Like CSI Global Education Inc.

closed 11/22/2010 via BusinessWire

Moody's Analytics, acquired CSI Global Education Inc.

synopsis: Moody’s Corporation announced that it has acquired CSI Global Education Inc., Canada’s leading provider of financial learning, credentials, and certification. CSI will operate within Moody’s Analytics, strengthening Moody’s capabilities for delivering credit training programs, research and analytical services, and risk management software.
buyer parent: Moody's Corporation
buyer: Moody's Analytics
Moody's Analytics is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
target parent: Onex Corporation
target: CSI Global Education Inc.
CSI is Canada’s leading provider of professional credentials and compliance solutions for the financial services industry. CSI is the exclusive provider of the Canadian Securities Course (CSC)®, the base requirement for qualification as a licensed securities dealer in Canada.
price ($mm)
$151
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/20/2019 via BNC Analysis

FinX, acquired Centre of Investment Education and Learning

synopsis: FinX, an Indian provider of integrated collaborative certification, has acquired a 51% stake in Centre of Investment Education and Learning (CIEL), an Indian learning solutions company focused on the investments and financial services sector. CIEL offers online courses and training programs for accounting, taxation, insurance, and more.
buyer: FinX
FinX is an Indian provider of integrated collaborative certification. FinX's Chartered Financial Expert (CFX) is a six-month short-term professional certification targeted at candidates who are looking for a successful career in the Banking, Financial Services and Insurance Industry. "
target: Centre of Investment Education and Learning
Centre of Investment Education and Learning (CIEL) is an Indian learning solutions company focused on competency building for the investments and financial services sector. CIEL offers online courses and training programs for accounting, taxation, insurance, stock broking, and more.
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closed 2/13/2019 via BusinessWire

TABB Group, acquired Securities Operations Forum

synopsis: TABB Group announced the acquisition of Securities Operations Forum from The Summit Group. Securities Operations Forum provides training courses, workshops, conferences, news and research to banks, broker/dealers, insurance companies, vendors, regulatory agencies and industry associations.
buyer: TABB Group
TABB Group is a financial markets research and strategic advisory firm focused on capital markets. TABB Group analyzes and quantifies the investing value chain from the fiduciary, investment manager, broker, exchange and custodian, as well as the operations that support them. "
target parent: The Summit Group
target: Securities Operations Forum
As an information center for operations professionals in the financial services industry, Securities Operations Forum provides training courses, workshops, conferences, news and research to banks, broker/dealers, insurance companies, vendors, regulatory agencies and industry associations.
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closed 1/24/2013 via Reuters

Fitch Ratings Ltd., acquired 7city Learning Ltd.

synopsis: Fitch Group announced it has acquired 7city Learning, a leading provider of learning and development solutions for the financial services industry. Fitch is combining 7city with its Fitch Training unit to form Fitch 7city Learning, a global leader in financial training.
buyer parent: Fimalac SA
buyer: Fitch Ratings Ltd. (:$693.00)
Fitch Group is a global provider of financial services, including credit ratings (Fitch Ratings), market analytics and services (Fitch Solutions) and enterprise risk management solutions (Algorithmics). "
target parent: Gresham LLP
target: 7city Learning Ltd.
7city Learning is a global training provider primarily servicing the financial services industry. The company provides industry-leading training and learning solutions to over 800 blue chip clients, including the global top 10 investment banks and 9 of the global top ten fund managers.
price ($mm)
rev ($mm)
$34
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 4/18/2018 via BNC Analysis

OneVue Holdings Limited, acquired No More Practice Education Pty Ltd

synopsis: OneVue announced the acquisition of online video learning platform No More Practice Education, a leader in digitally delivered education to financial advisers, accountants and brokers. No More Practice Education is a fully CPD-accredited, online learning business with a focus on high production values, engagement and learning from industry experts.
buyer: OneVue Holdings Limited
OneVue is a fintech company evolving the way Australians manage their investments in a digital environment. They provide wholesale services to the wealth management industry with a focus on superannuation. Their wealth management platforms help provide the ultimate end-to-end investment experience. "
target: No More Practice Education Pty Ltd
No More Practice Education is a fully CPD-accredited, online learning business for financial professionals with a focus on high production values, engagement and learning from the best industry experts. Their video led online learning resources are utilised by 22,000 finance professionals.
price ($mm)
$0.85
rev ($mm)
$1
EBITDA ($mm)
EV / rev
2.8x
EV / EBITDA
announced 10/10/2019 via PR Newswire

Broadridge Financial Solutions, Inc., will acquire Fi360, Inc.

synopsis: Broadridge Financial Solutions, a global Fintech leader and part of the S&P 500® Index, has entered into a purchase agreement to acquire Fi360, a leading provider of fiduciary-focused software, data and analytics for financial advisors and intermediaries across the retirement and wealth ecosystem.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,338.00)
Broadridge Financial Solutions is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry. "
target parent: Bluff Point Associates
target: Fi360, Inc.
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors' assets. They provide financial professionals with the tools necessary to act as a fiduciary in their work with investors.
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announced 5/12/2016 via Company Press Release

8I Holdings Limited, will acquire Value Investing College

synopsis: 8I Holdings Ltd has entered into a Share Swap Agreement to acquire 51% equity interest in Financial Joy Institute Pte Ltd (FJI). FJI provides financial and investment education through its main brand, Value Investing College, which conducts its signature Value Investing Bootcamp in Singapore, Malaysia, Taiwan, Thailand, Myanmar, India and Vietnam.
buyer: 8I Holdings Limited (ASX:8IH:$24.01)
8I Holdings Limited (8IH) is an investment holding company with two main business segments: investment in listed securities & private equity; as well as a business intelligence and investment network through its financial education & training hub. "
target: Value Investing College
Financial Joy Institute provides financial and investment education through its main brand, Value Investing College (VIC). VIC has been conducting its signature Value Investing Bootcamp in Singapore, Malaysia, Taiwan, Thailand, Myanmar, India and Vietnam with more than 1200 participants to date.
price ($mm)
$1.50*
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closed 11/10/2014 via PR Newswire

Priced In Corp., merged with Tigrent Inc.

synopsis: Tigrent Inc. and Priced In Corp. jointly announced that they had closed on a transaction whereby Priced in Corp. acquired the business of Tigrent Inc. in exchange for an 80% percent interest in Priced In Corp. Tigrent is a leading provider of tools and training programs that help customers acquire learning they can apply to accumulate wealth.
buyer: Priced In Corp.
Priced in Corp. is a shell company that does not currently have any material assets. "
target: Tigrent Inc.
Tigrent is a leading provider of tools and training programs that help customers acquire learning they can apply to accumulate wealth. Comprehensive instruction and mentorships are offered in real estate investing, financial instruments investing, entrepreneurship and personal finance.
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closed 10/29/2009 via PR Newswire

Success Resources International, acquired Capital Intelligence, Ltd.

synopsis: Singapore based Success Resources International acquired publicly traded financial education company Capital Intelligence Ltd. The acquisition of Capital Intelligence provides Success Resources with a listed vehicle to leverage emerging opportunities and provide a delivery platform for its large-scale seminar and conference programmes.
buyer: Success Resources International
Success Resources was founded in Singapore in 1993 by Richard Tan and has grown to become the leading seminar organiser in Asia. The company has been instrumental in bringing internationally acclaimed motivational speakers, such as Anthony Robbins, Robert Kiyosaki, to over 15 countries in Asia. "
target: Capital Intelligence, Ltd.
Capital Intelligence, Ltd. is an Australian financial services company that provides stock market education and training to retail clients.
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announced 4/28/2009 via BusinessWire

optionsXpress Holdings, Inc., will acquire Optionetics, Inc.

synopsis: optionsXpress Holdings, Inc. announced that it has signed a definitive agreement to acquire Optionetics, Inc. in an all cash transaction for approximately $20 million, plus additional cash consideration based on future performance. Optionetics, based in California and Sydney, Australia, is a leading provider of investment education services.
buyer: optionsXpress Holdings, Inc. (OXPS:$231.44)
optionsXpress Holdings, Inc. provides innovative securities brokerage products and services for investor education, strategy evaluation and trade execution. Through its subsidiaries optionsXpress, Inc., and brokersXpress LLC the company offers a wide range of investor tools. "
target: Optionetics, Inc.
Since 1993, Optionetics has provided investment education services, portfolio management techniques, market analysis and online trading tools to over 336,000 people from more than 50 countries.
price ($mm)
$18
rev ($mm)
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closed 1/10/2007 via BusinessWire

WebCE, acquired AplusOnlineCE.com

synopsis: WebCE, the nationwide provider of continuing education services for financial services professionals, has acquired APlusOnlineCE.com, a Newport News-based continuing education provider. The acquisition will strengthen WebCE’s curriculum for Certified Financial Planners® and gives APlusOnline customers access to WebCE’s 150 insurance CE courses.
buyer: WebCE
WebCE is a nationwide supplier of state-of-the-art continuing education courses to licensed insurance professionals and financial planners. WebCE provides an integrated suite of continuing education courses and testing services that are delivered either electronically or through traditional books. "
target: AplusOnlineCE.com
A Plus Online CE is dedicated to providing quality CFP® Continuing Education. Most of APlusOnlineCE's 60+ Certified Financial Planner Courses are also approved for state insurance CE.
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announced 7/13/2016 via PR Newswire

Mazars Group, will acquire Corality Financial Group

synopsis: Mazars, the independent international organization specializing in audit, accountancy, tax and consulting services, announced it is to acquire Corality Financial Group, a market leader in financial modelling, model audit and training.
buyer: Mazars Group
Mazars is an independent international organization specializing in audit, accountancy, tax, legal and advisory services. Mazars operates throughout the 77 countries that make up its integrated partnership. "
target: Corality Financial Group
Corality Financial Group is a boutique financial modelling consultancy and training course provider specializing in infrastructure, renewable energy, utilities and natural resources.
price ($mm)
rev ($mm)
$9
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 5/24/2006 via PR Newswire

Kaplan Inc., acquired Tribeca Learning Limited

synopsis: Kaplan, Inc., which is owned by The Washington Post Company, announced that it has completed its acquisition of Tribeca Learning Limited for approximately A$56 million. The scheme of arrangement has been formally approved by Tribeca shareholders and the Federal Court of Australia.
buyer parent: The Washington Post Company
buyer: Kaplan Inc.
Kaplan, Inc., is a leading international provider of educational and career services for individuals, schools and businesses. Kaplan serves students of all ages through a wide array of offerings including higher education, test preparation, professional training and programs for kids and schools. "
target: Tribeca Learning Limited
Tribeca Learning is a leading provider of education to the Australian financial services sector. Its core business offering comprises the provision of accredited education courses and professional development training to financial institutions and their employees.
price ($mm)[EV]
$41 [$47]
rev ($mm)
$20
EBITDA ($mm)
$4
EV / rev
2.3x
EV / EBITDA
12.5x
closed 12/18/2008 via BusinessWire

Moody's Corporation, acquired Enb Consulting Limited

synopsis: Moody’s Analytics, a unit of Moody’s Corporation, announced that it has acquired Enb Consulting Limited, a UK-based provider of training services for the financial markets, including technical and soft-skills programs for banking and capital markets professionals. Enb will be integrated into Moody’s Analytics Training Services.
buyer: Moody's Corporation (MCO:$4,829.00)
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: Enb Consulting Limited
Enb Consulting’s team of highly experienced banking professionals deliver training and consulting to all levels of bankers, inspiring growth in individuals, teams and the bank’s business.
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closed 9/5/2013 via PE Hub

OnCourse Learning, acquired BankersEdge

synopsis: The Riverside Company has added Corporate Training Technologies, LLC (dba BankersEdge) to its OnCourse Learning (OnCourse) platform. Based in Norristown, Pennsylvania, BankersEdge provides regulatory, employment, and leadership training as well as compliance solutions for bank and credit union workers.
buyer parent: The Riverside Company
buyer: OnCourse Learning
OnCourse Learning is an education and compliance solutions provider for individuals, companies, educators, and government agencies seeking educational excellence, professional compliance, occupational tools, customized training solutions, and new careers. "
target: BankersEdge
BankersEdge provides regulatory, employment, and leadership training as well as compliance solutions for bank and credit union workers. Its courses are used for comprehensive training and regulatory updates by bankers, mortgage professionals and other financial services employees.
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closed 1/8/2008 via BusinessWire

Moody's Corporation, acquired Financial Projections Limited

synopsis: Moody’s Analytics, a division of Moody’s Corporation has acquired Financial Projections Limited, a UK-based provider of credit training services. Terms of the transaction are not being disclosed.
buyer: Moody's Corporation (MCO:$4,829.00)
Moody's Corporation is the parent company of Moody's Investors Service, a leading provider of credit ratings, research and analysis covering debt instruments and securities in the global capital markets, Moody's Economy.com, a provider of economic research and data services and Moody's KMV. "
target: Financial Projections Limited
Financial Projections is a leading provider of in-house credit training services, with long-standing relationships among European banks and a strong reputation within the industry.
price ($mm)
$5.87
rev ($mm)
EBITDA ($mm)
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closed 7/31/2019 via BNC Analysis

Editions Lefebvre Sarrut SA, acquired Barchen

synopsis: The Lefebvre Sarrut group, a French leader in the legal and tax knowledge market, strengthens its offer in the training sector with a new acquisition of Bärchen, an independent French training organization specialized in training for companies, banks, management companies, market operators and insurers.
buyer: Editions Lefebvre Sarrut SA
Editions Lefebvre Sarrut is a French group that provides professional publishing and training to legal and tax professionals. Their training entities are composed of 150 employees, trainers, computer staff, commercial, marketing and support teams. "
target: Barchen
France-based Bärchen is an independent training organization specialized in training for companies, banks, management companies, market operators and insurers. Their courses are intended for all professionals and apprentices in banking, finance and insurance and are also open to jobseekers.
price ($mm)
$9.24
rev ($mm)
EBITDA ($mm)
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closed 5/4/2011 via Market Wire

International Risk Management Institute, acquired WebCE

synopsis: International Risk Management Institute, Inc. (IRMI) has acquired WebCE, the world's largest provider of continuing education (CE) for insurance and risk management professionals. The company will continue delivering both online and paper-based courses from its state-of-the-art delivery platform.
buyer: International Risk Management Institute
International Risk Management Institute, Inc. is a Dallas-based research, publishing, and educational organization focusing on insurance and risk management. "
target: WebCE
Founded in 1992, WebCE, Inc. is the leading nationwide supplier of state-of-the-art continuing education and pre-license training courses to insurance professionals and financial planners.
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closed 3/31/2005 via PR Newswire

BAI, acquired Bankers Training & Consulting Company

synopsis: BAI, a leading professional services organization in the financial services industry, announced that it has purchased Bankers Training & Consulting Company, the financial services division of PRIMEDIA Inc.'s PRM Workplace Learning Division.
buyer: BAI
BAI is the financial services industry’s leading professional organization focused on enhancing employee and organizational performance. Through ground-breaking research and an award-winning magazine, Banking Strategies, BAI provides the latest insights on complex, strategic issues in financial ser "
target parent: Primedia, Inc.
target: Bankers Training & Consulting Company
Bankers Training is a leading provider of technology-based learning solutions that create value for its customers and alliance partners.
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closed 9/23/2004 via Company Press Release

Highline Media, LLC, acquired INSUR'ED Inc.

synopsis: The National Underwriter Company, a unit of Highline Media LLC, announced today that it has acquired INSUR'ED, Inc., a nationwide insurance training organization. INSUR’ED specializes in life/health and property/casualty pre-licensing, continuing education, sales and product training to banks, insurance companies and brokerage firms.
buyer parent: Wind Point Partners
buyer: Highline Media, LLC
Highline Media LLC was formed to acquire The National Underwriter Company, the leading publisher and reference provider to the insurance and financial industries. "
target: INSUR'ED Inc.
A nationwide insurance training organization. INSUR’ED specializes in life/health and property/casualty pre-licensing, continuing education, sales and product training to banks, insurance companies and brokerage firms.
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closed 11/22/2010 via BusinessWire

Moody's Analytics, acquired CSI Global Education Inc.

synopsis: Moody’s Corporation announced that it has acquired CSI Global Education Inc., Canada’s leading provider of financial learning, credentials, and certification. CSI will operate within Moody’s Analytics, strengthening Moody’s capabilities for delivering credit training programs, research and analytical services, and risk management software.
buyer parent: Moody's Corporation
buyer: Moody's Analytics
Moody's Analytics is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
target parent: Onex Corporation
target: CSI Global Education Inc.
CSI is Canada’s leading provider of professional credentials and compliance solutions for the financial services industry. CSI is the exclusive provider of the Canadian Securities Course (CSC)®, the base requirement for qualification as a licensed securities dealer in Canada.
price ($mm)
$151
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/2/2007 via Company Press Release

CSI Global Education Inc., acquired The Institute of Canadian Bankers

synopsis: CSI Global Education Inc. (CSI) announced that it has acquired The Institute of Canadian Bankers (ICB), a division of Thomson Canada Ltd., a Thomson Corporation company. The acquisition brings together two of Canada’s foremost educational institutions serving the financial services industry.
buyer: CSI Global Education Inc.
CSI has been setting the standard for world-class, life-long education for financial professionals for more than 30 years. Having trained over 700,000 global professionals, makes us the preferred partner for individual and corporate financial services education internationally. "
target parent: Apax Partners & Co. Ventures Ltd.
target: The Institute of Canadian Bankers
The Institute of Canadian Bankers (ICB) is the leader in innovative and client-focused financial services training solutions. Each year, ICB helps build the careers of tens of thousands of individuals from over 40 countries.
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closed 10/2/2019 via BusinessWire

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

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.
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announced 7/17/2019 via Market Watch

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

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.
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closed 8/10/2017 via BusinessWire

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

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

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.
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closed 3/1/2016 via BusinessWire

Moody's Analytics, Inc., acquired Axis Actuarial System

synopsis: Moody’s Corporation announced that it has acquired GGY, a leading provider of advanced actuarial software for the global life insurance industry. GGY’s AXIS Actuarial System is widely used by leading global life insurers, reinsurers and consultants.
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: Axis Actuarial System
GGY’s Axis Actuarial System is widely used by leading global life insurers, reinsurers and consultants for pricing, reserving, ALM (asset liability management), financial modeling, capital calculations and hedging.
price ($mm)
rev ($mm)
$28
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
announced 6/9/2014 via BusinessWire

Moody's Analytics, Inc., will acquire WebEquity Solutions

synopsis: Moody’s Analytics, a unit of Moody’s Corporation and a leading provider of research, data, analytic tools and related services, announced that it has agreed to acquire WebEquity Solutions, LLC., a leading provider of cloud-based loan origination solutions for financial institutions.
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: Alpine Investors, LP
target: WebEquity Solutions
WebEquity Solutions™, LLC is the proven leader in on-demand lending software. With WebEquity, lenders gain the advantage of a single, hosted solution enabling them to reduce operational costs, streamline processes and make more uniform and profitable lending decisions.
price ($mm)
rev ($mm)
$15
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 12/19/2011 via BusinessWire

Moody's Analytics, Inc., acquired Barrie & Hibbert Limited

synopsis: Moody’s Corporation announced that it has acquired Barrie & Hibbert Limited, a leading provider of risk management modeling tools for insurance companies worldwide. The acquisition broadens Moody’s Analytics suite of software solutions for the insurance and pension sectors.
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: Barrie & Hibbert Limited
Barrie & Hibbert Limited is a leading provider of risk management modeling tools for insurance companies worldwide. Its Economic Scenario Generator is widely recognized as an industry standard for valuing and projecting assets and liabilities and assessing risk and capital positions.
price ($mm)
$78
rev ($mm)
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closed 11/22/2010 via BusinessWire

Moody's Analytics, acquired CSI Global Education Inc.

synopsis: Moody’s Corporation announced that it has acquired CSI Global Education Inc., Canada’s leading provider of financial learning, credentials, and certification. CSI will operate within Moody’s Analytics, strengthening Moody’s capabilities for delivering credit training programs, research and analytical services, and risk management software.
buyer parent: Moody's Corporation
buyer: Moody's Analytics
Moody's Analytics is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
target parent: Onex Corporation
target: CSI Global Education Inc.
CSI is Canada’s leading provider of professional credentials and compliance solutions for the financial services industry. CSI is the exclusive provider of the Canadian Securities Course (CSC)®, the base requirement for qualification as a licensed securities dealer in Canada.
price ($mm)
$151
rev ($mm)
EBITDA ($mm)
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closed 1/20/2010 via BusinessWire

Moody's Analytics, acquired Commercial Mortgage Metrics

synopsis: Moody’s Analytics, a leader in risk management solutions, announced that it has acquired full ownership of Commercial Mortgage Metrics (CMM), an analytical model for assessing default and recovery risk for commercial real estate (CRE), from CBRE Econometrics Advisors.
buyer parent: Moody's Corporation
buyer: Moody's Analytics
Moody's Analytics is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
target parent: CBRE Richard Ellis, Inc.
target: Commercial Mortgage Metrics
CMM is a powerful tool that quantifies the probability of default and loss given default for real estate properties, allowing financial institutions and other market participants to quickly screen loans, detect credit deterioration, and accurately and consistently price for credit risk.
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announced 6/30/2016 via Company Press Release

Scope Ratings, will acquire FERI EuroRating Services AG

synopsis: Scope Corporation AG, Europe’s leading provider of independent ratings, research and risk analysis, will acquire FERI EuroRating Services AG, one of the leading European rating agencies specialized in investment market and product ratings.
buyer: Scope Ratings
Scope Ratings specializes in the ratings of companies, financial institutions, structured finance and alternative investment funds. Scope is an ESMA-accredited rating agency (CRA) operating in the European Union with ECAI status. "
target: FERI EuroRating Services AG
FERI EuroRating Services AG is one of the leading European rating agencies specialized in investment market and product ratings. Its mission is to create market transparency and to offer investment ratings that provide decision-making guidance to retail and institutional investors.
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announced 12/24/2014 via Company Press Release

The Hearst Corporation, will acquire Fitch Ratings Ltd.

synopsis: Hearst Corporation announced that it will purchase from Fimalac S.A. an additional 30 percent interest in global ratings agency Fitch Group, bringing Hearst's equity interest to 80 percent. Fimalac will retain a 20 percent equity interest in Fitch Group.
buyer: The Hearst Corporation
Hearst Corporation is one of the nation's largest diversified media and information companies. Its major interests include ownership of 15 daily and 36 weekly newspapers, including the Houston Chronicle, San Francisco Chronicle, San Antonio Express-News and Albany Times Union. "
target parent: Fimalac SA
target: Fitch Ratings Ltd. (:$693.00)
Dual-headquartered in New York and London with over 50 offices worldwide, Fitch Ratings is a global rating agency dedicated to providing value beyond the rating through independent and prospective credit opinions, research and data.
price ($mm)
$1,965*
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closed 11/1/2010 via Market Wire

Thomson Reuters, acquired Highline Financial, LLC

synopsis: Thomson Reuters announced it acquired Highline Financial, a financial information and analytics provider focused on the US banking sector. The acquisition supports Thomson Reuters strategy of providing timely, accurate and high quality information by expanding its offering to include differentiated financial content and analytics.
buyer: Thomson Reuters (TRI:$5,906.00)
Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. They combine industry expertise with innovative technology to deliver critical information to leading decision makers. "
target parent: Spire Capital Partners, L.P.
target: Highline Financial, LLC
Highline Financial is the preferred source of banking information and analytics with decades of experience serving the financial industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/2/2007 via

RiskMetrics Group, Inc., acquired Center for Financial Research and Analysis

synopsis: RiskMetrics Group, the world's leading provider of financial risk management and corporate governance solutions, announced today that it has entered into a definitive agreement to acquire CFRA (Center for Financial Research & Analysis).
buyer parent: Spectrum Equity Investors
buyer: RiskMetrics Group, Inc.
RiskMetrics provides expertise to the financial community through a broad range of research, analytics, data and other products and services. Formerly a division of JP Morgan, RiskMetrics Group became an independent company in 1998. "
target: Center for Financial Research and Analysis
The Center for Financial Research & Analysis is a leading global independent research and educational organization, committed to providing quality of earnings research and training to the institutional investment, insurance, corporate, legal, and regulatory communities.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/1/2010 via BusinessWire

RiskMetrics Group, Inc. merged with MSCI Inc.,

synopsis: MSCI Inc., announced that it has completed its acquisition of RiskMetrics Group, Inc., a leading provider of risk management and corporate governance products and services to the global financial community.
buyer: MSCI Inc. (MSCI:$1,476.56)
MSCI Inc. is a leading provider of investment decision support tools to investment institutions worldwide. MSCI Inc. products include indices and portfolio risk and performance analytics for use in managing equity, fixed income and multi-asset class portfolios. "
target: RiskMetrics Group, Inc.
RiskMetrics provides expertise to the financial community through a broad range of research, analytics, data and other products and services. Formerly a division of JP Morgan, RiskMetrics Group became an independent company in 1998.
price ($mm)[EV]
$1,380 [$1,456]
rev ($mm)
$303
EBITDA ($mm)
$102
EV / rev
5.3x
EV / EBITDA
15.9x
announced 3/12/2015 via BusinessWire

Moody's Corporation, will acquire Equilibrium (Peru)

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 agreed to acquire Equilibrium, a leading provider of credit rating and research services in Peru and Latin America.
buyer: Moody's Corporation (MCO:$4,829.00)
Moody's Corporation is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: Equilibrium (Peru)
Equilibrium is a leading provider of credit rating and research services in Peru and other countries in Latin America. Based in Peru, Equilibrium has operated since 1996.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/4/2020 via PR Newswire

Cboe Global Markets, Inc., acquired Hanweck Associates, LLC

synopsis: Cboe Global Markets, Inc. has acquired Hanweck Associates, LLC, a real-time risk analytics company. Hanweck is expected to help Cboe clients better understand how their balance sheet is optimized through real-time margin calculations of non-linear instruments and analytics that optimize portfolio allocations and hedges.
buyer: Cboe Global Markets, Inc. (CBOE:$2,815.00)
Cboe is one of the world's largest exchange holding companies, offering cutting-edge trading and investment solutions to investors. The company is committed to defining markets and driving global marketplaces forward through product innovation, leading-edge technology and seamless trading solutions."
target: Hanweck Associates, LLC
Hanweck is the leading provider of real-time risk analytics on global derivatives market. The firm's data brings visibility and clarity to capital and balance sheet constraints of banks, broker/dealers, hedge funds, central counterparties, and exchanges.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/27/2019 via Financial Times

London Stock Exchange Group, will acquire Refinitiv

synopsis: London Stock Exchange Group, a diversified international market infrastructure and capital markets business sitting at the heart of the world's financial community, will acquire Refinitiv, a company that provides information, insights and technology that drive innovation and performance in global financial markets.
buyer: London Stock Exchange Group (LSE:LSE:$3,752.59)
London Stock Exchange Group is a diversified international market infrastructure and capital markets business sitting at the heart of the world's financial community. The Group operates a broad range of international equity, bond and derivatives markets. "
target parent: Blackstone Group LP
target: Refinitiv
Refinitiv provides information, insights and technology that drive innovation and performance in global financial markets. Their heritage of integrity enables customers to make critical decisions with confidence while their best-in-class data and cutting-edge technologies enable greater opportunity.
price ($mm)
$27,000
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/1/2018 via Company Press Release

Blackstone Group LP, acquired Thomson Reuters Financial & Risk

synopsis: Thomson Reuters announced that it has closed the sale of a 55% interest in the company's Financial & Risk business to private equity funds managed by Blackstone. The Financial & Risk business is now known as Refinitiv. The unit provides research and analysis tools to financial markets professionals.
buyer: Blackstone Group LP (BX:$2,038.15)
Blackstone is one of the world’s leading investment firms. They seek to create positive economic impact and long-term value for their investors, the companies they invest in, and the communities in which they work. Tactical Opportunities is Blackstone's opportunistic investment platform. "
target parent: Thomson Reuters
target: Thomson Reuters Financial & Risk
The acquisition includes the financial and risk division of Thomson Reuters. The unit provides research and analysis tools to financial markets professionals. Thomson Reuters is the world's leading source of news and information for professional markets.
price ($mm)
$11,000*
rev ($mm)
$6,112
EBITDA ($mm)
$1,916
EV / rev
3.3x
EV / EBITDA
10.4x
closed 11/30/2015 via BNC Analysis

Bisnode AB, purchased Bonline, Bonitetna Hisa, and Rating from Dun & Bradstreet, Inc.

synopsis: Bisnode, a business intelligence company, said it has become the owner of three ratings agencies - Croatia's Bonline, Slovenia's Bonitetna Hisa and Serbia's Rating, which previously operated under peer Dun & Bradstreet (D&B) in Southeast Europe.
buyer parent: Ratos AB
buyer: Bisnode AB
Bisnode enables people to make smart decisions. They turn data into insights that facilitate decision-making in both strategic issues and daily operations for companies and organizations throughout Europe. "
seller: Dun & Bradstreet, Inc. (DNB:$1,813.10)
Bonline (Croatia), Bonitetna Hisa (Slovenia), and Rating (Serbia) are Southeastern European ratings agencies of Dun & Bradstreet, the world's leading source of commercial data, analytics and insight on businesses.
price ($mm)
rev ($mm)
$1
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 6/10/2015 via BNC Analysis

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

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 5/17/2017 via GlobeNewswire

Coupa Software, acquired Riskopy, Inc.

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:$389.72)
Coupa Software is the cloud platform for business spend. They deliver “Value as a Service” by helping their customers maximize their spend under management, achieve significant cost savings and drive profitability. "
target: Riskopy, Inc.
Riskopy is changing how financial services are delivered by providing data-driven insights on 100 million businesses. Leveraging contextualized data, finance providers can accurately calculate the cost of capital, and monitor their portfolio for risks and opportunities.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/3/2010 via PR Newswire

Morningstar, Inc., acquired Realpoint, LLC

synopsis: Morningstar, Inc., a leading provider of independent investment research, has completed its previously announced acquisition of Realpoint, LLC, a Nationally Recognized Statistical Ratings Organization (NRSRO) that specializes in structured finance.
buyer: Morningstar, Inc. (MORN:$1,179.00)
Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, and commodities, in addition to foreign exchange and Treasury markets. "
target: Realpoint, LLC
Realpoint is a nationally recognized credit-rating agency that has earned a reputation for innovation and excellence in the structured finance market. Their goal is to increase market transparency and provide investors with the highest quality ratings and analysis.
price ($mm)
$48
rev ($mm)
$12
EBITDA ($mm)
EV / rev
4.0x
EV / EBITDA
closed 6/14/2018 via BusinessWire

Falfurrias Capital, acquired Tax Guard

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
closed 11/18/2019 via BusinessWire

Investortools, acquired Merritt Research Services, LLC

synopsis: Investortools, a provider of software-based solutions for fixed-income portfolio management, trading, compliance, credit analysis, and benchmark risk analysis, has acquired Merritt Research Services, the premier source for municipal financial data. Merritt is a research and data provider focused on credit information related to municipal bonds.
buyer: Investortools
Investortools specializes in software solutions for credit analysis and portfolio management in the institutional marketplace. Serving over 200 premier companies and financial institutions, Investortools and its affiliates have offices in the U.S., Europe and Asia. "
target: Merritt Research Services, LLC
Merritt Research Services, LLC is an independent research and data provider focused primarily on credit information related to municipal bonds. Merritt's database provides and maintains the highest-quality set of comprehensive financial and supplemental data in the municipal finance industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/16/2011 via PR Newswire

Thomson Reuters, acquired World-Check

synopsis: Thomson Reuters, the world's leading source of intelligent information for businesses and professionals, has announced the acquisition of World-Check, a leading global provider of financial crime and corruption prevention information.
buyer: Thomson Reuters (TRI:$5,906.00)
Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. It combines industry expertise with innovative technology to deliver critical information to leading decision makers. "
target parent: Spectrum Equity
target: World-Check
World-Check, the leading global provider of highly structured risk intelligence, offers banks, institutional lenders, lawyers, accounting firms and other regulated financial services providers a comprehensive solution for meeting their regulatory compliance requirements.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/15/2019 via GlobeNewswire

Data Facts, Inc., acquired Strategic Information Resources, Inc

synopsis: Data Facts, a nationwide provider of mortgage lending solutions and national and international background screening solutions, announced their acquisition of Strategic Information Resources, a national provider of risk assessment services including consumer and business credit reports, appraisals, and comprehensive background screening.
buyer: Data Facts, Inc.
Data Facts provides trusted information that can be relied on to make sound hiring and lending decisions. Their comprehensive solutions allow clients to make better decisions faster and more efficiently. "
target: Strategic Information Resources, Inc
Strategic Information Resources is a national provider of risk assessment services including consumer and business credit reports, appraisals, and comprehensive background screening. SIR helps thousands of companies make more informed decisions every day.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/29/2019 via PR Newswire

Morningstar, Inc., will acquire DBRS Limited

synopsis: Morningstar, Inc., a leading provider of independent investment research, will be acquiring DBRS, the world's fourth-largest credit ratings agency. DBRS is an independent, privately held, globally recognized credit ratings agency.
buyer: Morningstar, Inc. (MORN:$1,179.00)
Morningstar, Inc. is a leading provider of independent investment research. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. "
target: DBRS Limited
DBRS is an independent, privately held, globally recognized credit ratings agency. DBRS’s approach and size provide the agility to respond to customers’ needs in their local markets, while being large enough to provide the necessary expertise and resources.
price ($mm)
$669
rev ($mm)
$167
EBITDA ($mm)
EV / rev
4.0x
EV / EBITDA
closed 8/12/2014 via BusinessWire

MSCI Inc., acquired GMI Ratings

synopsis: MSCI Inc., a leading provider of investment decision support tools worldwide, announced that it has completed the acquisition of GMI Ratings, a provider of corporate governance research and ratings on over 6,000 companies worldwide.
buyer: MSCI Inc. (MSCI:$1,476.56)
MSCI is a leading provider of investment decision support tools to around 6,200 clients worldwide, ranging from large pension plans to boutique hedge funds. They offer a range of products and services - including indices, portfolio risk and performance analytics, and governance tools. "
target: GMI Ratings
GMI Ratings is an independent provider of research and ratings on environmental, social, governance and accounting-related risks affecting the performance of public companies. They help investors assess the sustainable investment value of corporations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/22/2010 via Market Wire

The Corporate Library merged with GovernanceMetrics International,

synopsis: The Corporate Library and GovernanceMetrics International (GMI) announced they have merged, uniting two leading global corporate governance research and risk rating firms. This merger creates the world's leading independent firm dedicated to the development and sale of corporate governance risk ratings.
buyer parent: GovernanceMetrics International
buyer: GovernanceMetrics International
GovernanceMetrics International (GMI) is the largest independent provider of global corporate governance research, ratings and risk analysis. GMI provides in-depth coverage of 4,200 companies, including the complete MSCI World Index and extensive Emerging Market coverage. "
target parent: The Corporate Library
target: The Corporate Library
The Corporate Library has been the leading independent firm providing corporate governance research, advisory and risk analysis solutions. They rate companies on a proprietary set of governance risk factors, allowing businesses to evaluate governance as an element of investment and other risk.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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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
2019
rev ($mm)
$4,829.00
EBITDA ($mm)
$2,271.00
EBIT ($mm)
$2,071.00
Net Income ($mm)
$1,422.00
Employees
11081
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