Like brightday

closed 3/24/2016 via BNC Analysis

Yellow Brick Road, acquired brightday

See 6 Comparable Transactions
synopsis: Yellow Brick Road has acquired brightday a web-based B2C investment business, from Eureka Report, which is owned by News Corp. Brightday is a provider of online digital tools for investment management and selecting superannuation plans.
buyer: Yellow Brick Road (ASX:YBR:$168.68)
Yellow Brick Road is a wealth management company with one goal – to give Australian families and small businesses access to quality financial advice. "
 target parent: News Corporation
target: brightday
Brightday is a web-based B2C investment business. Brightday is a provider of online digital tools for investment management and selecting superannuation plans. Brightday is created by the the team at Eureka Report, Australia's leading investment publication.
price ($mm)
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closed 4/20/2005 via BusinessWire

PerfectData Corporation, merged with Sona Mobile, Inc.

See 10 Comparable Transactions
synopsis: PerfectData Corporation announced today that it has completed the acquisition of Sona Mobile, Inc. by virtue of a reverse merger. As a result, Sona Mobile is now a wholly owned subsidiary of PerfectData and the former Sona Mobile shareholders will own approximately 80% of PerfectData on a fully diluted basis.
buyer: PerfectData Corporation (PERF:$0.00)
PerfectData Corporation, based in Simi Valley, California, designs and markets a broad line of computer, office care and maintenance products and accessories. The products are designed to eliminate or minimize contamination in and around computers and office automation equipment, and to enhance use "
 target: Sona Mobile, Inc.
Sona Innovations was founded in 2000 with the vision of the Internet and of wireless technology merging to provide users with an empowered experience. Sona Innovations Inc.'s team brings together over 20 years of experience in mobility technology, e-business, and e-commerce in order to deliver a un
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closed 11/2/2009 via BusinessWire

Intuit, Inc., acquired Mint Software, Inc.

See 8 Comparable Transactions
synopsis: Intuit Inc. has completed its acquisition of Mint.com, a fast-growing provider of online personal finance services based in Mountain View, Calif. The transaction enhances Intuit’s position as a leading provider of consumer, software-as-a-service offerings that connect customers across desktop, online and mobile.
buyer: Intuit, Inc. (INTU:$6,857.00)
Intuit is a leading provider of business and financial management solutions for small and mid-sized businesses, consumers and accounting professionals. Its flagship products and services, simplify small business management and payroll processing, personal finance, and tax preparation and filing. "
 target: Mint Software, Inc.
Mint is free online money management service for consumers. While existing personal finance software packages require hours to set up, a passion for accounting (is that possible?) and hours of weekly maintenance, Mint is virtually effortless.
price ($mm)
$171
rev ($mm)
EBITDA ($mm)
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EV / EBITDA
closed 2/22/2016 via BusinessWire

United Capital Financial Partners, Inc., acquired FlexScore

See 39 Comparable Transactions
synopsis: United Capital Financial Advisers, LLC, the nation’s largest financial life management firm, expands its platform with the acquisition of FlexScore™, the only patented digitized financial planning solution in the U.S. FlexScore helps individuals digitally manage their financial lives and make prudent financial decisions.
buyer: United Capital Financial Partners, Inc.
United Capital Financial Partners is an independent financial life management firm. United Capital is a Registered Investment Adviser offering client objective advice and an open architecture platform that enables a wide array of investment management solutions tailored specifically to client needs."
 target: FlexScore
FlexScore is a revolutionary online product. It helps individuals digitally manage their financial lives and make prudent financial decisions. FlexScore is an entirely new financial product that empowers people to take more control over their financial life.
price ($mm)
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announced 3/26/2015 via PR Newswire

Northwestern Mutual, will acquire LearnVest

See 17 Comparable Transactions
synopsis: Northwestern Mutual has announced that it will acquire LearnVest™, a leader in online financial planning and client experience technology. LearnVest is one of the fastest-growing financial planning platforms in America. Through the comprehensive LearnVest Program, LearnVest helps thousands of households nationwide take control of their money.
buyer: Northwestern Mutual
Northwestern Mutual has been helping families and businesses achieve financial security for nearly 160 years. With more than $1.5 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.3 million people. "
 target: LearnVest
LearnVest is one of the fastest-growing financial planning platforms in America. Through the comprehensive and dynamic LearnVest Program, LearnVest helps thousands of households nationwide take control of their money.
price ($mm)
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closed 5/8/2014 via Company Press Release

Momentum Global Investment Management, acquired Blue Speck Financial Ltd

See 39 Comparable Transactions
synopsis: Blue Speck Financial, its trading style YourWealth.co.uk and its Money Hub app technology have been acquired by Momentum in the UK. Blue Speck Financial operate a number of brands in the finance sector focused on delivering unique value to consumers and businesses alike.
buyer: Momentum Global Investment Management
Momentum Global Investment Management was established in the UK in 1998 as the international asset management arm of the Momentum Group. Their clients and partners span institutions, corporate, wealth managers and professional advisors in the UK and Channel Islands, South Africa, Europe, the Middle "
 target: Blue Speck Financial Ltd
Blue Speck Financial operate a number of brands in the finance sector focused on delivering unique value to consumers and businesses alike. Their YourWealth.co.uk offers access to innovative tools that allow consumers to self-select and purchase savings, investment and insurance products directly.
price ($mm)
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closed 3/24/2016 via BNC Analysis

Yellow Brick Road, acquired brightday

See 6 Comparable Transactions
synopsis: Yellow Brick Road has acquired brightday a web-based B2C investment business, from Eureka Report, which is owned by News Corp. Brightday is a provider of online digital tools for investment management and selecting superannuation plans.
buyer: Yellow Brick Road (ASX:YBR:$168.68)
Yellow Brick Road is a wealth management company with one goal – to give Australian families and small businesses access to quality financial advice. "
 target parent: News Corporation
target: brightday
Brightday is a web-based B2C investment business. Brightday is a provider of online digital tools for investment management and selecting superannuation plans. Brightday is created by the the team at Eureka Report, Australia's leading investment publication.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/24/2016 via BNC Analysis

Yellow Brick Road, acquired brightday

See 6 Comparable Transactions
synopsis: Yellow Brick Road has acquired brightday a web-based B2C investment business, from Eureka Report, which is owned by News Corp. Brightday is a provider of online digital tools for investment management and selecting superannuation plans.
buyer: Yellow Brick Road (ASX:YBR:$168.68)
Yellow Brick Road is a wealth management company with one goal – to give Australian families and small businesses access to quality financial advice. "
 target parent: News Corporation
target: brightday
Brightday is a web-based B2C investment business. Brightday is a provider of online digital tools for investment management and selecting superannuation plans. Brightday is created by the the team at Eureka Report, Australia's leading investment publication.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/5/2018 via PR Newswire

Javier Marín Romano, Warburg Pincus, will acquire Self Bank

See 80 Comparable Transactions
synopsis: Warburg Pincus, a leading global private equity firm, and Javier Marín Romano, a Spanish banking veteran with 25 years of experience in the sector, have partnered to acquire Self Bank from Société Générale's Boursorama subsidiary. Self Bank is a leading online wealth management provider with a broad suite of banking and wealth management products.
buyer: Warburg Pincus
buyer: Javier Marín Romano
Warburg Pincus LLC is a leading global private equity firm focused on growth investing. The firm has more than $44 billion in private equity assets under management. The firm's active portfolio of more than 160 companies is highly diversified by stage, sector and geography. "
 target parent: Société Générale
target: Self Bank
Self Bank is a leading online wealth management provider with a broad suite of banking and wealth management products including savings accounts, payroll accounts, equity and over 2,000 investment funds. They are based in Madrid, Spain.
price ($mm)
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announced 3/14/2016 via BusinessWire

Goldman Sachs & Co., will acquire Honest Dollar

See 1 Comparable Transactions
synopsis: The Investment Management Division of Goldman Sachs has agreed to acquire Honest Dollar. The company is a web and mobile-based retirement savings platform, as part of an effort to serve the approximately 45 million Americans who do not have access to employer-sponsored retirement plans.
buyer: Goldman Sachs & Co. (GS:$37,162.00)
The Goldman Sachs Group Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals."
 target: Honest Dollar
Honest Dollar develops retirement products for underserved audiences that work for everyone: employee, employer and the economy. Honest Dollar’s mission is to remove potential barriers that keep these underserved audiences from establishing and maintaining retirement accounts.
price ($mm)
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closed 3/4/2019 via Company Press Release

Axos Financial, Inc, acquired WiseBanyan

See 10 Comparable Transactions
synopsis: Axos Financial, the holding company for Axos Bank which provides financing for residential properties and businesses, has acquired WiseBanyan, the world’s first free financial advisor. WiseBanyan empowers its clients to start managing their money early and provides the best advice for them.
buyer: Axos Financial, Inc (AX:$430.32)
Axos Financial, Inc. is the holding company for Axos Bank, a nationwide bank that provides financing for single and multifamily residential properties, small-to-medium size businesses in target sectors, and selected specialty finance receivables. "
 target: WiseBanyan
WiseBanyan is the world’s first free financial advisor. By having no minimum requirements to start and not earning money based off its clients' assets under management, WiseBanyan empowers its clients to start earlier and provide the best advice after they do.
price ($mm)
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closed 3/17/2017 via BNC Analysis

BinckBank, acquired Pritle

See 10 Comparable Transactions
synopsis: Dutch robo-advisor Pritle has been acquired by BinckBank. Founded by former ABN Amro executive Thomas Bunnick, Pritle helps users to define and track their financial operations through automatic portfolio re-balancing and personalised recommendations. Pritle is a new modern, simple to use online wealth manager.
buyer: BinckBank (:$186.53)
BinckBank is the largest independent Dutch online bank for investors. BinckBank operates as an online bank for investors and savers by offering online financial services provided by its central European IT platform. "
 target: Pritle
Pritle is a new modern, simple to use online wealth manager to help users get more out of their money. Founded by former ABN Amro executive Thomas Bunnick, Pritle helps users to define and track their financial operations through automatic portfolio re-balancing and personalised recommendations.
price ($mm)
$13
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 3/26/2015 via PR Newswire

Northwestern Mutual, will acquire LearnVest

See 17 Comparable Transactions
synopsis: Northwestern Mutual has announced that it will acquire LearnVest™, a leader in online financial planning and client experience technology. LearnVest is one of the fastest-growing financial planning platforms in America. Through the comprehensive LearnVest Program, LearnVest helps thousands of households nationwide take control of their money.
buyer: Northwestern Mutual
Northwestern Mutual has been helping families and businesses achieve financial security for nearly 160 years. With more than $1.5 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.3 million people. "
 target: LearnVest
LearnVest is one of the fastest-growing financial planning platforms in America. Through the comprehensive and dynamic LearnVest Program, LearnVest helps thousands of households nationwide take control of their money.
price ($mm)
rev ($mm)
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closed 11/19/2007 via BusinessWire

ING DIRECT USA, acquired ShareBuilder Corporation

See 10 Comparable Transactions
synopsis: ING DIRECT USA, the nation’s largest direct bank has completed its acquisition of ShareBuilder Corporation, a privately-held Seattle-based online financial services company. The acquisition will add cost-effective, simple investment options to ING DIRECT’s consumer product offerings.
buyer parent: ING Group NV
buyer: ING DIRECT USA
ING DIRECT, the nation’s largest direct bank and fourth-largest thrift, is dedicated to inspiring Americans to become a nation of savers. Since its inception in 2000, more than 6 million Americans have entrusted their savings with ING DIRECT, building the bank to $77 billion in assets. "
 target: ShareBuilder Corporation
ShareBuilder Securities Corporation is an online brokerage designed for long-term investing. The company's vision is to increase the personal savings rate of the average American by helping people build and manage wealth over the long term.
price ($mm)
$220
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/19/2018 via Company Press Release

JLT Employee Benefits, will acquire Moola

See 24 Comparable Transactions
synopsis: JLT Employee Benefits (JLT), one of the UK’s leading employee benefit providers, has acquired the award-winning digital saving and investment service Moola, subject to regulatory approval. Moola is an innovative, affordable and consumer-friendly investment service.
buyer parent: Jardine Lloyd Thompson Group PLC
buyer: JLT Employee Benefits
JLT Employee Benefits is one of the UK’s leading employee benefit providers. JLT Employee Benefits offers a single centralised source for all pension and benefit requirements. They inform, consult and deliver. "
 target: Moola
Moola is a digital saving and investment service. Moola is an innovative, affordable and consumer-friendly investment service. It offers customers the opportunity to invest in Individual Savings Accounts (ISAs), Generalised Investment Accounts (GIA), as well as ethical and tax efficient portfolios.
price ($mm)
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announced 5/30/2018 via PR Newswire

Metal Pay, will acquire Crumbs Technologies Inc.

See 24 Comparable Transactions
synopsis: Metal Pay, a blockchain-based financial services company, will acquire Crumbs Technologies Inc., an innovative micro investing app that allows users to invest in digital assets. Crumbs lets users invest in digital assets with their spare change from credit and debit cards. The spare change goes into their own customizable indexes of digital assets.
buyer: Metal Pay
Metal Pay is reimagining money by putting digital assets in the hands of every person in the world. By creating an ecosystem of products, Metal meets the needs of all types of users. Metal's portfolio of products makes it simple, enjoyable and rewarding to participate in the new financial system. "
 target: Crumbs Technologies Inc.
Crumbs Technologies combines the power of micro-investing with the performance of digital assets in their app, Crumbs. Crumbs lets users invest in digital assets with their spare change from credit and debit cards. The spare change goes into their own customizable indexes of digital assets.
price ($mm)
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closed 12/15/2016 via BNC Analysis

Trustees Australia Limited, acquired Cashwerkz Pty Ltd

See 10 Comparable Transactions
synopsis: Trustees Australia is pleased to advise that it has entered into a heads of agreement to acquires the issued capital of Cashwerkz Pty Ltd, an innovative Australian fin-tech company. Cashwerkz is an online term deposit marketplace and cash management platform.
buyer: Trustees Australia Limited (ASX:TAU:$2.86)
Trustees Australia is an ASX listed financial services business holding ASIC licences which allow it specialise in providing Responsible Entity, Trustee and Custodian services for asset management and administration for its own funds and on behalf of others. "
 target: Cashwerkz Pty Ltd
Cashwerkz is an online term deposit marketplace and cash management platform. Cashwerkz is a new term deposit investing hub, designed for the pros and now freely available to anyone who wants to actively manage their cash.
price ($mm)
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announced 10/28/2009 via AP - Associated Press

Monex Group, Inc., will acquire ORIX Securities Coporation

See 11 Comparable Transactions
synopsis: Monex Group Inc, Japan's No. 3 online broker, will buy the securities unit of Orix Corp in a deal that will create the country's second-largest online broker. By forming a broker with more than $23 billion in client assets in over 1.3 million accounts, the two will be able to cut costs and beef up product and service line-ups.
buyer: Monex Group, Inc.
Monex Group, Inc., through its susidiaries, provides online brokerage and investment advisory services such as stocks, mutual funds, bonds, alternative investment products, fixed income products, and forex products for individuals. "
 target parent: ORIX Corporation
target: ORIX Securities Coporation
ORIX Securities Corporation assists corporate clients with initial public offering and capital market fund management in addition to operating retail investor-oriented online services such as the discount brokerage "ORIX Online" and foreign exchange margin brokerage "ORIX FX".
price ($mm)
$275
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/1/2005 via PR Newswire

E-Trade Financial Corp., acquired BrownCo

See 11 Comparable Transactions
synopsis: E*TRADE FINANCIAL Corporation ET today announced it has completed the acquisition of BrownCo, an online brokerage service of JPMorgan Chase & Co.
buyer: E-Trade Financial Corp. (ETFC:$2,937.00)
The E*Trade Financial family of companies provide financial services including brokerage, banking and lending for retail, corporate and institutional customers. Securities products and services are offered by E*Trade Securities LLC (Member NASD/SIPC). "
 target parent: J.P. Morgan Chase & Co.
target: BrownCo
BrownCo is an online investment brokerage for experienced investors. Provides stock trading, mutual funds, free quotes, equity market orders, IRAs, and more.
price ($mm)
$1,600
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/6/2005 via PR Newswire

E-Trade Financial Corp., acquired Harrisdirect

See 11 Comparable Transactions
synopsis: E*TRADE FINANCIAL Corporation ET today announced it has completed the acquisition of the US-based online brokerage operations of Harrisdirect from BMO Financial Group.
buyer: E-Trade Financial Corp. (ETFC:$2,937.00)
The E*Trade Financial family of companies provide financial services including brokerage, banking and lending for retail, corporate and institutional customers. Securities products and services are offered by E*Trade Securities LLC (Member NASD/SIPC). "
 target parent: BMO Financial Group
target: Harrisdirect
Harrisdirect is an industry-leading provider of electronic brokerage & related investment services for self-directed investors. Its platform enables you to buy and sell stocks, bonds, options & mutual funds online at Investment Centers nationwide. They also deliver a menu of online planning tools.
price ($mm)
$700
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/25/2006 via PR Newswire

Ameritrade Holding Corporation, acquired TD Waterhouse

See 11 Comparable Transactions
synopsis: TD Bank Financial Group has completed the sale of TD Waterhouse USA to Ameritrade Holding Corporation, creating the combined company, TD Ameritrade. In connection with the transaction, TD Waterhouse Canada has acquired 100% of Ameritrade's Canadian brokerage operations.
buyer: Ameritrade Holding Corporation (AMTD:$3,605.00)
TD AMERITRADE Holding Corporation, through its brokerage subsidiaries, provides a dynamic balance of investment products and services that make it the investment firm of choice for millions of retail investor and independent registered investment advisor (RIA) clients. "
 target parent: Toronto Dominion Bank
target: TD Waterhouse
TD Waterhouse provides investors with a broad range of brokerage, mutual fund, banking products and services on an integrated basis. As you browse through our Web site, we invite you to read about our Products & Services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/14/2019 via BNC Analysis

Scripbox, acquired Upwardly

See 10 Comparable Transactions
synopsis: Scripbox, India's most trusted online investment service, has acquired Upwardly, an Indian financial advisory platform. Upwardly provides an easy-to-use investment platform that allows their users to fulfill their desires, aspirations, and dreams. Upwardly cherry picks the best mutual funds and makes it extremely convenient for users to invest.
buyer: Scripbox
Scripbox is India's most trusted online investment service. Scripbox makes investing in mutual funds easy. Scripbox allows users to start investing to grow their wealth and save money for their life goals. Their platform scientifically selects the best equity or debt mutual funds for their users. "
 target: Upwardly
Upwardly is an Indian financial advisory platform. Upwardly provides an easy-to-use, tech-driven investment platform that allows their users to fulfill their desires, aspirations, and dreams. Upwardly cherry picks the best mutual funds and makes it extremely convenient for users to invest.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/1/2012 via BusinessWire

Zecco merged with TradeKing,

See 10 Comparable Transactions
synopsis: TradeKing and Zecco, two innovators in the online brokerage industry, announced the merger of the two firms has officially closed. Zecco is an online brokerage site for stock, options, and forex traders. Zecco Trading is an online stock brokerage that offers low cost stock trades and low cost options trades.
buyer: TradeKing
TradeKing is a nationally licensed online stock and options broker offering simple, low cost online trading fees. TradeKing has received multiple discount broker awards from top industry sources and was rated best in customer service by SmartMoney Magazine. "
 target: Zecco
Zecco is an online brokerage site for stock, options, and forex traders. Zecco Trading is an online stock brokerage that offers low cost stock trades and low cost options trades. Zecco provides low commission rates, free research and tools, and customer service.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/24/2007 via PR Newswire

optionsXpress Holdings, Inc., acquired XPressTrade, LLC

See 10 Comparable Transactions
synopsis: optionsXpress Holdings, Inc. has completed the acquisition of XpressTrade, LLC, for approximately $37 million. XpressTrade, also based in Chicago, is a leading Internet-based futures and foreign exchange broker, which offers self-directed retail customers, 24-hour access to 25 exchanges and over 300 futures products worldwide.
buyer: optionsXpress Holdings, Inc. (OXPS:$231.44)
optionsXpress Holdings, Inc. provides innovative securities brokerage products and services for investor education, strategy evaluation and trade execution. Through its subsidiaries optionsXpress, Inc., and brokersXpress LLC the company offers a wide range of investor tools. "
 target: XPressTrade, LLC
XpressTrade was formed with an emphasis on investor education, high-touch customer service and an easy-to-use interface. XpressTrade has achieved average annual revenue growth of 70% and pretax income growth of 77% since 2003. Customer assets have almost tripled over the same period.
price ($mm)
$37
rev ($mm)
$19
EBITDA ($mm)
$8
EV / rev
2.0x
EV / EBITDA
4.7x
announced 2/12/2020 via BNC Analysis

IMAN Capital Partners, will acquire Crealsa

See 23 Comparable Transactions
synopsis: IMAN Capital Partners, a UK-based private capital firm, will acquire a majority stake in Crealsa Investments, a Spanish fintech platform that offers alternative financing services. Crealsa's web-based origination and underwriting platform provides solutions for the financing of invoices and promissory notes to SMEs.
buyer: IMAN Capital Partners
IMAN Capital Partners is a private capital firm focusing on special-situation or tactical private investments across Europe and other countries. IMAN Capital is focused on value investing where underlying asset value and/or expandable cash flow generation offer attractive returns over the long-term."
 target: Crealsa
Crealsa is a Spanish fintech platform that offers alternative financing services. Crealsa's web-based origination and underwriting platform provides solutions for the financing of invoices and promissory notes to SMEs with around EUR270 million of discounted volume across 50,000 transactions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/18/2019 via finextra.com

iBanFirst, acquired Forexfix

See 5 Comparable Transactions
synopsis: iBanFirst, a global financial services provider, has acquired Forexfix, an online foreign-exchange platform in Germany. Forexfix provides easy, fast, and transparent international money transfers for small and medium-sized businesses. Their platform offers the most competitive rates for immediate and future foreign currency transfers.
buyer: iBanFirst
iBanFirst is a global financial services provider. iBanFirst offers an online platform that combines a full range of financial products and services with a modern and robust core banking infrastructure. Their platform enables businesses to simplify the management of all currency accounts. "
 target: Forexfix
Forexfix is an online foreign-exchange platform in Germany. Forexfix provides easy, fast, and transparent international money transfers for small and medium-sized businesses. Their platform offers the most competitive rates for immediate and future foreign currency transfers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/22/2013 via PR Newswire

GAIN Capital Holdings, Inc., will purchase US Customer Accounts from FX Solutions LLC

See 21 Comparable Transactions
synopsis: GAIN Capital Holdings, Inc., a leading global provider of online trading services, announced that it has reached an agreement to acquire the U.S.-based retail customer accounts of FX Solutions LLC, a provider of foreign exchange trading solutions and an affiliate of City Index Group.
buyer: GAIN Capital Holdings, Inc. (GCAP:$213.30)
GAIN Capital Holdings is a global provider of online trading services. Its innovative trading technology provides market access and highly automated trade execution services across multiple asset classes, including foreign exchange, contracts for difference (CFDs) and exchange-based products. "
 seller parent: Intercapital Private Group Ltd.
seller: FX Solutions LLC
FX Solutions LLC, provides a proprietary Internet-based foreign exchange trading platform to retail traders, and serves as a market maker and principal counterparty in the retail foreign exchange market.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/19/2010 via PR Newswire

GAIN Capital Holdings, Inc., will purchase Retail Forex Business from Capital Market Services, LLC

See 21 Comparable Transactions
synopsis: GAIN Capital Holdings, Inc., a global provider of online trading services specializing in foreign exchange (forex or FX) and contracts for difference (CFDs), has reached an agreement to acquire the retail forex business of Capital Market Services LLC ("CMS Forex"), pending regulatory approvals and other closing conditions.
buyer: GAIN Capital Holdings, Inc. (GCAP:$213.30)
GAIN Capital Holdings, Inc. is a provider of online trading services, specializing in foreign exchange and contracts for difference. GAIN Capital provides execution and technology products and services to an institutional client base including asset managers and other financial services firms. "
 seller: Capital Market Services, LLC
Capital Market Services (CMS Forex) was founded in 1999 by professional Forex traders, Forex brokers and software developers. Since its inception, CMS Forex has identified traders' needs and built its core trading platform, VT Trader™, to accommodate its loyal client base.
price ($mm)
$8.00
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
Pages:  

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brightday

Sona Mobile, Inc.

Mint Software, Inc.

FlexScore

LearnVest

Blue Speck Financial Ltd

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brightday

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brightday

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Self Bank

Honest Dollar

WiseBanyan

Pritle

LearnVest

ShareBuilder Corporation

Moola

Crumbs Technologies Inc.

Cashwerkz Pty Ltd

ORIX Securities Coporation

BrownCo

Harrisdirect

TD Waterhouse

Upwardly

Zecco

XPressTrade, LLC

Crealsa

Forexfix

FX Solutions LLC

Capital Market Services, LLC

Pages:  
Geography
Matching Companies
Ticker: LEH
 
 
 
 
 
 
 
 
Lehman Brothers
Lehman Brothers, an innovator in global finance, serves the financial needs of corporations, governments and municipalities, institutional clients, and high net worth individuals worldwide.
year
2007
rev ($mm)
$59,003.00
EBITDA ($mm)
$6,590.00
EBIT ($mm)
$6,013.00
Net Income ($mm)
$4,192.00
Employees
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Ticker: ASX:YBR
 
 
 
 
 
 
 
 
Yellow Brick Road
Yellow Brick Road
Yellow Brick Road is a wealth management company with one goal – to give Australian families and small businesses access to quality financial advice.
year
2015
rev ($mm)
$168.68
EBITDA ($mm)
$8.06
EBIT ($mm)
$6.79
Net Income ($mm)
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Ticker: SCHW
 
 
 
 
 
 
 
 
The Charles Schwab Corporation
The Charles Schwab Corporation
The Charles Schwab Corporation is a leading provider of financial services. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors.
year
2020
rev ($mm)
$10,615.00
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$3,535.00
Employees
20200
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Ticker: SEHK:1019
 
 
 
 
 
 
 
 
Convoy Financial
Convoy is an Independent Financial Advisor based out of Hong Kong. Convoy has vast experience in giving tailored financial planning advice since they understand every customer has specific needs and objectives.
year
2017
rev ($mm)
$155.13
EBITDA ($mm)
($14.99)
EBIT ($mm)
($19.16)
Net Income ($mm)
Employees
527
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Ticker: LSE:JTC
 
 
 
 
 
 
 
 
JTC PLC
JTC PLC
JTC PLC is an award-winning provider of fund, corporate and private client services to institutional and private clients. Founded in 1987, JTC has more than 900 people working across its global office network and is trusted to administer more than $130 billion of client assets.
year
2019
rev ($mm)
$108.81
EBITDA ($mm)
$32.57
EBIT ($mm)
$23.81
Net Income ($mm)
$17.20
Employees
700
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Ticker: DIFX:BLME
 
 
 
 
 
 
 
 
Bank of London and The Middle East plc
Bank of London and The Middle East plc, an independent wholesale bank, provides a range of Sharia’a compliant banking services to businesses and individuals with a focus on Europe and the Middle East. It operates through three segments: Corporate Banking, Wealth Management, and Treasury.
year
2013
rev ($mm)
$89.38
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$7.25
Employees
99
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Ticker: HLSE:PNA1V
 
 
 
 
 
 
 
 
Panostaja
Panostaja
Panostaja is an investment company developing Finnish SMEs in the role of an active majority shareholder. The company aims to be the most sought-after partner for business owners selling their companies as well as for the best managers and investors.
year
2018
rev ($mm)
$242.58
EBITDA ($mm)
$25.24
EBIT ($mm)
$14.37
Net Income ($mm)
$34.96
Employees
0
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Ticker: OM:STWK
 
 
 
 
 
 
 
 
Stockwik Förvaltning AB
Stockwik Förvaltning AB
Stockwik is a Swedish investment company. Stockwik invests in a portfolio of well-managed, stable and profitable, smaller Swedish companies. The company offers a stable platform for small companies to develop both organically and through complementary acquisitions.
year
2020
rev ($mm)
$45.36
EBITDA ($mm)
$2.82
EBIT ($mm)
$1.60
Net Income ($mm)
$3.15
Employees
1
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Ticker: CRO
 
 
 
 
 
 
 
 
Creon Corporation Plc
Creon Corporation Plc
Creon is a specialist provider of mezzanine finance for UK residential property development. It provides a single source of risk finance for small to medium sized developers. The company floated on AIM in November 2004 raising its initial funding.
year
2009
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
($0.30)
Net Income ($mm)
Employees
2
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Ticker: ENXTPA:NEXTS
 
 
 
 
 
 
 
 
NextStage SCA
NextStage SCA
NextStageAM is an independent management company and one of the pioneers and leaders in the provision of growth capital in France. NextStageAM is specialized in investing and financing the growth of SMEs and mid-sized businesses (MSBs) that are “champions” in their respective fields.
year
2017
rev ($mm)
$5.23
EBITDA ($mm)
EBIT ($mm)
$2.10
Net Income ($mm)
$2.13
Employees
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Ticker: ENXTAM:AGN
 
 
 
 
 
 
 
 
AEGON N.V.
AEGON N.V.
Aegon is an international life insurance, pension and asset management company. The company has businesses in over twenty markets in the Americas, Europe and Asia. Aegon companies around the world offer a wide range of life insurance, pensions and long-term investment and savings products.
year
2017
rev ($mm)
$62,982.93
EBITDA ($mm)
$3,240.18
EBIT ($mm)
$2,554.96
Net Income ($mm)
$2,887.04
Employees
28318
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Ticker: PNC
 
 
 
 
 
 
 
 
The PNC Financial Services Group
The PNC Financial Services Group
PNC Financial Services Group is one of the nation's largest diversified financial services organizations providing retail and business banking; specialized services for corporations and government entities, including corporate banking; wealth management; asset management and global fund services.
year
2020
rev ($mm)
$14,182.00
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$7,302.00
Employees
50968
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Ticker: FITB
 
 
 
 
 
 
 
 
Fifth Third Bancorp
Fifth Third Bancorp
Fifth Third Bancorp is a diversified financial services company headquartered in Cincinnati, Ohio and the indirect parent company of Fifth Third Bank, National Association, a federally chartered institution.
year
2020
rev ($mm)
$6,667.00
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$1,557.00
Employees
20283
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Ticker: HRB
 
 
 
 
 
 
 
 
H & R Block, Inc.
H & R Block, Inc.
H&R Block Inc. is one of the world's largest tax services providers, having prepared more than 550 million tax returns worldwide since 1955. The Company provides tax return preparation services in person, through H&R Block At Home™ online and desktop software products, and through other channels.
year
2019
rev ($mm)
$3,094.88
EBITDA ($mm)
$782.49
EBIT ($mm)
$615.79
Net Income ($mm)
$422.51
Employees
2700
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Ticker: FACT
 
 
 
 
 
 
 
 
First Albany Companies, Inc.
Founded in 1953, First Albany remains one of the few institutionally-focused and independent investment banks in the United States. The businesses of First Albany Companies share an entrepreneurial, boutique culture in which client satisfaction and personal and firm-wide accountability are our guide
year
2008
rev ($mm)
$18.26
EBITDA ($mm)
($159.17)
EBIT ($mm)
($179.35)
Net Income ($mm)
Employees
189
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