Like BlackBox Logic

closed 12/9/2015 via BusinessWire

Moody's Corporation, acquired BlackBox Logic

synopsis: Moody's Corporation, a provider of credit ratings, tools, analysis to global capital markets, announced that it has acquired the residential mortgage backed securities (RMBS) data and analytics assets of BlackBox Logic, a provider of RMBS loan-level data aggregation and processing services to residential mortgage and capital markets participants.
buyer: Moody's Corporation (MCO:$4,829.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: BlackBox Logic
BlackBox Logic provides RMBS loan-level data aggregation and processing services to residential mortgage and capital markets participants including investors, dealers, and researchers. They deliver the most comprehensive residential mortgage data fast and customized to the client's environment.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/15/2014 via PR Newswire

Trepp, LLC, acquired Commercial Real Estate Direct

synopsis: Trepp, LLC, the leading provider of information, analytics, and technology to the CMBS, commercial real estate, and banking markets, announced its acquisition of Commercial Real Estate Direct (CRE Direct), the subscription-based source for information and news on the real estate capital markets.
buyer parent: Daily Mail and General Trust plc
buyer: Trepp, LLC
Trepp is a provider of CMBS and commercial mortgage information, analytics and technology to the global securities and investment management industries. Trepp provides primary and secondary market participants with the tools and insight they need to increase their operational efficiencies. "
target: Commercial Real Estate Direct
Commercial Real Estate Direct (CRE Direct), is a subscription-based source for information and news on the real estate capital markets. CREDirect provides the most up-to-date market intelligence on the mortgage business, equity raising, investment sales and CMBS.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/5/2013 via BusinessWire

MarketAxess Holdings, Inc., acquired Xtrakter

synopsis: MarketAxess Holdings Inc. has completed its previously announced acquisition of Xtrakter Limited, a leading provider of regulatory transaction reporting, financial market data and trade matching services to the European securities markets.
buyer parent: Technology Crossover Ventures
buyer: MarketAxess Holdings, Inc. (MKTX:$463.87)
MarketAxess operates a leading electronic trading platform that enables fixed-income market participants to efficiently trade corporate bonds and other types of fixed-income instruments using MarketAxess’ patented trading technology. "
target parent: Euroclear
target: Xtrakter
Xtrakter is a leading provider of capital market data, trade matching and regulatory reporting services to the global securities market. It has an established track record in providing innovative, secure and reliable solutions to the financial services sector.
price ($mm)
$42
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/27/2017 via PR Newswire

Genstar Capital LLC, acquired Institutional Shareholder Services

synopsis: Institutional Shareholder Services Inc., a leading provider of corporate governance and responsible investment solutions to financial market participants, announced that Genstar Capital has completed the acquisition of ISS from Vestar Capital Partners, a leading U.S. middle-market private equity firm.
buyer: Genstar Capital LLC
Genstar Capital is a leading private equity firm that has been actively investing in high quality companies for nearly 30 years. Genstar works in partnership with its management teams and its network of strategic advisors to transform its portfolio companies into industry-leading businesses. "
target parent: Vestar Capital Partners
target: Institutional Shareholder Services
Institutional Shareholder Services Inc. (ISS) is the world’s leading provider of corporate governance and responsible investment (RI) solutions for asset owners, asset managers, hedge funds, and asset service providers.
price ($mm)
$720
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/9/2017 via PR Newswire

Pierre Feligioni, acquired Quant House

synopsis: S&P Global announced it has finalized the sale of Quant House SAS (QuantHouse) to a company owned by Pierre Feligioni, one of QuantHouse's original founders. QuantHouse is an independent global provider of end-to-end systematic trading solutions.
buyer: Pierre Feligioni
Pierre Feligioni is a successful business entrepreneur and he understands how to turn innovative ideas into profitable business. Pierre co-founded QuantHouse in 2005, building an industry leading provider of ultra-low latency market data technologies. "
target parent: S&P Global
target: Quant House
QuantHouse is an independent global provider of end-to-end systematic trading solutions. This includes ultra low latency market data technologies, algo-trading development framework, proximity hosting and order routing services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/3/2015 via PR Newswire

OneMarketData LLC, acquired Tick Data, Inc.

synopsis: OneMarketData, founders of OneTick, a single solution for event streaming processing and time series management of historical and real-time tick data, announced its acquisition of Tick Data Inc., a trusted and leading provider of historical intraday exchange time series data.
buyer: OneMarketData LLC
OneMarketData provides smarter data management solutions for research, surveillance and back-testing to enable market participants to outmaneuver the competition. Through its product OneTick, an event stream processing and tick data management solution, analysts and traders can increase performance."
target: Tick Data, Inc.
The world's largest investment banks have relied upon Tick Data's research-ready historical intraday stock, futures, options and forex data to back-test trading strategies, develop risk and execution models, perform post-trade analysis, and conduct important academic research.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/15/2015 via BusinessWire

MSCI Inc., will acquire Insignis, Inc.

synopsis: MSCI Inc., a leading provider of research-based indexes and analytics, announced that it has entered into a definitive agreement to acquire all of the assets of Insignis, Inc. The company is a leading data collection and aggregation service for the financial industry.
buyer: MSCI Inc. (MSCI:$1,476.56)
MSCI’s research-based indexes and analytics have helped the world’s leading investors build and manage better portfolios. Clients rely on our offerings for deeper insights into the drivers of performance and risk in their portfolios, broad asset class coverage and innovative research. "
target: Insignis, Inc.
Insignis is a data aggregation firm operating in the financial industry. Insignis collects data from financial data bases (or data feeds) which are operated by banks, brokers, and investment managers for use by other financial institutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/30/2014 via BusinessWire

Vestar Capital Partners, acquired Institutional Shareholder Services

synopsis: Institutional Shareholder Services Inc. ("ISS"), a leading provider of corporate governance solutions to the global financial community, has been acquired by Vestar Capital Partners. ISS provides proxy research, voting services and corporate governance advisory services to financial institutions and corporations worldwide.
buyer: Vestar Capital Partners
Vestar Capital Partners is a leading U.S. middle market private equity firm specializing in management buyouts and growth capital investments. Vestar invests and collaborates with incumbent management teams and private owners to build long-term enterprise value. "
target parent: MSCI Inc.
target: Institutional Shareholder Services
Institutional Shareholder Services ("ISS") is the world's leading provider of corporate governance and proxy voting solutions. ISS provides proxy research, voting services and corporate governance advisory services to financial institutions and corporations worldwide.
price ($mm)
$367
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/8/2013 via BNC Analysis

McGregor BFA, acquired I-Net Bridge (Pty) Ltd.

synopsis: TIMES Media Group (TMG) has announced the sale of its wholly owned I-Net Bridge unit to I-Net competitor McGregor BFA. I-Net Bridge provides investment products including real-time and historical market data, news and analytical tools.
buyer parent: Naspers Ltd.
buyer: McGregor BFA
McGregor BFA is South Africa's leading provider of financial data feeds and analysis tools. It covers JSE and global share prices as well as company information including annual reports, financial statements and more. The database and track record stretch back over 40 years. "
target parent: Times Media Group Limited
target: I-Net Bridge (Pty) Ltd.
I-Net Bridge is the leading South African provider of economic data, financial market data and corporate market intelligence. This comprehensive data content, coupled with their home-bred applications, makes I-Net Bridge an invaluable partner in facilitating investment decisions.
price ($mm)
$12
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/16/2013 via BusinessWire

Tick Data, Inc., acquired Tick Data, Inc.

synopsis: Tick Data, Inc. announced the corporate buyback of the firm by its long-time management team, led by Neal Falkenberry, CFA, and Thomas Myers, with additional funding from the Tactex F1 Private Equity Fund. Tick Data, Inc. provides clean, reliable historical intraday time series data for the equities, options, and futures markets.
buyer: Tick Data, Inc.
Founded in 1984, Tick Data, Inc. provides clean, reliable historical intraday time series data for the equities, options, and futures markets. Tick Data employs proprietary data validation, price-filtering, and ticker symbol mapping processes to produce robust, research-ready historical data. "
target parent: Desjardins Group
target: Tick Data, Inc.
Founded in 1984, Tick Data, Inc. provides clean, reliable historical intraday time series data for the equities, options, and futures markets. Tick Data employs proprietary data validation, price-filtering, and ticker symbol mapping processes to produce robust, research-ready historical data.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/31/2012 via GlobeNewswire

The NASDAQ OMX Group, Inc., will acquire Indxis, Inc.

synopsis: The NASDAQ OMX Group, Inc., parent of the world's first electronic stock market and a leading index provider, announced it has agreed to acquire the index business of Mergent, Inc., including Indxis. Mergent is an established index provider and a renowned supplier of business and financial data on global publicly listed companies.
buyer: The NASDAQ OMX Group, Inc. (NasdaqGS:NDAQ:$4,262.00)
The inventor of the electronic exchange, The NASDAQ OMX Group, Inc., fuels economies and provides transformative technologies for the entire lifecycle of a trade - from risk management to trade to surveillance to clearing. "
target parent: Carousel Capital Co.
target: Indxis, Inc.
Indxis, Inc. offers index services for investment management firms, index providers, and stock exchanges. Its services include index creation, calculation, distribution, licensing and administration, maintenance, and technology services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/2/2012 via PR Newswire

S&P Capital IQ, acquired Credit Market Analysis Limited

synopsis: S&P Capital IQ, a business offering global multi-asset class data solutions, market research and portfolio risk analytics to global investors, announced the completion of its acquisition of London-based Credit Market Analysis Limited, a leading source of independent data in the over-the-counter markets, from CME Group.
buyer parent: The McGraw-Hill Companies, Inc.
buyer: S&P Capital IQ
S&P Capital IQ, a business line of the McGraw-Hill Companies, is a leading provider of multi-asset class data, research and analytics to institutional investors, investment advisors and wealth managers around the world. "
target parent: CME Group
target: Credit Market Analysis Limited
Credit Market Analysis Limited provides credit information solutions for financial institutions internationally. It provides QuoteVision, a real-time price discovery service for the OTC credit market that enables users to view, organize, store, and use in real-time securities and derivatives prices.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/3/2012 via PR Newswire

S&P Capital IQ, acquired Quant House

synopsis: S&P Capital IQ, a business line of The McGraw-Hill Companies offering global multi-asset class data solutions, market research and portfolio risk analytics to global investors, announced it has acquired QuantHouse, an independent global provider of market data and end-to-end systematic trading solutions.
buyer parent: The McGraw-Hill Companies, Inc.
buyer: S&P Capital IQ
S&P Capital IQ, a business line of the McGraw-Hill Companies, is a leading provider of multi-asset class data, research and analytics to institutional investors, investment advisors and wealth managers around the world. "
target: Quant House
QuantHouse is an independent global provider of end-to-end systematic trading solutions. This includes ultra low latency market data technologies, algo-trading development framework, proximity hosting and order routing services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/2/2012 via PR Newswire

Markit Group Ltd., acquired Data Explorers Limited

synopsis: Markit, a leading, global financial information services company, announced the acquisition of Data Explorers, a leading provider of global securities lending data, from mid-market private equity firm Bowmark Capital. Data Explorers provides a comprehensive view of short interest data and institutional fund activity across all market sectors.
buyer: Markit Group Ltd. (MRKT:$1,129.70)
Markit is a leading, global financial information services company with over 2,300 employees. The company provides independent data, valuations and trade processing across all asset classes in order to enhance transparency, reduce risk and improve operational efficiency. "
target parent: Bowmark Capital
target: Data Explorers Limited
Data Explorers is the leading provider of securities lending data, tracking short selling and institutional fund activity across all global market sectors. The company's analytics help clients to identify investment opportunities and manage risk.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/9/2010 via Company Press Release

Euromoney Institutional Investor PLC, will acquire Arete Consulting, Ltd.

synopsis: Euromoney Institutional Investor PLC, the international publishing, events and electronic information group, has agreed to acquire Arete Consulting Limited, the world’s leading database of retail structured investment products. The acquisition is in line with Euromoney’s strategy of investing in high-growth online subscription data businesses.
buyer parent: Daily Mail and General Trust plc
buyer: Euromoney Institutional Investor PLC (LSE:ERM:$328.89)
Euromoney Institutional Investor PLC is a leading international business-to-business media group focused primarily on the international finance, metals and commodities sectors. It publishes more than 70 titles, including Euromoney, Institutional Investor, and Metal Bulletin. "
target: Arete Consulting, Ltd.
Arete Consulting is a specialist firm providing consultancy and training services to large multinational financial service companies. Arete Consulting also owns and runs the website StructuredRetailProducts.com, the leading online information source for the structured products market.
price ($mm)
$9.79
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/25/2008 via PR Newswire

CME Group, acquired Credit Market Analysis

synopsis: CME Group, the world's largest and most diverse derivatives exchange, today announced that it has acquired Credit Market Analysis Limited, a leading provider of credit derivatives market data.
buyer: CME Group (CME:$4,593.10)
CME Group is the leading equity index derivatives marketplace, offering futures and options on key benchmark indexes that cover the spectrum of small-, medium- and large-cap indexes in the U.S., Europe and Asia. "
target: Credit Market Analysis
Credit Market Analysis Limited operates as a credit information company. It provides QuoteVision and DataVision.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/9/2008 via PR Newswire

Morningstar, Inc., acquired Hemscott Plc

synopsis: Morningstar, Inc., a leading provider of independent investment research, has completed its previously announced acquisition of the Hemscott data, media, and investor relations Web site businesses from Ipreo Holdings LLC for $51.6 million in cash, subject to working capital adjustments.
buyer: Morningstar, Inc. (MORN:$1,179.00)
Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, and commodities, in addition to foreign exchange and Treasury markets. "
target parent: Veronis Suhler Stevenson
target: Hemscott Plc
Hemscott, Inc. builds and maintains databases of historical financial and stock price technical information on the United States, Canadian, and international publicly traded companies.
price ($mm)
$51
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/6/2007 via finextra.com

GL Trade SA, acquired Infotec SA

synopsis: Infotec has been sold to Paris-based GL Trade by its management and the Swiss group Edipresse.
buyer: GL Trade SA
GL TRADE S.A. provides software solution primarily to financial intermediaries and brokerage houses to automate the order flow from client through broker, and then onto back office. "
target parent: Edipresse Group
target: Infotec SA
Infotec S.A. provides electronic financial information services to the financial community. The company also delivers market data from various exchanges and over the counter sources; and supplies financial news, and charting and technical analysis tools.
price ($mm)
$38
rev ($mm)
$15
EBITDA ($mm)
EV / rev
3.0x
EV / EBITDA
closed 5/3/2007 via BusinessWire

Interactive Data Corporation, purchased Market Data Division from Xcitek LLC

synopsis: Interactive Data Corporation, a leading provider of financial market data, analytics and related services to financial institutions, active traders and individual investors, closed its acquisition of the market data division of Xcitek LLC, as well as the market data assets of its affiliate Xcitax LLC, for $25.3 million in cash.
buyer parent: Pearson plc
buyer: Interactive Data Corporation
Interactive Data Corporation is a leading global provider of financial market data, analytics and related solutions to financial institutions, active traders and individual investors. "
seller: Xcitek LLC
Xcitek’s market data offerings include Corporate Actions, Municipal Actions, Cost Basis, Class Actions, Securities Payments, and other financial data. We serve over 2,000 institutional clients worldwide, directly and through our distributors.
price ($mm)
$25
rev ($mm)
$9
EBITDA ($mm)
EV / rev
2.8x
EV / EBITDA
closed 1/11/2007 via BusinessWire

RiskMetrics Group, Inc., acquired Institutional Shareholder Services

synopsis: RiskMetrics Group, the leading financial risk management firm, has completed its acquisition of Institutional Shareholder Services Inc.. ISS is the world’s leading provider of corporate governance and proxy voting solutions to the institutional investor community. Financial terms of the deal were not disclosed.
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: Institutional Shareholder Services
ISS is the world's leading provider of corporate governance and proxy voting solutions. ISS provides proxy research, voting services and corporate governance advisory services to financial institutions and corporations worldwide.
price ($mm)
$553
rev ($mm)
$105
EBITDA ($mm)
$29
EV / rev
5.3x
EV / EBITDA
19.1x
closed 12/9/2015 via BusinessWire

Moody's Corporation, acquired BlackBox Logic

synopsis: Moody's Corporation, a provider of credit ratings, tools, analysis to global capital markets, announced that it has acquired the residential mortgage backed securities (RMBS) data and analytics assets of BlackBox Logic, a provider of RMBS loan-level data aggregation and processing services to residential mortgage and capital markets participants.
buyer: Moody's Corporation (MCO:$4,829.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: BlackBox Logic
BlackBox Logic provides RMBS loan-level data aggregation and processing services to residential mortgage and capital markets participants including investors, dealers, and researchers. They deliver the most comprehensive residential mortgage data fast and customized to the client's environment.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/2/2020 via BusinessWire

Moody's Corporation, acquired RBA International

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:$4,829.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: RBA International
RBA International (RBA) is a leading provider of online retail bank training and certifications. Based in London, RBA offers training programs that cover the breadth and depth of skills and knowledge needed to prepare bankers for the evolving retail banking landscape.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/13/2020 via Company Press Release

Moody's Corporation, acquired Regulatory DataCorp, Inc.

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:$4,829.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target parent: Vista Equity Partners
target: Regulatory DataCorp, Inc.
RDC (Regulatory DataCorp) delivers powerful, decision-ready intelligence and world-class risk and compliance protection, allowing global organizations to identify suspect entities, strengthen fraud protection, ensure regulatory compliance, and protect their brand equity.
price ($mm)
$700
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
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.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/25/2019 via BusinessWire

Moody's Corporation, acquired RiskFirst

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:$4,829.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: RiskFirst
UK-based RiskFirst is a financial technology company providing modern technology solutions for Asset Owners, Consultants, Asset Managers, and Insurers. RiskFirst’s PFaroe DB uses modern technology to help the defined benefit (DB) pension industry improve the management of asset and liability risk.
price ($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.

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:$4,829.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: Four Twenty Seven, Inc.
Four Twenty Seven is an award-winning market research and advisory firm that brings climate intelligence into economic and financial decision-making.
price ($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

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

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:$4,829.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: Vigeo Eiris
Vigeo Eiris is an independent international provider of environmental, social and governance (ESG) research and services for investors and public & private organizations. Vigeo Eiris is based in France, with operations all over the world.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/30/2018 via BusinessWire

Moody's Corporation, will acquire Reis, Inc.

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:$4,829.00)
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.

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:$4,829.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target parent: Providence Equity Partners Inc.
target: Omega Performance Corp.
Since 1976, Omega Performance has been the training partner of choice for financial service organizations worldwide, from community-based credit unions to international banks. They offer a wide range of online credit training courses to clients worldwide and serve more than 300 customers.
price ($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

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.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
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
closed 12/9/2015 via BusinessWire

Moody's Corporation, acquired BlackBox Logic

synopsis: Moody's Corporation, a provider of credit ratings, tools, analysis to global capital markets, announced that it has acquired the residential mortgage backed securities (RMBS) data and analytics assets of BlackBox Logic, a provider of RMBS loan-level data aggregation and processing services to residential mortgage and capital markets participants.
buyer: Moody's Corporation (MCO:$4,829.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: BlackBox Logic
BlackBox Logic provides RMBS loan-level data aggregation and processing services to residential mortgage and capital markets participants including investors, dealers, and researchers. They deliver the most comprehensive residential mortgage data fast and customized to the client's environment.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
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 10/27/2014 via BusinessWire

Moody's Corporation, acquired Lewtan Technologies

synopsis: Moody’s Corporation announced that it has acquired Lewtan Technologies, a leading provider of analytical tools and data for the global structured finance market. Based in Waltham, Massachusetts, Lewtan provides solutions to issuers, investors, underwriters and others to administer, monitor and value securitized transactions.
buyer: Moody's Corporation (MCO:$4,829.00)
Moody's Corporation is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target parent: Daily Mail and General Trust plc
target: Lewtan Technologies
Lewtan is the leading provider of a wide range of content and technology-based solutions to members of the global asset-securitization industry. These include issuers, investors, underwriters, servicers, credit enhancers and rating agencies representing more than 300 institutions worldwide.
price ($mm)
rev ($mm)
$25
EBITDA ($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
announced 12/11/2013 via BusinessWire

Copal Partners, will acquire Amba Research

synopsis: Moody's Corporation announced that it has acquired Amba Investment Services, a provider of investment research and quantitative analytics for global financial institutions. Amba will operate as part of Moody’s Analytics majority-owned subsidiary, Copal Partners.
buyer parent: Moody's Corporation
buyer: 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. "
target: Amba Research
Amba Research provides investment research and analytics support services to the global capital markets industry. Over 70 companies, including 6 of the top 15 global asset managers and 6 of the top 15 global investment banks, use Amba to differentiate and outperform.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
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)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/14/2011 via Wall Street Journal

Moody's Corporation, acquired Copal Partners

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:$4,829.00)
Moody's Corporation is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: Copal Partners
Copal Partners' companies are among the world's leading providers of outsourced research and analytical services to institutional customers. They provide a range of services to leading institutional investors, investment banks, private equity firms, hedge funds and corporations globally.
price ($mm)
rev ($mm)
$50
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
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 12/9/2015 via BusinessWire

Moody's Corporation, acquired BlackBox Logic

synopsis: Moody's Corporation, a provider of credit ratings, tools, analysis to global capital markets, announced that it has acquired the residential mortgage backed securities (RMBS) data and analytics assets of BlackBox Logic, a provider of RMBS loan-level data aggregation and processing services to residential mortgage and capital markets participants.
buyer: Moody's Corporation (MCO:$4,829.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: BlackBox Logic
BlackBox Logic provides RMBS loan-level data aggregation and processing services to residential mortgage and capital markets participants including investors, dealers, and researchers. They deliver the most comprehensive residential mortgage data fast and customized to the client's environment.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/21/2008 via BusinessWire

Oliver Wyman, acquired Celent

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

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.

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
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
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.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/6/2013 via PE Hub

Asset International, Inc., will acquire Investor Economics

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

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:$2,399.10)
Transunion helps uncover unique stories, trends and insights behind each data point, using historical information as well as alternative data sources. This allows a variety of markets and businesses to better manage risk and consumers to better manage their credit, personal information and identity."
target: FactorTrust
Since 2006, FactorTrust has provided the alternative credit data, analytics and risk scoring information that lenders need to make informed decisions about the consumers they want.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/18/2018 via PR Newswire

Equifax, Inc., acquired DataX

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:$3,415.20)
Equifax is a global information solutions company that uses unique data, innovative analytics, technology and industry expertise to power organizations and individuals around the world by transforming knowledge into insights that help make more informed business and personal decisions. "
target: DataX
DataX is an industry leading Fair Credit Reporting Act (FCRA) regulated specialty finance credit reporting agency (CRA) and alternative data provider offering premier financial management solutions to businesses through a suite of advanced products.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/28/2012 via PR Newswire

Equifax, Inc., acquired CSC Credit Services

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:$3,415.20)
Equifax is a global leader in consumer and commercial information solutions, providing businesses of all sizes and consumers with information they can trust. Equifax organizes and assimilates data on more than 500 million consumers and 81 million businesses worldwide. "
target parent: Computer Sciences Corporation
target: CSC Credit Services
CSC Credit Services, Inc. operates as a consumer reporting agency in the Midwestern and Central United States. The company provides credit services, such as consumer assistance, mortgage, electronic billing, business client file transfers, and secure file delivery system.
price ($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

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.

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:$900.13)
Envestnet, Inc. is a leading provider of technology-enabled wealth management solutions to financial advisors. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. "
target parent: Broadridge Financial Solutions, Inc.
target: Prima Capital Holding, Inc.
Prima Capital Holding, Inc. is a leading provider of due diligence, research applications, asset allocation modeling, and multi-manager portfolios to the wealth management and retirement industries.
price ($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.

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

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:$4,829.00)
Moody's Corporation is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: Copal Partners
Copal Partners' companies are among the world's leading providers of outsourced research and analytical services to institutional customers. They provide a range of services to leading institutional investors, investment banks, private equity firms, hedge funds and corporations globally.
price ($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

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.,

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

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

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:$1,179.00)
Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, and commodities, in addition to foreign exchange and Treasury markets. "
target: Ibbotson Associates
Ibbotson Associates was founded by Professor Roger Ibbotson in 1977. The company's business lines include investment advice; investment consulting and research; planning and analysis software; educational and marketing services; and a widely used line of NASD-reviewed presentation materials.
price ($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.

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:$427.59)
Coupa Software is the cloud platform for business spend. They deliver “Value as a Service” by helping their customers maximize their spend under management, achieve significant cost savings and drive profitability. "
target: Riskopy, Inc.
Riskopy is changing how financial services are delivered by providing data-driven insights on 100 million businesses. Leveraging contextualized data, finance providers can accurately calculate the cost of capital, and monitor their portfolio for risks and opportunities.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 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

Like BlackBox Logic


read more

BlackBox Logic

Commercial Real Estate Direct

Xtrakter

Institutional Shareholder Services

Quant House

Tick Data, Inc.

Insignis, Inc.

Institutional Shareholder Services

I-Net Bridge (Pty) Ltd.

Tick Data, Inc.

Indxis, Inc.

Credit Market Analysis Limited

Quant House

Data Explorers Limited

Arete Consulting, Ltd.

Credit Market Analysis

Hemscott Plc

Infotec SA

Xcitek LLC

Institutional Shareholder Services

read more

BlackBox Logic

read more

RBA International

Regulatory DataCorp, Inc.

Deloitte LLP

RiskFirst

Four Twenty Seven, Inc.

Moody's Analytics Knowledge Services

Vigeo Eiris

Reis, Inc.

Omega Performance Corp.

Bureau van Dijk Electronic Publishing

SCDM

Axis Actuarial System

BlackBox Logic

Equilibrium (Peru)

Lewtan Technologies

WebEquity Solutions

Amba Research

Barrie & Hibbert Limited

Copal Partners

CSI Global Education Inc.

read more

BlackBox Logic

Celent

The ASTEC Group

Vista Research, Inc.

Tax Guard

Moody's Analytics Knowledge Services

Investor Economics

FactorTrust

DataX

CSC Credit Services

Coalition Development Ltd

Prima Capital Holding, Inc.

Vista Research, Inc.

Copal Partners

Concept Capital

Infonet Srl

Pipal Research Corporation

Ibbotson Associates

Riskopy, Inc.

Strategic Information Resources, Inc

Geography
Matching Companies
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
  • watch
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
2019
rev ($mm)
$1,179.00
EBITDA ($mm)
$246.20
EBIT ($mm)
$189.60
Net Income ($mm)
$152.00
Employees
6737
  • drill down
  • watch
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
  • drill down
  • watch
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
  • drill down
  • watch
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
2019
rev ($mm)
$4,829.00
EBITDA ($mm)
$2,271.00
EBIT ($mm)
$2,071.00
Net Income ($mm)
$1,422.00
Employees
11081
  • drill down
  • watch
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
2019
rev ($mm)
$1,179.00
EBITDA ($mm)
$246.20
EBIT ($mm)
$189.60
Net Income ($mm)
$152.00
Employees
6737
  • drill down
  • watch
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
  • drill down
  • watch
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
2019
rev ($mm)
$5,906.00
EBITDA ($mm)
$1,094.00
EBIT ($mm)
$880.00
Net Income ($mm)
$1,564.00
Employees
24400
  • drill down
  • watch
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
  • drill down
  • watch
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
2017
rev ($mm)
$1,157.21
EBITDA ($mm)
$409.43
EBIT ($mm)
$368.99
Net Income ($mm)
$344.38
Employees
8592
  • drill down
  • watch
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
  • drill down
  • watch
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
2019
rev ($mm)
$2,544.20
EBITDA ($mm)
$1,068.30
EBIT ($mm)
$839.60
Net Income ($mm)
$463.90
Employees
8068
  • drill down
  • watch
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
  • drill down
  • watch
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
  • watch
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
  • drill down
  • watch
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
2019
rev ($mm)
$328.89
EBITDA ($mm)
$55.56
EBIT ($mm)
$31.08
Net Income ($mm)
$78.26
Employees
1655
  • drill down
  • watch
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
  • drill down
  • watch