and guided by their experience. "
 target parent: Moody's Corporation
target: Moody's Analytics Knowledge Services
Based in London, UK, Moody’s Analytics Knowledge Services is a leading provider of high-value research, analytics and business intelligence to the financial services sector.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/15/2019 via BusinessWire

Moody's Corporation, acquired Vigeo Eiris

See 903 Comparable Transactions
synopsis: Moody’s Corporation announced that it has acquired a majority stake in Vigeo Eiris, an independent international provider of environmental, social and governance (ESG) research and services for investors and public & private organizations. Vigeo Eiris is based in France, with operations all over the world.
buyer: Moody's Corporation (MCO:$6,218.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
 target: Vigeo Eiris
Vigeo Eiris is an independent international provider of environmental, social and governance (ESG) research and services for investors and public & private organizations. Vigeo Eiris is based in France, with operations all over the world.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/30/2018 via BusinessWire

Moody's Corporation, will acquire Reis, Inc.

See 87 Comparable Transactions
synopsis: Moody’s Corporation is to acquire all outstanding shares of Reis, the nation's most trusted source for property and market intelligence, including vacancy rates, rent levels, cap rates, new construction, rent comparables, sales comparables, valuation estimates, and capital market trends.
buyer: Moody's Corporation (MCO:$6,218.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
 target: Reis, Inc. (REIS:$48.12)
Reis is the nation's most trusted source for property and market intelligence, including vacancy rates, rent levels, cap rates, new construction, rent comparables, sales comparables, valuation estimates, and capital market trends.
price ($mm)[EV]
$275 [$259]
rev ($mm)
$48
EBITDA ($mm)
$7
EV / rev
5.5x
EV / EBITDA
37.8x
closed 8/20/2018 via BusinessWire

Moody's Corporation, acquired Omega Performance Corp.

See 2 Comparable Transactions
synopsis: Moody’s Corporation announced that it has completed the acquisition of Omega Performance, a leading provider of online credit training. Founded in 1976 and based in Arlington, Virginia, Omega Performance is a business unit of TwentyEighty Inc.
buyer: Moody's Corporation (MCO:$6,218.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
 target parent: Providence Equity Partners Inc.
target: Omega Performance Corp.
Since 1976, Omega Performance has been the training partner of choice for financial service organizations worldwide, from community-based credit unions to international banks. They offer a wide range of online credit training courses to clients worldwide and serve more than 300 customers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/10/2017 via BusinessWire

Moody's Analytics, Inc., acquired Bureau van Dijk Electronic Publishing

See 99 Comparable Transactions
synopsis: Moody’s Corporation, an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets, announced that it has completed its acquisition of Bureau van Dijk, a global provider of business intelligence and company information.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
 target parent: EQT
target: Bureau van Dijk Electronic Publishing
Bureau van Dijk is a global provider of business intelligence and company information. They have information on over 220 million companies and cover all countries worldwide.
price ($mm)
$3,270
rev ($mm)
$281
EBITDA ($mm)
$144
EV / rev
11.6x
EV / EBITDA
22.7x
closed 2/15/2017 via BusinessWire

Moody's Analytics, Inc., purchased Structured Finance Data and Analytics Business from SCDM

See 325 Comparable Transactions
synopsis: Moody’s Corporation announced that it has acquired the structured finance data and analytics business of SCDM, a provider of analytical tools for participants in securitization markets. SCDM provides risk management services for banks and insurance companies investing in credit. SCDM, based in Frankfurt, serves a primarily European client base.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
 seller: SCDM
SCDM provides risk management services for banks and insurance companies investing in credit. Their business intelligence solution - ABSGate - is paired with the cash flow simulation engine - Cascade - one of the most advanced analytical platforms for structured credit investors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
Pages:  
closed 2/21/2008 via BusinessWire

Oliver Wyman, acquired Celent

See 342 Comparable Transactions
synopsis: Oliver Wyman, a leading international management consulting firm, announced today it has acquired Celent. Celent is a research and consulting firm focused on the global financial services industry. Celent’s operations will become a separate unit in Oliver Wyman’s financial services practice.
buyer parent: Marsh & McLennan Cos. Inc.
buyer: Oliver Wyman
With more than 2,500 professionals in over 40 cities around the globe, Oliver Wyman is the leading management consulting firm that combines deep industry knowledge with specialized expertise in strategy, operations, risk management, organizational transformation, and leadership development. "
 target: Celent
Celent is an independent, self-financed, and profitable firm dedicated to providing unbiased information and advice to financial services firms. Celent's analyst team is organized by financial services industry vertical: Banking, Securities & Investments, as well as Insurance.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/12/2007 via BusinessWire

SunGard Data Systems Inc., acquired The ASTEC Group

See 342 Comparable Transactions
synopsis: SunGard has acquired The ASTEC Group, a specialist research consultancy and provider of information products and analytics on securities finance. The acquisition, the terms of which were not disclosed, is not expected to have a material impact on SunGard’s financial results.
buyer: SunGard Data Systems Inc.
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. "
 target: The ASTEC Group
The ASTEC Consulting Group, Inc., a research company, provides information and analysis on securities finance, secured lending, and transitional economies. The company offers market models and peer review tools to analyze risks, returns, fees, and service quality.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/1/2005 via PR Newswire

Standard & Poor's Financial Information Group, acquired Vista Research, Inc.

See 342 Comparable Transactions
synopsis: Standard & Poor's, a division of The McGraw-Hill Companies, today announced that it has completed its previously announced acquisition of Vista Research, Inc., a leading provider of primary research. Terms were not disclosed.
buyer parent: The McGraw-Hill Companies, Inc.
buyer: Standard & Poor's Financial Information Group
Standard & Poor's, a division of The McGraw-Hill Companies, is the world's foremost provider of financial market intelligence, including independent credit ratings, indices, risk evaluation, investment research and data. "
 target: Vista Research, Inc.
Vista Research, Inc. provides institutional money managers and hedge funds with access to a broad network of top-quality industry practitioners who share fresh, field-level insights with Vista's clients.
price ($mm)
$34
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/11/2021 via BusinessWire

Moody's Corporation, will acquire Cortera, Inc.

See 306 Comparable Transactions
synopsis: Moody’s Corporation, a global risk assessment firm, has entered into a definitive agreement to acquire Cortera, a leading provider of North American credit data and workflow solutions. The acquisition enhances Moody’s integrated risk assessment capabilities and significantly extends coverage in the small and medium enterprise (SME) segment.
buyer: Moody's Corporation (MCO:$6,218.00)
Moody’s is a global risk assessment firm that empowers organizations to make better decisions. Its data, analytical solutions and insights help decision-makers identify opportunities and manage the risks of doing business with others. "
 target parent: Volition Capital LLC
target: Cortera, Inc.
Cortera is a leading provider of North American credit data and workflow solutions. Cortera maintains one of the most comprehensive databases of credit information, featuring data and analytics on over 36 million companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/27/2020 via BNC Analysis

Paynet, acquired Ansonia

See 43 Comparable Transactions
synopsis: Equifax, an American multinational consumer credit reporting agency has announced that the company has increased its leadership in commercial credit data solutions by acquiring Ansonia, a leading provider of business credit, collections, and account receivable (AR) data. Ansonia will be integrated into PayNet, an Equifax company.
buyer parent: Equifax, Inc.
buyer: Paynet
PayNet, an Equifax company, is the leading provider of credit ratings on small businesses enabling lenders to manage credit risk, grow earning assets and operate credit processes at a lower cost. "
 target: Ansonia
Ansonia Credit Data (Ansonia) is a leading provider of business credit, collections, and account receivable (AR) data used by financial institutions and other creditors and businesses in the transportation and logistics industries.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/14/2018 via BusinessWire

Falfurrias Capital, acquired Tax Guard

See 27 Comparable Transactions
synopsis: Falfurrias Capital Partners, a Charlotte-based private equity investment firm, has acquired Tax Guard, the leading provider of proprietary data and services that help lenders accurately assess tax-related credit risk associated with potential borrowers.
buyer: Falfurrias Capital
Falfurrias Capital Partners is a Charlotte-based private equity investment firm. The firm is focused on acquiring or investing in a diverse portfolio of growth-oriented middle-market companies. "
 target: Tax Guard
Headquartered in Boulder, Colorado, Tax Guard is the leading provider of proprietary data and services that help lenders accurately assess tax-related credit risk associated with potential borrowers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/17/2019 via Market Watch

Equistone Partners Europe, will acquire Moody's Analytics Knowledge Services

See 299 Comparable Transactions
synopsis: Moody's Corp. has agreed to sell its Moody's Analytics Knowledge Services business to Equistone Partners Europe Ltd, a private-equity firm. Moody’s Analytics Knowledge Services is a leading provider of high-value research, analytics and business intelligence to the financial services sector. They are based in London, UK.
buyer: Equistone Partners Europe
Equistone Partners Europe is an independent investment firm that invests as a strategic partner alongside management teams. In each of their markets they look for strong businesses with the potential to grow, supported by their capital and guided by their experience. "
 target parent: Moody's Corporation
target: Moody's Analytics Knowledge Services
Based in London, UK, Moody’s Analytics Knowledge Services is a leading provider of high-value research, analytics and business intelligence to the financial services sector.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/6/2013 via PE Hub

Asset International, Inc., will acquire Investor Economics

See 298 Comparable Transactions
synopsis: Asset International, which is backed by Austin Ventures, is buying Investor Economics. The deal is valued at $20 million to $25 million. Investor Economics, of Toronto, provides business intelligence data and research for Canadian banks, asset managers and brokerages.
buyer parent: Austin Ventures, L.P.
buyer: Asset International, Inc.
Asset International is a B2B information and technology company in the finance vertical which is transforming smaller traditional companies it has acquired into a high growth global business with a diverse set of new revenue streams: electronic data, tools, online media, research, and events. "
 target: Investor Economics
Investor Economics is a research firm that specializes in the fact-based measurement and analysis of Canada’s retail financial services and wealth management industry.
price ($mm)
$20
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/15/2017 via GlobeNewswire

TransUnion LLC, acquired FactorTrust

See 34 Comparable Transactions
synopsis: TransUnion announced the acquisition of FactorTrust, a provider of alternative credit data, analytics and risk scoring information that empowers lenders to make more informed decisions, and increases financial inclusion to a wider population of consumers.
buyer: TransUnion LLC (TRU:$3,009.80)
Transunion helps uncover unique stories, trends and insights behind each data point, using historical information as well as alternative data sources. This allows a variety of markets and businesses to better manage risk and consumers to better manage their credit, personal information and identity."
 target: FactorTrust
Since 2006, FactorTrust has provided the alternative credit data, analytics and risk scoring information that lenders need to make informed decisions about the consumers they want.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/18/2018 via PR Newswire

Equifax, Inc., acquired DataX

See 38 Comparable Transactions
synopsis: Equifax Inc, a global information solutions company, has acquired DataX, Ltd, a leading specialty finance credit reporting agency and alternative data provider to lenders nationwide. Through DataX, Equifax will help lenders expand credit access and broaden financial inclusion for more consumers, specifically in underbanked populations.
buyer: Equifax, Inc. (NYSE:EFX:$4,789.10)
Equifax is a global information solutions company that uses unique data, innovative analytics, technology and industry expertise to power organizations and individuals around the world by transforming knowledge into insights that help make more informed business and personal decisions. "
 target: DataX
DataX is an industry leading Fair Credit Reporting Act (FCRA) regulated specialty finance credit reporting agency (CRA) and alternative data provider offering premier financial management solutions to businesses through a suite of advanced products.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/28/2012 via PR Newswire

Equifax, Inc., acquired CSC Credit Services

See 62 Comparable Transactions
synopsis: Equifax Inc. completed the acquisition of of CSC Credit Services, Inc. CSC's credit services business provides consumer credit services and related information to banks, mortgage companies, retail establishments, the automotive industry, medical entities, utility companies and other users of financial and credit information.
buyer: Equifax, Inc. (NYSE:EFX:$4,789.10)
Equifax is a global leader in consumer and commercial information solutions, providing businesses of all sizes and consumers with information they can trust. Equifax organizes and assimilates data on more than 500 million consumers and 81 million businesses worldwide. "
 target parent: Computer Sciences Corporation
target: CSC Credit Services
CSC Credit Services, Inc. operates as a consumer reporting agency in the Midwestern and Central United States. The company provides credit services, such as consumer assistance, mortgage, electronic billing, business client file transfers, and secure file delivery system.
price ($mm)
$1,000
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/1/2012 via BNC Analysis

Crisil Limited, will acquire Coalition Development Ltd

See 196 Comparable Transactions
synopsis: Crisil has entered into an agreement to buy UK-headquartered Coalition Development Ltd. Coalition provides high-end analytics, mainly to leading global investment banks.
buyer parent: The McGraw-Hill Companies, Inc.
buyer: Crisil Limited
CRISIL is India's leading Ratings, Research, Risk and Policy Advisory Company. CRISIL's majority shareholder is Standard & Poor's. The company offers domestic and international customers a unique combination of local insights and global perspectives. "
 target: Coalition Development Ltd
Coalition provides high-end analytics, mainly to leading global investment banks. At Coalition, they believe their fundamental mission is to enable and inform the strategic business development of the world’s most advanced commercial entities.
price ($mm)
$45
rev ($mm)
$12
EBITDA ($mm)
EV / rev
3.6x
EV / EBITDA
closed 4/5/2012 via BusinessWire

Envestnet, Inc., acquired Prima Capital Holding, Inc.

See 196 Comparable Transactions
synopsis: Envestnet, Inc., announced the completion of its acquisition of Prima Capital Holding, Inc., a provider of investment manager due diligence, research applications, asset allocation modeling and multi-manager portfolios to the wealth management and retirement industries.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of technology-enabled wealth management solutions to financial advisors. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. "
 target parent: Broadridge Financial Solutions, Inc.
target: Prima Capital Holding, Inc.
Prima Capital Holding, Inc. is a leading provider of due diligence, research applications, asset allocation modeling, and multi-manager portfolios to the wealth management and retirement industries.
price ($mm)
$14
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/21/2009 via Company Press Release

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

See 266 Comparable Transactions
synopsis: The McGraw-Hill Companies announced the sale of Vista Research Inc., to Guidepoint Global, LLC, a leading provider of primary research services to investors around the world.
buyer: Guidepoint Global, LLC.
Established in 2003 as Clinical Advisors, Guidepoint Global is a global consulting and research firm that delivers superior, customized expertise and research tools to professionals in finance, professional services and industry. "
 target parent: The McGraw-Hill Companies, Inc.
target: Vista Research, Inc.
Vista Research, Inc. provides institutional money managers and hedge funds with access to a broad network of top-quality industry practitioners who share fresh, field-level insights with Vista's clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/14/2011 via Wall Street Journal

Moody's Corporation, acquired Copal Partners

See 641 Comparable Transactions
synopsis: Moody's Corporation announced that it has acquired a majority stake in the companies of Copal Partners. Copal's companies are among the world's leading providers of outsourced research and analytical services to institutional customers. Services provided include due diligence support, industry and company analyses, and more.
buyer: Moody's Corporation (MCO:$6,218.00)
Moody's Corporation is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
 target: Copal Partners
Copal Partners' companies are among the world's leading providers of outsourced research and analytical services to institutional customers. They provide a range of services to leading institutional investors, investment banks, private equity firms, hedge funds and corporations globally.
price ($mm)
rev ($mm)
$50
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
announced 10/27/2010 via BusinessWire

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

See 219 Comparable Transactions
synopsis: Concept Capital, a leading institutional broker and total solutions provider for global investment managers, announced that it has entered into an agreement to sell its Washington D.C. based research division, the Washington Research Group, to MF Global Holdings Ltd.
buyer: MF Global Holdings Ltd (MF:$2,233.57)
MF Global provides a range of services and support for a diverse client base that includes institutions, corporations and government entities, introducing brokers and other industry professionals, and individual investors and traders. "
 seller parent: Sanders Morris Harris Group Inc.
seller: Concept Capital
Washington Research Group is a 15-member policy analyst team providing institutional investors with insights about the impact of Washington policy on their investment decisions. The team's clients include the largest mutual funds and hedge funds in the country.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/10/2015 via BNC Analysis

Infonet Srl merged with Ribes S.p.A.,

See 105 Comparable Transactions
synopsis: Ribes S.p.A., a company that provides business information to Italian banks, has merged with Infonet Srl, a company that provides information on the reliability of its economic counterparts in order to optimize protection from the credit risk of banks, companies and professionals.
buyer parent: Tecnoinvestimenti S.p.A
buyer: Ribes S.p.A.
Ribes S.p.A. provides business information to Italian banks. The company was founded in 1995 and is based in Milan, Italy. They assess the value of real estate collateral during the granting of a loan. "
 target: Infonet Srl
Infonet is an innovative partner for over 15 years in the service sector of Business & Credit Information and provides information on the reliability of its economic counterparts in order to optimize protection from the credit risk of banks, companies and professionals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/22/2010 via PR Newswire

Irevna, acquired Pipal Research Corporation

See 248 Comparable Transactions
synopsis: Irevna, a division of Standard & Poor's subsidiary, CRISIL, will be expanding its capabilities through the acquisition of Pipal Research Corporation, a leading analytical outsourcing company. The acquisition further cements Irevna's leadership position as a global provider of high-end research and analytical off-shoring services.
buyer parent: The McGraw-Hill Companies, Inc.
buyer: Irevna
Irevna is a leading high-end research and analytical services provider for investment banks, insurance companies, asset management firms and other financial institutions. "
 target: Pipal Research Corporation
Pipal Research is a leading custom research firm delivering the highest quality financial and business research and quantitative analytics to organizations worldwide. Pipal brings value to its clients through high quality research and analysis that helps solve complex business problems.
price ($mm)
$13
rev ($mm)
$8
EBITDA ($mm)
EV / rev
1.6x
EV / EBITDA
closed 3/1/2006 via PR Newswire

Morningstar, Inc., acquired Ibbotson Associates

See 244 Comparable Transactions
synopsis: Morningstar, Inc., a leading provider of independent investment research, today announced it has completed its previously announced acquisition of Ibbotson Associates, a leading provider of asset allocation research and services, for approximately $83 million in cash, subject to adjustments for working capital and other items.
buyer: Morningstar, Inc. (MORN:$1,699.30)
Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, and commodities, in addition to foreign exchange and Treasury markets. "
 target: Ibbotson Associates
Ibbotson Associates was founded by Professor Roger Ibbotson in 1977. The company's business lines include investment advice; investment consulting and research; planning and analysis software; educational and marketing services; and a widely used line of NASD-reviewed presentation materials.
price ($mm)
$83
rev ($mm)
$42
EBITDA ($mm)
$3
EV / rev
2.0x
EV / EBITDA
24.4x
closed 5/17/2017 via GlobeNewswire

Coupa Software, acquired Riskopy, Inc.

See 43 Comparable Transactions
synopsis: Coupa Software, a leader in cloud-based spend management, announced that it has acquired substantially all of the assets of Riskopy, Inc. Riskopy is changing how financial services are delivered by providing data-driven insights on 100 million businesses.
buyer: Coupa Software (COUP:$458.37)
Coupa Software is the cloud platform for business spend. They deliver “Value as a Service” by helping their customers maximize their spend under management, achieve significant cost savings and drive profitability. "
 target: Riskopy, Inc.
Riskopy is changing how financial services are delivered by providing data-driven insights on 100 million businesses. Leveraging contextualized data, finance providers can accurately calculate the cost of capital, and monitor their portfolio for risks and opportunities.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
Pages:  

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Infront AS
Infront provides electronic trading solutions and real-time market data, news, and analytics covering financial key markets in all asset classes. Infront’s terminal, mobile apps and versatile electronic trading solutions connect professional users to their local and international markets.
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iFinix Corporation
iFinix Corporation
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
2011
rev ($mm)
$0.54
EBITDA ($mm)
($0.26)
EBIT ($mm)
($0.27)
Net Income ($mm)
Employees
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Ticker: GB:FFA.GB
 
 
 
 
 
 
 
 
FFastFill plc
FFastFill plc
FFastFill is the leading provider of Software as a Service to the global derivatives community, using the latest developments in technology to automate trade flow processes across a firm's front, middle and back offices.
year
2011
rev ($mm)
$24.91
EBITDA ($mm)
$6.69
EBIT ($mm)
$3.39
Net Income ($mm)
$2.90
Employees
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Ticker: FXIT
 
 
 
 
 
 
 
 
Forex International Trading Corp.
Forex International Trading Corp.
Forex International Trading develops the next generation of Forex trading platforms. 4XINT Trader is an advanced online trading platform for the Forex market.
year
2011
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
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Ticker: AIM:BRY
 
 
 
 
 
 
 
 
Brady plc
Brady plc
Brady plc is the leading provider of software solutions for global commodity trading. They offer a choice of trading and risk management applications designed to enable producers, financial organisations and trading companies to manage their commodity transactions in an integrated solution.
year
2017
rev ($mm)
$39.97
EBITDA ($mm)
($2.65)
EBIT ($mm)
($3.47)
Net Income ($mm)
Employees
253
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Ticker: ASX:REV
 
 
 
 
 
 
 
 
Real Estate Investar
Real Estate Investar
Real Estate Investar is an Australian provider of products and services for property investors. Real Estate Investar helps people to find, analyse and track investment properties. Their platform provides users with all the tools, data and information they need to invest in property successfully.
year
2019
rev ($mm)
$0.59
EBITDA ($mm)
($0.38)
EBIT ($mm)
($0.63)
Net Income ($mm)
Employees
0
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Ticker: MORN
 
 
 
 
 
 
 
 
Morningstar, Inc.
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.
year
2022
rev ($mm)
$1,699.30
EBITDA ($mm)
$411.60
EBIT ($mm)
$260.90
Net Income ($mm)
Employees
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Ticker: TSXV:ALY
 
 
 
 
 
 
 
 
AnalytixInsight
AnalytixInsight
AnalytixInsight Inc's Big Data Analytics platform helps transform data into narratives. Their flagship product Capital Cube provides high-quality financial research and content for investors, information providers, finance portals and media.
year
2016
rev ($mm)
$1.66
EBITDA ($mm)
($1.51)
EBIT ($mm)
($1.64)
Net Income ($mm)
Employees
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Ticker: SSNC
 
 
 
 
 
 
 
 
SS&C Technologies, Inc.
SS&C Technologies, Inc.
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry.
year
2021
rev ($mm)
$4,960.20
EBITDA ($mm)
$1,855.60
EBIT ($mm)
$1,213.70
Net Income ($mm)
$746.20
Employees
24600
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Ticker: OTCPK:INVU
 
 
 
 
 
 
 
 
Investview, Inc
Investview, Inc
Investview, Inc. is a New Jersey-based diversified financial technology organization. The Company operates primarily through its wholly- and majority-owned subsidiaries, to provide financial products and services to accredited investors, self-directed investors and select financial institutions.
year
2020
rev ($mm)
$25.68
EBITDA ($mm)
($6.49)
EBIT ($mm)
($8.46)
Net Income ($mm)
Employees
22
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Ticker: XTRA:NIIN
 
 
 
 
 
 
 
 
niiio finance group AG
niiio finance group AG
Germany-based Niiio finance group AG is a provider of cloud banking software with a focus on wealth management. As a "full-service provider", the company digitizes its customers' processes so that they can work efficiently, flexibly and legally.
year
2020
rev ($mm)
$3.09
EBITDA ($mm)
$2.27
EBIT ($mm)
$0.05
Net Income ($mm)
Employees
46
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Ticker: TSE:3491
 
 
 
 
 
 
 
 
GA technologies Co., Ltd
GA technologies Co., Ltd
GA technologies is a Japanese developer of real estate mobile apps and websites. Their Renosy app allows users to search for apartments and condos in Japan. Their Renosy Insight app allows real estate investors to manage their portfolio, simulate purchases and sales, manage contracts and more.
year
2020
rev ($mm)
$438.74
EBITDA ($mm)
$17.91
EBIT ($mm)
$11.95
Net Income ($mm)
$4.45
Employees
347
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Ticker: MCO
 
 
 
 
 
 
 
 
Moody's Corporation
Moody's Corporation
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets.
year
2022
rev ($mm)
$6,218.00
EBITDA ($mm)
$3,213.00
EBIT ($mm)
$2,956.00
Net Income ($mm)
Employees
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Ticker: MORN
 
 
 
 
 
 
 
 
Morningstar, Inc.
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.
year
2022
rev ($mm)
$1,699.30
EBITDA ($mm)
$411.60
EBIT ($mm)
$260.90
Net Income ($mm)
Employees
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Ticker: MSCI
 
 
 
 
 
 
 
 
MSCI Inc.
MSCI Inc.
MSCI is an independent provider of research-driven insights and tools for institutional investors. They have deep expertise in the areas of risk and performance measurement that is based on more than 40 years of academic research, real-world experience and collaboration with their clients.
year
2019
rev ($mm)
$1,476.56
EBITDA ($mm)
$767.41
EBIT ($mm)
$709.17
Net Income ($mm)
$579.85
Employees
3266
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Ticker: TRI
 
 
 
 
 
 
 
 
Thomson Reuters
Thomson Reuters
Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. They combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial and risk, legal, tax and more.
year
2022
rev ($mm)
$6,348.00
EBITDA ($mm)
$2,025.00
EBIT ($mm)
$1,255.00
Net Income ($mm)
Employees
0
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Ticker: JRJC
 
 
 
 
 
 
 
 
China Finance Online Co.
China Finance Online Co.
China Finance Online Co. Limited specializes in providing online financial and listed company data and information in China. Through its website the company offers subscription-based service packages that integrate financial and listed company data and information from multiple sources.
year
2015
rev ($mm)
$92.55
EBITDA ($mm)
$10.02
EBIT ($mm)
$8.19
Net Income ($mm)
$16.09
Employees
1500
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Ticker: FDS
 
 
 
 
 
 
 
 
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.
year
2021
rev ($mm)
$1,627.96
EBITDA ($mm)
$544.29
EBIT ($mm)
$475.67
Net Income ($mm)
$406.03
Employees
10898
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Ticker: NasdaqGM:COGT
 
 
 
 
 
 
 
 
Cogint, Inc.
Cogint, Inc.
Cogint is a data and analytics company providing cloud-based, mission-critical information and performance marketing solutions to enterprises in a variety of industries. They transform data into intelligence utilizing their proprietary technology platforms to solve complex problems for clients.
year
2017
rev ($mm)
$210.16
EBITDA ($mm)
($14.55)
EBIT ($mm)
($28.45)
Net Income ($mm)
Employees
200
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Ticker: NasdaqGS:VRSK
 
 
 
 
 
 
 
 
Verisk Analytics, Inc.
Verisk Analytics, Inc.
Verisk Analytics is a leading data analytics provider serving customers in insurance, natural resources, and financial services. Using advanced technologies to collect and analyze billions of records, Verisk Analytics provides first-to-market innovations that are integrated into customer workflows.
year
2021
rev ($mm)
$2,998.60
EBITDA ($mm)
$1,383.40
EBIT ($mm)
$1,137.30
Net Income ($mm)
$666.20
Employees
9367
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Ticker: 601519.SS
 
 
 
 
 
 
 
 
Shanghai Great Wisdom Co., Ltd.
Shanghai Great Wisdom Co., Ltd.
Great Wisdom provides services in the areas of financial database, real-time quotes transmission, real-time quotes reveal and investment analysis software, financial education system, information dissemination, Web and other areas of financial services platform.
year
2013
rev ($mm)
$92.77
EBITDA ($mm)
($76.41)
EBIT ($mm)
($68.57)
Net Income ($mm)
Employees
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Ticker: INIX.PK
 
 
 
 
 
 
 
 
iFinix Corporation
iFinix Corporation
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
2011
rev ($mm)
$0.54
EBITDA ($mm)
($0.26)
EBIT ($mm)
($0.27)
Net Income ($mm)
Employees
  • drill down
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Ticker: TSE:4483
 
 
 
 
 
 
 
 
JMDC Inc.
JMDC Inc.
JMDC Inc. offers information services. The Company provides medical data statistics, life insurance data statistics, health data platform management, and other services. JMDC provides its services throughout Japan.
year
2019
rev ($mm)
$91.75
EBITDA ($mm)
EBIT ($mm)
$13.68
Net Income ($mm)
$9.40
Employees
441
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Ticker: LSE:ERM
 
 
 
 
 
 
 
 
Euromoney Institutional Investor PLC
Euromoney Institutional Investor PLC
Euromoney Institutional Investor PLC is an international business-information group with more than 2,000 employees worldwide and a portfolio of over 30 businesses spanning price reporting, investment research, news and market analysis, and industry forums, institutes and events.
year
2021
rev ($mm)
$430.13
EBITDA ($mm)
$82.82
EBIT ($mm)
$45.09
Net Income ($mm)
Employees
2420
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Ticker: XTRA:G6P
 
 
 
 
 
 
 
 
Going Public Media
Going Public Media
Going Public Media AG engages in the publishing and distribution of newspapers and magazines. It specializes in the publications on venture capital, private equity, corporate finance, and small and medium capital research. The company was founded in 1998 and is based in Wolfratshausen, Germany.
year
2015
rev ($mm)
$2.97
EBITDA ($mm)
$0.21
EBIT ($mm)
$0.09
Net Income ($mm)
$0.14
Employees
23
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