Like Axis Actuarial System

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 7/22/2015 via Company Press Release

RPC Consulting, acquired Marriott Sinclair LLP

synopsis: RPC Consulting, a company that offers actuarial and general management consultancy services to clients in the insurance sector, has acquired Marriott Sinclair, a company that provides software and actuarial consultancy to the insurance, banking, and wider financial services communities.
buyer: RPC Consulting
RPC Consulting was established in early 2015. It offers actuarial and general management consultancy services to clients in the insurance sector. "
target: Marriott Sinclair LLP
Marriott Sinclair provides software and actuarial consultancy to the financial services community. Marriott Sinclair's tyche is a state of the art financial modelling tool that explores the many uncertainties affecting the financial outcome of projects, strategies or business opportunities.
price ($mm)
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closed 2/1/2011 via BusinessWire

Towers Watson, acquired EMB

synopsis: Towers Watson, a leading global professional services company, has completed the acquisition of EMB, a non-life consulting and software company, having satisfied customary closing conditions and regulatory approvals.
buyer: Towers Watson (TW:$3,644.95)
Towers Watson is a leading global professional services company that helps organizations improve performance through effective people, risk and financial management. Towers Watson offers solutions in the areas of employee benefits, talent management, rewards, and risk and capital management. "
target: EMB
EMB is an award-winning international actuarial and business consultancy and software provider. EMB has pioneered the development and use of high performance actuarial software and built a reputation for first class technical skills.
price ($mm)
$68
rev ($mm)
$63
EBITDA ($mm)
EV / rev
1.1x
EV / EBITDA
closed 6/29/2010 via Market Wire

Algorithmics Incorporated, purchased VIPitech from Towers Watson

synopsis: Algorithmics, a Fimalac subsidiary, announced that it had acquired VIPitech from Towers Watson. VIPitech, a growing company set up in 2006, is a specialist provider of actuarial modelling software for insurance companies and the financial sector. The UK-based firm serves a client base spanning many European and Asian countries.
buyer parent: Fimalac SA
buyer: Algorithmics Incorporated
Algorithmics' innovative software, content and advisory services provide a consistent, enterprise-wide view of risk management to help financial institutions make better business decisions and increase shareholder value. "
seller: Towers Watson (TW:$3,644.95)
Towers Watson is a leading global professional services company that helps organizations improve performance through effective people, risk and financial management. Towers Watson offers solutions in the areas of employee benefits, talent management, rewards, and risk and capital management.
price ($mm)
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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 3/6/2006 via BusinessWire

Peak Performance Solutions, acquired Envision Technology Solutions

synopsis: Peak Performance, a leading provider of insurance technology solutions for the property and casualty insurance industry, announces the acquisition of Envision Technology Solutions, of Salt Lake City, Utah.
buyer: Peak Performance Solutions
Peak Performance Solutions offers comprehensive, end-to-end insurance software and technology solutions in the areas of workers’ compensation claims processing, risk management claims administration, managed care tracking and backend policy administration. "
target: Envision Technology Solutions
Envision Technology Solutions provides a broad array of RMIS tools for professionals in the fields of risk management, claims administration, and safety. Our tools are in use by self-funded (self-insured) and/or self-administered organizations that are leaders in their industries.
price ($mm)
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closed 5/2/2005 via PR Newswire

ChoicePoint, Inc., acquired Magnify, Inc.

synopsis: ChoicePoint announced its acquisition of Magnify, Inc., a provider of fraud detection and analytics solutions to the insurance and financial services industries.
buyer: ChoicePoint, Inc. (CPS:$0.00)
ChoicePoint helps businesses, government agencies and nonprofit organizations make better decisions through information and technology solutions. "
target: Magnify, Inc.
Magnify provides advanced analytic and decisioning software and solutions that allow clients to efficiently identify which customers or transactions to focus on, and what actions to take to maximize financial return. The company's tailored solutions optimize critical applications such as fraud detec
price ($mm)
rev ($mm)
EBITDA ($mm)
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closed 1/25/2017 via Company Press Release

AIR Worldwide, acquired Arium Limited

synopsis: Verisk Analytics, Inc., a data analytics provider, announced it has acquired Arium, a company specializing in liability risk modeling and decision support. Arium will become part of AIR Worldwide (AIR), a Verisk Analytics business, and will enable AIR to provide its clients with additional modeling solutions and analytics for the casualty market.
buyer parent: Verisk Analytics, Inc.
buyer: AIR Worldwide
AIR Worldwide (AIR) provides catastrophe risk modeling solutions that make individuals, businesses, and society more resilient. AIR founded the catastrophe modeling industry in 1987, and today models the risk from natural catastrophes, terrorism, and pandemics globally. "
target: Arium Limited
Architects for Risk Identification, Understanding, and Management (Arium) was established in 1998 by Robin Wilkinson. Arium specializes in developing risk models, primarily for the reinsurance industry.
price ($mm)
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closed 10/24/2016 via Company Press Release

AIR Worldwide, acquired Analyze Re, Inc.

synopsis: Verisk Analytics, Inc. announced it has acquired Analyze Re, a software analytics provider for the reinsurance and insurance industries. Analyze Re will become part of AIR Worldwide (AIR), a Verisk Analytics business, and will enable AIR to provide clients with real-time pricing, exposure management, and enterprise portfolio roll-up capabilities.
buyer parent: Verisk Analytics, Inc.
buyer: AIR Worldwide
AIR Worldwide (AIR) provides catastrophe risk modeling solutions that make individuals, businesses, and society more resilient. AIR founded the catastrophe modeling industry in 1987, and today models the risk from natural catastrophes, terrorism, and pandemics globally. "
target: Analyze Re, Inc.
Founded in 2013, Analyze Re provides a software analytics suite designed for the reinsurance and insurance industries. In addition to predictive analytics for strategic planning, Analyze Re technology helps organizations make faster and more accurate pricing and portfolio decisions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/16/2017 via BusinessWire

Prima Solutions, acquired Tricast Group

synopsis: With the support of The Carlyle Group, Prima Solutions, French insurance software vendor, announced the acquisition of Tricast, a French company specialized in analysis and predictive tools. Tricast provides insurers and banks a range of analytical and simulation tools, which are technically innovative, scientifically sophisticated and easy to use.
buyer parent: Carlyle Group
buyer: Prima Solutions
Based in France, Prima Solutions delivers the software platform Property and Casualty insurers need to gain in agility and succeed in a time of rapid industry change. Full web, modular, multilingual and available in SaaS mode, Prima Insure addresses the whole life cycle of an insurance policy. "
target: Tricast Group
In order to improve the competitiveness and technical margins of insurers, banks, cooperatives and wholesalers, France-based Tricast provides a range of analytical and simulation tools, which are technically innovative, scientifically sophisticated and easy to use.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/6/2017 via BusinessWire

Guidewire Software, Inc., will acquire Cyence

synopsis: Guidewire Software, Inc. and Cyence, Inc. announced that the companies have entered into a definitive agreement for Guidewire to acquire Cyence. Cyence is a software company that applies data science and risk analytics to enable P&C insurers to grow by underwriting “21st century risks” that have gone underinsured or uninsured.
buyer: Guidewire Software, Inc. (GWRE:$514.28)
Guidewire delivers the software that Property and Casualty insurers need to adapt and succeed in a time of rapid industry change. They combine three elements – core operations, data and analytics, and digital engagement – into a platform that enhances insurers’ ability to empower their customers. "
target: Cyence
Cyence empowers the insurance industry to understand the impact of emerging 21st century risks like cyber, business interruption, etc. Cyence’s unique data science combines data collection at scale, machine learning and economic/risk modeling to create an insurance risk modeling platform.
price ($mm)[EV]
$274 [$264]
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 3/16/2006 via BusinessWire

IBM, will acquire Language Analysis Systems, Inc.

synopsis: IBM today announced it has signed an agreement to acquire Language Analysis Systems, Inc. (LAS), a privately-held company based in Herndon, Virginia, that develops multicultural name recognition technology.
buyer: IBM (IBM:$75,030.00)
IBM is the world's largest information technology company. Drawing on resources from across IBM and key IBM Business Partners, IBM offers a wide range of services, solutions and technologies that enable customers, large and small, to take full advantage of the new era of on demand business. "
target: Language Analysis Systems, Inc.
LAS technology verifies the origin, cultural variations and meaning of names by comparing and analyzing factors commonly associated with nearly one billion names from around the world, including nicknames, titles, format changes and typographical errors.
price ($mm)
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closed 8/2/2005 via BusinessWire

FactSet Research Systems Inc., acquired Derivative Solutions, Inc.

synopsis: FactSet Research Systems Inc., a major supplier of computer-based financial and economic data to the investment community, today announced that it has acquired all of the outstanding capital stock of Derivative Solutions Inc. FactSet paid consideration of $42.5 million in cash and 305,748 shares of FactSet common stock.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet provides more than 100 databases of online financial information from more than 30 sources, including EDGAR SEC filings, Compustat, Interactive Data, and First Call. Subscribers can manipulate and analyze data ranging from federal securities filings to historical financial statistics. "
target: Derivative Solutions, Inc.
Derivative Solutions is a leading provider of analytical software to financial institutions. Our products provide all the tools necessary for the proper valuation and risk management of all fixed income securities including CMOs, ABS, CMBS, CDOs, MBS, Treasuries, Agencies, Corporates, and Derivativ
price ($mm)[EV]
$54 [$51]
rev ($mm)
$11
EBITDA ($mm)
$4
EV / rev
4.7x
EV / EBITDA
14.6x
closed 7/31/2019 via BNC Analysis

Prima Solutions, acquired OOliba NV

synopsis: Prima Solutions, provider of the Prima Insure™ software platform for the insurance sector, is continuing its growth strategy with the acquisition of Belgian company Ooliba, which specializes in actuarial solutions and regulatory compliance. Ooliba is a comprehensive and modular Solvency II software solution.
buyer parent: Carlyle Group
buyer: Prima Solutions
Prima Solutions provides P&C and L&H insurers the Prima Insure™ software platform to become a leader in insurance innovation. 100% web enabled, multilingual and delivered via SaaS mode, its addresses the entire life cycle of an insurance policy. "
target: OOliba NV
Ooliba is a Belgian company which specializes in actuarial solutions and regulatory compliance. Ooliba is a comprehensive and modular Solvency II software solution fully addressing the Solvency II quantitative needs of insurers, reinsurers and captives.
price ($mm)
rev ($mm)
EBITDA ($mm)
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announced 9/14/2006 via BusinessWire

DAVID Corporation, will acquire Unify Insurance Risk Management Division

synopsis: HALO Technology Holdings, Inc. has entered into a definitive agreement to acquire the Insurance Risk Management (IRM) and ViaMode divisions of Unify Corp. IRM will join with HALO subsidiary DAVID Corporation to deliver comprehensive risk management solutions designed to reduce customers' overall claims costs.
buyer parent: Halo Technology Holdings, Inc.
buyer: DAVID Corporation
DAVID Corporation leads the risk management information systems industry by developing and supporting superior software products designed for self-insured, self- administered organizations and third-party administrators. "
target parent: Unify Corp.
target: Unify Insurance Risk Management Division
Unify Insurance Risk Management provides risk management solutions specifically designed for the alternative risk insurance market. Unify IRM was established in February 2005 following the acquisition of Acuitrek Inc.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
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closed 7/13/2006 via PR Newswire

ChoicePoint, Inc., acquired ePolicy, Inc.

synopsis: ChoicePoint announced the acquisition of certain assets of California-based ePolicy, Inc., including the industry-leading ePolicy Solutions RightRisk(TM) product line. ePolicy provides a comprehensive set of administration solutions for commercial insurance carriers.
buyer: ChoicePoint, Inc.
Choicelinx Corporation is a benefits technology and services company specializing in a new generation of Web-based and consumer-focused benefits products for the health insurance industry. "
target: ePolicy, Inc.
With state-of-the-art Web-based technology services, ePolicy Solutions provides businesses with a range of products to automate the rate, quote, bind and issue processes.
price ($mm)
rev ($mm)
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EV / EBITDA
closed 2/3/2005 via BusinessWire

Unify Corp., acquired Acuitrek Inc.

synopsis: Unify Corp., a leading provider of business process automation solutions including specialty vertical applications, today announced it has acquired Sacramento-based Acuitrek Inc., a privately-held software provider of policy administration and underwriting solutions for the public entity self insured and risk pools insurance market.
buyer: Unify Corp. (DAEG:$23.67)
Unify is a global provider of application development, database and migration solutions that enable organizations to deliver modern, data-rich and cost effective applications. "
target: Acuitrek Inc.
Unify Insurance Risk Management provides risk management solutions specifically designed for the alternative risk insurance market. Unify IRM was established in February 2005 following the acquisition of Acuitrek Inc.
price ($mm)[EV]
$0.46 [$0.54]
rev ($mm)
$1
EBITDA ($mm)
EV / rev
2.1x
EV / EBITDA
closed 9/15/2017 via Company Press Release

Deloitte LLP, acquired SCDM

synopsis: Deloitte, a company that provides industry-leading audit, consulting, tax and advisory services, has acquired SCDM, a company that develops and delivers risk monitoring and analytics solutions for structured credit investors in Germany and internationally.
buyer: Deloitte LLP
Deloitte provides industry-leading audit, consulting, tax and advisory services to many of the world's most admired brands, including 80 percent of the Fortune 500 and more than 6,000 private and middle market companies. "
target: SCDM
SCDM develops and delivers risk monitoring and analytics solutions for structured credit investors in Germany and internationally. SCDM was founded in 2003 and is based in Frankfurt am Main, Germany.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
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 ($mm)
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EBITDA ($mm)
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closed 12/1/2014 via PR Newswire

Confluence, acquired Orfival

synopsis: Confluence, the global leader in investment data management automation, announces that it has acquired Belgium-based data solutions provider Orfival. Orfival provides dedicated data solutions to the insurance and asset management industries with a range of institutional and corporate clients.
buyer parent: Polaris Partners
buyer: Confluence
Confluence is a global leader in investment data management automation. Helping investment management companies gain unprecedented control, Confluence automates every step of the fund administration process - including the collection, creation, confirmation and delivery of investment product data. "
target: Orfival
Orfival provides dedicated data solutions to the insurance and asset management industries with a range of institutional and corporate clients. Orfival's services cover portfolio management and analytics, performance measurement and attribution, risk and investment compliance and reporting services.
price ($mm)
rev ($mm)
EBITDA ($mm)
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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
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)
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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.
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)
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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)
EBITDA ($mm)
EV / rev
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 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.
price ($mm)
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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.
price ($mm)
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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)
$1,965*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
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:$5,921.00)
Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. They combine industry expertise with innovative technology to deliver critical information to leading decision makers. "
target parent: Spire Capital Partners, L.P.
target: Highline Financial, LLC
Highline Financial is the preferred source of banking information and analytics with decades of experience serving the financial industry.
price ($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:$5,198.00)
Moody's Corporation is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: Equilibrium (Peru)
Equilibrium is a leading provider of credit rating and research services in Peru and other countries in Latin America. Based in Peru, Equilibrium has operated since 1996.
price ($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:$3,186.38)
London Stock Exchange Group is a diversified international market infrastructure and capital markets business sitting at the heart of the world's financial community. The Group operates a broad range of international equity, bond and derivatives markets. "
target parent: Blackstone Group LP
target: Refinitiv
Refinitiv provides information, insights and technology that drive innovation and performance in global financial markets. Their heritage of integrity enables customers to make critical decisions with confidence while their best-in-class data and cutting-edge technologies enable greater opportunity.
price ($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:$4,580.23)
Blackstone is one of the world’s leading investment firms. They seek to create positive economic impact and long-term value for their investors, the companies they invest in, and the communities in which they work. Tactical Opportunities is Blackstone's opportunistic investment platform. "
target parent: Thomson Reuters
target: Thomson Reuters Financial & Risk
The acquisition includes the financial and risk division of Thomson Reuters. The unit provides research and analysis tools to financial markets professionals. Thomson Reuters is the world's leading source of news and information for professional markets.
price ($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:$458.37)
Coupa Software is the cloud platform for business spend. They deliver “Value as a Service” by helping their customers maximize their spend under management, achieve significant cost savings and drive profitability. "
target: Riskopy, Inc.
Riskopy is changing how financial services are delivered by providing data-driven insights on 100 million businesses. Leveraging contextualized data, finance providers can accurately calculate the cost of capital, and monitor their portfolio for risks and opportunities.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
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:$1,244.10)
Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, and commodities, in addition to foreign exchange and Treasury markets. "
target: Realpoint, LLC
Realpoint is a nationally recognized credit-rating agency that has earned a reputation for innovation and excellence in the structured finance market. Their goal is to increase market transparency and provide investors with the highest quality ratings and analysis.
price ($mm)
$48
rev ($mm)
$12
EBITDA ($mm)
EV / rev
4.0x
EV / EBITDA
closed 7/27/2020 via BNC Analysis

Paynet, acquired Ansonia

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

Falfurrias Capital, acquired Tax Guard

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:$5,921.00)
Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. It combines industry expertise with innovative technology to deliver critical information to leading decision makers. "
target parent: Spectrum Equity
target: World-Check
World-Check, the leading global provider of highly structured risk intelligence, offers banks, institutional lenders, lawyers, accounting firms and other regulated financial services providers a comprehensive solution for meeting their regulatory compliance requirements.
price ($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:$1,244.10)
Morningstar, Inc. is a leading provider of independent investment research. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. "
target: DBRS Limited
DBRS is an independent, privately held, globally recognized credit ratings agency. DBRS’s approach and size provide the agility to respond to customers’ needs in their local markets, while being large enough to provide the necessary expertise and resources.
price ($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

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