Like TRANZACT

closed 7/21/2016 via PR Newswire

Clayton, Dubilier & Rice, Inc., acquired TRANZACT

synopsis: Clayton, Dubilier & Rice, a private investment firm, announced that it completed the previously announced acquisition of TRANZACT, the leading provider of comprehensive, direct-to-consumer sales and marketing solutions for insurance carriers in the United States.
buyer: Clayton, Dubilier & Rice, Inc.
Clayton, Dubilier & Rice is a private investment firm with a strategy predicated on producing financial returns by building stronger, more profitable businesses. Since inception, CD&R has managed the investment of $21 billion in 66 businesses representing a broad range of industries "
target parent: White Mountains Insurance Group, Ltd.
target: TRANZACT
MG LLC is a provider of sales and marketing services to insurance companies that does business as Tranzact. It is a market leader in delivering high-volume sales for the top insurance brands in America. Tranzact helps leading consumer insurance brands grow direct-to consumer business.
price ($mm)
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announced 3/31/2019 via GlobeNewswire

Willis Towers Watson, will acquire TRANZACT

synopsis: Willis Towers Watson, a leading global advisory, broking and solutions company, announced the acquisition of TRANZACT, a direct-to-consumer health care organization that links individuals to U.S. insurance carriers. TRANZACT is a provider of comprehensive, direct-to-consumer sales and marketing solutions for leading insurance carriers in the US.
buyer: Willis Towers Watson (WW:$8,513.00)
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. Willis Towers Watson designs and delivers solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital. "
target parent: Clayton, Dubilier & Rice, Inc.
target: TRANZACT
TRANZACT is a provider of comprehensive, direct-to-consumer sales and marketing solutions for leading insurance carriers in the US. They leverage digital, data and direct marketing solutions to deliver qualified leads.
price ($mm)
$1,200
rev ($mm)
$260
EBITDA ($mm)
EV / rev
5.4x
EV / EBITDA
closed 10/11/2017 via PE Hub

Lightyear Capital LLC, acquired Datalot Inc.

synopsis: Lightyear Fund IV, L.P., a fund managed by Lightyear Capital LLC acquired a majority stake in Datalot Inc. Datalot has built a new telephony platform specialized for converting mobile and web traffic into qualified, live phone interactions.
buyer: Lightyear Capital LLC
Lightyear Capital is a financial services-focused private equity firm based in New York. Lightyear, through its affiliated private equity funds, makes primarily control investments in North America-based, middle-market financial services companies. "
target: Datalot Inc.
Focused on serving the insurance industry, Datalot offers a self-serve solution for insurance carriers and agents to access transaction-ready consumers via live qualified calls and achieve complete customer attribution and visibility throughout the sales cycle.
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closed 11/17/2020 via PR Newswire

Clearlake Capital Group, L.P., acquired Zywave, Inc

synopsis: Clearlake Capital Group, L.P. has acquired Zywave, Inc., the leading Software-as-a-Service (SaaS) provider of front office insurance solutions, from Aurora Capital Partners. Zywave is a market-leading provider of cloud-based insurance distribution software, offering expansive digital solutions to strengthen and grow insurance businesses.
buyer: Clearlake Capital Group, L.P.
Clearlake Capital Group, L.P. is a leading private investment firm. With a sector-focused approach, the firm seeks to partner with world-class management teams by providing patient, long-term capital to dynamic businesses that can benefit from Clearlake’s operational improvement approach. "
target parent: Aurora Capital Group
target: Zywave, Inc
Zywave is a leading insurance tech company, fueling business growth with cloud-based sales management, client delivery, content, and analytics solutions. Zywave offers a technology platform embedded with robust data and the most comprehensive content portfolio available.
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closed 1/30/2007 via

Precis Inc., acquired Insuraco USA, L.L.C.

synopsis: Precis Inc. announced that it has entered into a non-binding letter of intent to acquire Insuraco USA, L.L.C., a Fort Worth, Texas company providing web-based technology, specialty products and marketing for the insurance and financial services industry.
buyer: Precis Inc. (AUSA:$0.00)
Access Plans USA provides access to affordable healthcare. We develop and distribute quality affordable consumer driven healthcare programs for individuals and families, and, to a lesser extent, employer groups. "
target parent: Insurance Capital Management
target: Insuraco USA, L.L.C.
Insuraco USA provides web-based technology, specialty products and marketing for insurance and financial services. ICM's team of sales, marketing and technology professionals enable insurance, healthcare and financial service companies to improve their product distribution and marketing.
price ($mm)
$9.11
rev ($mm)
EBITDA ($mm)
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closed 8/18/2017 via Company Press Release

FMG Suite, acquired Agency Revolution

synopsis: FMG Suite, the leading marketing software solution for financial advisors, announces the recent acquisition of Agency Revolution, the company responsible for Connect, the premier automated client communication software for insurance agents and brokers.
buyer: FMG Suite
FMG Suite is an automated marketing platform for financial professionals. FMG Suite provides an all-in-one integrated suite of marketing tools built to help financial advisers succeed. Using one platform, this helps clients build an online presence and drive new business. "
target: Agency Revolution
Agency Revolution is an insurance industry specific company. AR offers a marketing platform to help Independent Insurance Agents and Brokers automate their processes, engage their customers to build deeper, more meaningful relationships, and grow their agencies and brokerages.
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closed 3/4/2015 via PR Newswire

Broadridge Financial Solutions, Inc., acquired Direxxis, Inc.

synopsis: Broadridge Financial Solutions, Inc. acquired Direxxis LLC, a provider of cloud-based marketing solutions, to expand its suite of solutions for wealth and asset managers. Direxxis solutions represent the marketing strategy, process automation and technologies required to integrate people, processes and technologies across the marketing ecosystem.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,338.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
target: Direxxis, Inc.
Direxxis is a Cloud-Based Marketing Solution for Financial Advisors. Direxxis' marketing management platform enables wealth and asset management companies and insurers to manage and implement marketing activities efficiently across field offices and branch locations using consistent standards.
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closed 8/14/2019 via PR Web

Insurance Technologies Corporation, acquired Smart Harbor

synopsis: Insurance Technologies Corporation (ITC), a provider of websites, marketing, comparative rating and management software and services, has acquired Smart Harbor from The Shipyard, a digital marketing agency. Smart Harbor is a provider of digital marketing tools for insurance agencies. Their solutions focus on websites, SEO, social media, and more.
buyer parent: Accel-KKR
buyer: Insurance Technologies Corporation
Insurance Technologies Corporation (ITC) provides websites, agency marketing, comparative rating, and management software and services to the insurance industry. ITC helps its clients grow their businesses and become more efficient through the philosophy of providing quality software and services. "
target parent: The Shipyard
target: Smart Harbor
Smart Harbor is a leading provider of digital marketing tools for insurance agencies. Smart Harbor provides insurance agents with industry-specific tools to grow their businesses. Their solutions focus on websites, SEO, smart forms, automation, social media, and email marketing.
price ($mm)
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closed 4/4/2018 via PE Hub

Accel-KKR, acquired Insurance Technologies Corporation

synopsis: Carrollton, Texas-based ITC, a provider of websites, agency marketing, comparative rating and management software and services, announced that it has received a majority equity investment from Accel-KKR, a leading technology-focused private equity firm.
buyer: Accel-KKR
Accel-KKR is a technology-focused investment firm with $4.3 billion in capital commitments. The firm focuses on software and IT-enabled businesses well-positioned for topline and bottom-line growth. "
target: Insurance Technologies Corporation
The Insurance Technologies Corporation (“ITC”), based in Carrollton, TX, provides a national comparative rating network, agency management software, websites and agency marketing software to the insurance industry.
price ($mm)
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closed 12/4/2019 via GlobeNewswire

Zywave, Inc, acquired miEdge

synopsis: Zywave, the leading insurtech provider powering agency growth, announced the acquisition of miEdge™, the premier provider of lead generation, data analytics and prospecting solutions specifically designed for the insurance industry.
buyer parent: Aurora Capital Group
buyer: Zywave, Inc
Zywave is a leading provider of software-as-a-service (SaaS) technology solutions for the insurance industry. The company’s products include web-enabled marketing communications, business intelligence and analytics, client resource portals and agency management tools. "
target: miEdge
miEdge™ is the premier provider of lead generation, data analytics and prospecting solutions specifically designed for the insurance and financial service industry.
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closed 1/3/2020 via PR Newswire

Bold Penguin, acquired xagent

synopsis: Bold Penguin has acquired xagent, a multi-quote platform for standard and surplus lines business insurance market. The acquisition enables Bold Penguin to better serve Insurance Carriers, Brokers, and Agents through increased scale and a single choice in the market, while maintaining its commitment to simplifying the commercial insurance process.
buyer: Bold Penguin
Bold Penguin is an insurance company that connects businesses, agents, and carriers to the most appropriate commercial insurance quotes. Bold Penguin upgrades the user experience for businesses by creating an easy tool for agents and offering a streamlined process of underwriting for carriers. "
target: xagent
xagent is an insurtech company that provides an online solution for quoting and binding property and casualty insurance. xagent provides a truly independent single-entry multi-quote exchange for standard and surplus lines business insurance in all 50 states.
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closed 7/17/2015 via Market Wire

Zywave, Inc, acquired Intygral

synopsis: Zywave, Inc., a leading provider of software-as-a-service technology solutions for the insurance industry, announced that it has completed the asset purchase of Intygral, a provider of digital marketing systems for Property and Casualty (P&C) and personal lines brokers. Intygral specializes in digital marketing systems for the insurance industry.
buyer parent: Aurora Capital Group
buyer: Zywave, Inc
Zywave is a leading provider of SaaS technology solutions for the insurance industry. The company's products include Web-enabled marketing communications, business intelligence and analytics, client resource portals, and agency management tools. "
target: Intygral
Intygral specializes in digital marketing systems for the insurance industry. Since 2006, Intygral has focused on helping agencies service customers more attentively, automate administrative tasks and understand the ROI of marketing efforts.
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closed 7/1/2019 via PR Newswire

Jack Henry & Associates, Inc., acquired Geezeo

synopsis: Jack Henry & Associates, Inc., a leading provider of technology solutions and payment processing services primarily for the financial services industry, announced the acquisition of Geezeo, a Boston-based provider of retail and business digital financial management solutions.
buyer: Jack Henry & Associates, Inc. (JKHY:$1,697.07)
Jack Henry & Associates, Inc. is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Their customers are marketed and supported through three primary brands: Jack Henry Banking®, Symitar®, and ProfitStars®. "
target: Geezeo
Geezeo is a fin-tech firm that enhances the digital banking experience via its digital financial management solutions. Purposely integrated within an institution's online platform, Geezeo helps consumers and businesses gain more financial control, better manage finances and reduce banking friction.
price ($mm)
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closed 12/3/2018 via BusinessWire

Q2 Software, Inc., acquired Gro Solutions

synopsis: Q2 Holdings, Inc., a leading provider of digital banking and lending solutions, announced its acquisition of Atlanta-based Gro Solutions, a provider of industry-leading account opening and digital sales and marketing solutions for financial institutions.
buyer: Q2 Software, Inc. (QTWO:$276.66)
Q2 is a leading provider of secure, experience-driven digital banking solutions headquartered in Austin, Texas. Q2 provides the industry’s most comprehensive digital banking platform, enriched through actionable data insights, open development tools and an evolving fintech ecosystem. "
target: Gro Solutions
Gro Solutions is a provider of industry-leading account opening and digital sales and marketing solutions for financial institutions. The Gro platform enables customers to make personalized recommendations and cross-sell products—from deposit accounts to loans for both retail and business clients.
price ($mm)
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closed 2/7/2018 via BusinessWire

QuinStreet, Inc., purchased Insurance, Mortgage and Technology Assets from Katch

synopsis: QuinStreet, one of the largest internet performance marketing and media companies in the world, has acquired the auto insurance, home insurance, mortgage, and technology assets of Katch, an advertising technology company.
buyer: QuinStreet, Inc. (QNST:$490.34)
QuinStreet is one of the largest internet performance marketing and media companies in the world, and is committed to providing consumers and businesses with information on select products, services, and brands that meet their needs. "
seller: Katch
The acquisition includes the auto insurance, home insurance, mortgage, and technology assets of Katch, an advertising technology company that enables brands to target and bid on vertically-focused, in-market website visitors as they shop online.
price ($mm)
$14
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/5/2020 via BNC Analysis

ComQi Inc., acquired JohnRyan, Inc.

synopsis: ComQi, a provider of cloud-based digital signage and shopper engagement technologies, has acquired JohnRyan, a retail marketing agency. JohnRyan is known in the financial services and corporate communications sectors for its full-services agency approach, bolstered by its secure, bank-ready content management platform, Quick Messenger.
buyer parent: AU Optronics Corp.
buyer: ComQi Inc.
ComQi provides the strategy, technology, expertise, and ongoing support to help bricks and mortar retailers both inform and influence shoppers, using an innovative array of cloud-based digital signage and shopper engagement technologies. "
target: JohnRyan, Inc.
JohnRyan is a retail marketing agency that provides the strategy, technologies, content, and execution to optimize customer experiences and communications for financial services firms. The company has deployed more than $1 billion in retail marketing programs to over 60,000 branches in 35 countries.
price ($mm)
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closed 7/1/2020 via PR Newswire

Simplicity Group Holdings, acquired The Annuity & Life Source, Inc.

synopsis: Simplicity Group Holdings, one of the nation's largest financial product distribution companies, has acquired The Annuity Source, Inc., an independent financial marketing organization. The acquisition will help Simplicity advance its business efficiencies, marketing resources, and product offerings.
buyer: Simplicity Group Holdings
Simplicity Group Holdings is one of the nation's largest financial product distribution companies. Simplicity provides annuity, life insurance, and investment solutions to independent insurance professionals, financial advisors, and their clients through its operating subsidiaries. "
target: The Annuity & Life Source, Inc.
The Annuity & Life Source, Inc. is an independent financial marketing organization. The company provides customers and their clients a competitive advantage of marketing and sales resources, industry expertise, and exclusive access to comprehensive industry information.
price ($mm)
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closed 1/3/2018 via GlobeNewswire

Total Specific Solutions, acquired Forsikringens Datacenter A/S

synopsis: Constellation Software Inc. announced that its subsidiary, Total Specific Solutions BV (TSS), acquired all shares in the capital of Forsikringens Datacenter A/S (FDC), a leading software provider of property & casualty, life & pension, and health sector solutions for the insurance and pension industries in Denmark and other Scandinavian countries.
buyer parent: Constellation Software, Inc.
buyer: Total Specific Solutions
Total Specific Solutions provides IT business solutions and consists of business units that deliver products and services to specific vertical markets. TSS is active in healthcare, local and central government, retail, financial and legal services, accountancy, associations and real estate. "
target: Forsikringens Datacenter A/S
Forsikringens Datacenter A/S (“FDC”) is a leading software provider of property & casualty, life & pension, and health sector solutions for the insurance and pension industries in Denmark and other Scandinavian countries.
price ($mm)
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closed 5/10/2017 via BNC Analysis

Fonds Finanz, acquired softfair GmbH

synopsis: Fonds Finanz, an insurance broker, has acquired softfair GmbH, a company that develops comparison and analytical software solutions for insurance industries. Both companies are based in Germany.
buyer: Fonds Finanz
Fonds Finanz operates as an insurance broker. The company offers insurance distribution and financial products, tools, and advice. The company was founded in 1996 and is based in Munich, Germany. "
target: softfair GmbH
softfair GmbH develops comparison and analytical software solutions for insurance industries. The company was founded in 1988 and is headquartered in Hamburg, Germany.
price ($mm)
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closed 1/24/2014 via GlobeNewswire

Hellman & Friedman LLC, acquired Applied Systems Inc.

synopsis: Applied Systems, Inc., a leading provider of software that powers the business of insurance, announced the successful completion of its acquisition by funds advised by Hellman & Friedman LLC, a global private equity investment firm with offices in San Francisco, New York and London.
buyer: Hellman & Friedman LLC
Hellman & Friedman LLC is a private equity firm specializing in leveraged recapitalizations, acquisitions, buys and builds, traditional buyouts, financial restructurings, growth investments, and numerous types of minority investments. It invests in public and private companies. "
target parent: Bain Capital
target: Applied Systems Inc.
Applied Systems is a leading provider of software that powers the business of insurance. The company is recognized as a pioneer in agency management systems and data exchange between agencies, brokers, carriers and their clients.
price ($mm)
$1,800
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 3/31/2019 via GlobeNewswire

Willis Towers Watson, will acquire TRANZACT

synopsis: Willis Towers Watson, a leading global advisory, broking and solutions company, announced the acquisition of TRANZACT, a direct-to-consumer health care organization that links individuals to U.S. insurance carriers. TRANZACT is a provider of comprehensive, direct-to-consumer sales and marketing solutions for leading insurance carriers in the US.
buyer: Willis Towers Watson (WW:$8,513.00)
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. Willis Towers Watson designs and delivers solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital. "
target parent: Clayton, Dubilier & Rice, Inc.
target: TRANZACT
TRANZACT is a provider of comprehensive, direct-to-consumer sales and marketing solutions for leading insurance carriers in the US. They leverage digital, data and direct marketing solutions to deliver qualified leads.
price ($mm)
$1,200
rev ($mm)
$260
EBITDA ($mm)
EV / rev
5.4x
EV / EBITDA
closed 7/21/2016 via PR Newswire

Clayton, Dubilier & Rice, Inc., acquired TRANZACT

synopsis: Clayton, Dubilier & Rice, a private investment firm, announced that it completed the previously announced acquisition of TRANZACT, the leading provider of comprehensive, direct-to-consumer sales and marketing solutions for insurance carriers in the United States.
buyer: Clayton, Dubilier & Rice, Inc.
Clayton, Dubilier & Rice is a private investment firm with a strategy predicated on producing financial returns by building stronger, more profitable businesses. Since inception, CD&R has managed the investment of $21 billion in 66 businesses representing a broad range of industries "
target parent: White Mountains Insurance Group, Ltd.
target: TRANZACT
MG LLC is a provider of sales and marketing services to insurance companies that does business as Tranzact. It is a market leader in delivering high-volume sales for the top insurance brands in America. Tranzact helps leading consumer insurance brands grow direct-to consumer business.
price ($mm)
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closed 11/30/2011 via Company Press Release

Halyard Capital, acquired Tranzact Information Services LLC

synopsis: Tranzact Information Services, a provider of integrated information, technology, and analytics solutions that enable marketers to optimize customer acquisition, cross-sell, and retention-based marketing campaigns, has been sold to Halyard Capital, a private equity firm with more than $600 million of capital under management.
buyer: Halyard Capital
Halyard is a private equity firm with over $600 million of capital under management focused on investing in Healthcare, Education, Information and Business Services companies. The Firm specializes in middle-market leveraged buyouts, growth equity and structured equity investments. "
target parent: Veronis Suhler Stevenson
target: Tranzact Information Services LLC
Tranzact Information Services is a leading provider of integrated information, technology, and analytics solutions that enable marketers to optimize customer acquisition, cross-sell, and retention-based marketing campaigns.
price ($mm)
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closed 5/29/2008 via PR Newswire

TRANZACT, acquired MarketerNet, LLC

synopsis: TRANZACT, a portfolio company of Veronis Suhler Stevenson, and the leading customer acquisition solutions provider for large brands, announced that it has enhanced its proprietary data solutions strategy by acquiring MarketerNet, LLC.
buyer parent: Veronis Suhler Stevenson
buyer: TRANZACT
Based in Fort Lee, New Jersey, TRANZACT is the leader in providing end-to-end technology-driven customer acquisition solutions to the financial services and media and telecommunications sectors. "
target: MarketerNet, LLC
MarketerNet, founded in 2000, provides prospect marketing solutions through a combination of multi-sourced data solutions, predictive analytics, applications, and strategic services. MarketerNet is a proven leader in the mortgage, automotive, banking, and credit union industries.
price ($mm)
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closed 11/1/2007 via PR Newswire

Veronis Suhler Stevenson, acquired TRANZACT

synopsis: Halyard Capital, a New York-based private equity firm, has closed on the sale of MG LLC dba TRANZACT to a newly formed portfolio company of Veronis Suhler Stevenson for $185 million.
buyer: Veronis Suhler Stevenson
Veronis Suhler Stevenson is a private equity and mezzanine capital fund management company dedicated to investing in the media, communications, information and education industries in North America and Europe. "
target parent: Halyard Capital
target: TRANZACT
Based in Fort Lee, New Jersey, TRANZACT is the leader in providing end-to-end technology-driven customer acquisition solutions to the financial services and media and telecommunications sectors.
price ($mm)
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closed 1/8/2007 via PR Newswire

TRANZACT, acquired The Credo Group

synopsis: TRANZACT, a portfolio company of Halyard Capital and the market leader in fully integrated, end to end, on and offline customer acquisition solutions for large brands, has enhanced its online insurance customer acquisition capability by acquiring The Credo Group.
buyer parent: Halyard Capital
buyer: TRANZACT
Based in Fort Lee, New Jersey, TRANZACT is the leader in providing end-to-end technology-driven customer acquisition solutions to the financial services and media and telecommunications sectors. "
target: The Credo Group
The Credo Group is the leading provider of e-distribution services to the insurance industry and the leading marketer of online life and health insurance products. In fact, more than half of all online life insurance policies are written through The Credo Group's technology and platform.
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closed 8/1/2006 via PR Newswire

TRANZACT, acquired Data Warehouse Corporation

synopsis: TRANZACT, the market leader in delivering qualified leads, fully provisioned sales and robust systems' infrastructure to large Brands announced today that it has enhanced its proprietary data solutions strategy by acquiring Data Warehouse Corporation.
buyer parent: Halyard Capital
buyer: TRANZACT
Based in Fort Lee, New Jersey, TRANZACT is the leader in providing end-to-end technology-driven customer acquisition solutions to the financial services and media and telecommunications sectors. "
target: Data Warehouse Corporation
Through its relationships with credit bureaus and other providers of enriched data, Data Warehouse has built and maintains the largest, most accurate and reliable sub-prime and conventional borrower prospect database in the industry, containing 72 million unique homeowner records.
price ($mm)
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announced 11/11/2020 via BNC Analysis

Huntsworth PLC, will acquire Nucleus Global

synopsis: Huntsworth, an international healthcare and communications group, will acquire UK-based Nucleus Global, one of the world’s largest medical specialist communications groups. The addition of Nucleus Global to Huntsworth creates one of the largest high science teams in the world to meet the needs of next-generation prescription drug development.
buyer parent: Clayton, Dubilier & Rice, Inc.
buyer: Huntsworth PLC (LSE:HNT:$342.69)
UK-based Huntsworth is an international healthcare and communications group. The Group's principal areas of focus are marketing, medical, and immersive communications services to healthcare clients, which are primarily large and mid-size pharmaceutical and biotech companies. "
target: Nucleus Global
UK-based Nucleus Global is a medical communications group that provides strategic communications, publications planning, experts and patients engagement, scientific events management, medical education, internal communications, trainings, and more for pharmaceutical and biotechnology companies.
price ($mm)
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announced 9/1/2020 via Company Press Release

Clayton, Dubilier & Rice, Inc., will acquire Epicor Software Corporation

synopsis: Clayton, Dubilier & Rice will acquire Epicor, a global provider of industry-specific enterprise software to industrial-focused sectors, from leading global investment firm KKR. The acquisition will allow Epicor to invest more into its market-leading product portfolio and enhance its ability to support an ever-increasing range of customer needs.
buyer: Clayton, Dubilier & Rice, Inc.
Clayton, Dubilier & Rice is a private investment firm with a strategy predicated on enhancing the value of the businesses it acquires by supporting long-term growth, productivity, capital efficiency, and related strategic measures. "
target parent: Kohlberg Kravis Roberts & Co.
target: Epicor Software Corporation
Epicor provides industry-specific business software designed around the needs of manufacturing, distribution, retail, and services organizations. A leader in Enterprise Resource Planning for medium-sized businesses, Epicor serves as a trusted partner for thousands of companies worldwide.
price ($mm)
$4,700
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/10/2020 via PR Newswire

The Creative Engagement Group Limited, acquired Cormis

synopsis: The Creative Engagement Group, part of Huntsworth the international healthcare and communications group, announces the acquisition of Cormis. Cormis is a strategic communications and training consultancy for the pharmaceutical industry.
buyer parent: Clayton, Dubilier & Rice, Inc.
buyer: The Creative Engagement Group Limited
The Creative Engagement Group is an unusually shaped communications group that creates moments that inspire lasting change. It is focused on engaging internal and external audiences through the creation and delivery of live and virtual experiences, film, and more. "
target: Cormis
Cormis is a leading strategic training consultancy, focusing on building the capabilities of teams and individuals in the pharmaceutical sector. Their expertise focuses on capability building programmes in Leadership, Coaching, Strategic Planning, Cross functional teamwork and Communication.
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closed 6/1/2020 via GlobeNewswire

Sirius Computer Solutions, acquired Advanced Systems Group

synopsis: Sirius Computer Solutions, Inc., a leading national IT solutions integrator, has acquired Advanced Systems Group (ASG), a technology company focused primarily on IT storage solutions for clients in the Rocky Mountains region. The acquisition helps Sirius expand its reach in the western region of the United States.
buyer parent: Clayton, Dubilier & Rice, Inc.
buyer: Sirius Computer Solutions
Sirius is a privately held, leading national solutions integrator focused on helping organizations transform their business by managing their operations, optimizing their IT, and securing it all. Sirius specializes in IT Strategy, Security, Business Innovation, Cloud, and Managed Services. "
target: Advanced Systems Group
Advanced Systems Group (ASG) is a technology leader focused on providing innovative IT data center solutions. Through its highly skilled engineering capabilities and high-touch sales approach, ASG architects custom-fit IT data center solutions, including on-premise, hybrid cloud, and IT automation.
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closed 3/18/2020 via Company Press Release

Capco, acquired Creative Construction

synopsis: Capco, a leading management and technology consultancy dedicated to the financial services sector, has acquired digital strategy consultancy Creative Construction. Based in Germany’s leading fintech hub, Berlin, Creative Construction advises and supports companies in the digital transformation of their business.
buyer parent: Clayton, Dubilier & Rice, Inc.
buyer: Capco
Capco is a global technology and management consultancy dedicated to the financial services and energy industries. Capco offers clients consulting expertise, complex technology and package integration, transformation delivery, and managed services to move their organizations forward. "
target: Creative Construction
Based in Germany, Creative Construction advises and supports companies in the digital transformation of their business. Using a bespoke Digital Maturity Assessment model, the team can identify areas of improvement and help clients prioritize and implement solutions quickly.
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closed 5/1/2020 via Company Press Release

Clayton, Dubilier & Rice, Inc., acquired Huntsworth PLC

synopsis: CD&R Artemis UK Bidco Ltd, an entity formed by US private equity Clayton Dubilier & Rice LLP, is to acquire Huntsworth PLC, an international healthcare and communications group. The Group's principal area of focus is Health, which provides marketing and medical communications services to healthcare clients.
buyer: Clayton, Dubilier & Rice, Inc.
Clayton, Dubilier & Rice (CD&R) is a private investment firm with a strategy predicated on producing financial returns by building stronger, more profitable businesses. Since inception, CD&R has managed the investment of $28 billion in 84 businesses. The Firm has offices in New York and London. "
target: Huntsworth PLC (LSE:HNT:$342.69)
Huntsworth PLC is an international healthcare and communications group. The Group's principal area of focus is Health, which provides marketing and medical communications services to healthcare clients, which are primarily large and mid-size pharmaceutical and biotech companies.
price ($mm)[EV]
$516 [$665]
rev ($mm)
$342
EBITDA ($mm)
$70
EV / rev
2.1x
EV / EBITDA
10.3x
closed 10/25/2019 via BusinessWire

Capco, acquired Atom Solutions LLC

synopsis: Capco, the leading technology and management consultancy focused on the financial services and energy industries, has acquired ATOM Solutions LLC, an IT consultancy focused on delivering innovative solutions and services to companies in commodities trading.
buyer parent: Clayton, Dubilier & Rice, Inc.
buyer: Capco
Capco is a global technology and management consultancy dedicated to the financial services and energy industries. Capco offers clients consulting expertise, complex technology and package integration, transformation delivery, and managed services to move their organizations forward. "
target: Atom Solutions LLC
ATOM Solutions is an IT consultancy focused on delivering innovative solutions and services to companies in the commodities space. By leveraging deep domain expertise and employing industry best practices, ATOM helps clients to develop IT strategy and to craft and implement technology solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 4/17/2019 via PE Hub

Clayton, Dubilier & Rice, Inc., will acquire Sirius Computer Solutions

synopsis: Sirius Computer Solutions, Inc. (Sirius), a leading national IT solutions integrator, and Clayton, Dubilier & Rice (CD&R), a private investment firm, announced an agreement in which a CD&R fund will acquire a majority equity interest in Sirius.
buyer: Clayton, Dubilier & Rice, Inc.
Clayton, Dubilier & Rice (CD&R) is a private investment firm with a strategy predicated on producing financial returns by building stronger, more profitable businesses. Since inception, CD&R has managed the investment of $28 billion in 84 businesses. The Firm has offices in New York and London. "
target parent: Kelso & Company
target: Sirius Computer Solutions
Founded in 1980 with headquarters in San Antonio, TX, Sirius is a privately held, leading national solutions integrator focused on helping organizations transform their business by managing their operations, optimizing their IT, and securing it all.
price ($mm)
rev ($mm)
$3,500
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
announced 3/31/2019 via GlobeNewswire

Willis Towers Watson, will acquire TRANZACT

synopsis: Willis Towers Watson, a leading global advisory, broking and solutions company, announced the acquisition of TRANZACT, a direct-to-consumer health care organization that links individuals to U.S. insurance carriers. TRANZACT is a provider of comprehensive, direct-to-consumer sales and marketing solutions for leading insurance carriers in the US.
buyer: Willis Towers Watson (WW:$8,513.00)
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. Willis Towers Watson designs and delivers solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital. "
target parent: Clayton, Dubilier & Rice, Inc.
target: TRANZACT
TRANZACT is a provider of comprehensive, direct-to-consumer sales and marketing solutions for leading insurance carriers in the US. They leverage digital, data and direct marketing solutions to deliver qualified leads.
price ($mm)
$1,200
rev ($mm)
$260
EBITDA ($mm)
EV / rev
5.4x
EV / EBITDA
announced 5/23/2017 via BusinessWire

Clayton, Dubilier & Rice, Inc., will acquire Capco

synopsis: FIS, a global leader in financial services technology, and Clayton, Dubilier & Rice, a private investment firm, announced a definitive agreement in which FIS will sell a majority ownership stake in Capco to CD&R. Capco is a global management consultancy with a focus in financial services.
buyer: Clayton, Dubilier & Rice, Inc.
Founded in 1978, Clayton, Dubilier & Rice is a private investment firm. Since inception, CD&R has managed the investment of more than $22 billion in 72 companies representing a broad range of industries with an aggregate transaction value of more than $100 billion. "
target parent: Fidelity National Financial
target: Capco
Capco is a global management consultancy with a focus in financial services including banking and payments, capital markets, and wealth and asset management, plus a dedicated energy division.
price ($mm)
$477*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/1/2017 via BusinessWire

Clayton, Dubilier & Rice, Inc., Hillhouse Capital, acquired Carestream Dental

synopsis: Carestream Health, working with its parent company, Onex Corporation, has completed the sale of Carestream’s dental digital business to funds managed by Clayton, Dubilier & Rice, a global private investment firm, and CareCapital, a specialist investment platform focused on dental and consumer health in Asia and part of Hillhouse Capital Management.
buyer: Clayton, Dubilier & Rice, Inc.
buyer: Hillhouse Capital
Founded in 1978, Clayton, Dubilier & Rice is a private investment firm. Since inception, CD&R has managed the investment of more than $22 billion in 72 companies representing a broad range of industries with an aggregate transaction value of more than $100 billion. "
target parent: Onex Corporation
target: Carestream Dental
Carestream Dental is the dental digital business of Carestream, an operating company of Onex Corporation. Carestream Dental provides digital imaging equipment and software solutions for dental and oral health professionals. They provide products that are used throughout the world.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/21/2016 via PR Newswire

Clayton, Dubilier & Rice, Inc., acquired TRANZACT

synopsis: Clayton, Dubilier & Rice, a private investment firm, announced that it completed the previously announced acquisition of TRANZACT, the leading provider of comprehensive, direct-to-consumer sales and marketing solutions for insurance carriers in the United States.
buyer: Clayton, Dubilier & Rice, Inc.
Clayton, Dubilier & Rice is a private investment firm with a strategy predicated on producing financial returns by building stronger, more profitable businesses. Since inception, CD&R has managed the investment of $21 billion in 66 businesses representing a broad range of industries "
target parent: White Mountains Insurance Group, Ltd.
target: TRANZACT
MG LLC is a provider of sales and marketing services to insurance companies that does business as Tranzact. It is a market leader in delivering high-volume sales for the top insurance brands in America. Tranzact helps leading consumer insurance brands grow direct-to consumer business.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/4/2015 via BusinessWire

Envision Healthcare Holdings, Inc., acquired VISTA Staffing Solutions, Inc.

synopsis: On Assignment, Inc. announced the completion of the sale of Vista Staffing Solutions, Inc. (VISTA) to EmCare, Inc., a subsidiary of Envision Healthcare Holdings, Inc. VISTA is a leading provider of locum tenens staffing and permanent placement services for physicians, nurse practitioners and physician assistants.
buyer parent: Clayton, Dubilier & Rice, Inc.
buyer: Envision Healthcare Holdings, Inc. (EVHC:$3,696.00)
Envision Healthcare Holdings, Inc., offers an array of healthcare related services to consumers, hospitals, healthcare systems, health plans and local, state and national government entities. The Company operates American Medical Response, Inc. (AMR), EmCare Holdings, Inc. and Evolution Health, LLC."
target parent: On Assignment, Inc.
target: VISTA Staffing Solutions, Inc.
VISTA Staffing Solutions helps hospitals, medical practices, and government agencies in the US, New Zealand, and Bermuda optimize their physician staffing, ensure quality and continuity of care for patients, and maintain financial stability.
price ($mm)
$123
rev ($mm)
$135
EBITDA ($mm)
EV / rev
0.9x
EV / EBITDA
closed 1/30/2017 via BNC Analysis

Technische Werke Ludwigshafen AG, acquired WEBfactory GmbH

synopsis: Fidura Private Equity Fonds has sold their majority stake in the software company WEBfactory GmbH in Buchen (Odenwald) successfully to Technische Werke Ludwigshafen AG (TWL). WEBFactory provides standard software for the surveillance and control of machines and industrial systems and for the online analysis and assessment of production data.
buyer: Technische Werke Ludwigshafen AG
Technische Werke Ludwigshafen AG (TWL) is a local utility company based in Ludwigshafen am Rhein, Germany. TWL has for over 100 years supplied the city of Ludwigshafen with electricity, gas, refrigeration, water and district heating. "
target parent: Fidura Private Equity Fonds
target: WEBfactory GmbH
WEBfactory GmbH, headquartered in Baden-Württemberg, Buchen, provides standard software for the surveillance and control of machines and industrial systems and for the online analysis and assessment of production data.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/28/2016 via Market Wire

N. Harris Computer Corporation, acquired iMDsoft

synopsis: Constellation Software Inc., announced its wholly-owned subsidiary N. Harris Computer Corporation has acquired all of the shares of I.M.D. Soft Limited a leading international clinical information systems software provider.
buyer parent: Constellation Software, Inc.
buyer: N. Harris Computer Corporation
Harris has focused on providing feature-rich and robust turnkey solutions to Public Sector, Schools, Utility, and Health Care agencies throughout North America. Harris’ focus is on creating long-term relationships with its customers and ensuring that it meets the changing needs of its customers. "
target parent: TPG Capital
target: iMDsoft
iMDsoft is a leading provider of proven clinical information systems worldwide. The Company’s products are designed to enhance quality of care for critically ill patients and improve financial performance for healthcare providers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/9/2012 via PR Newswire

MetrixLab, acquired MarketTools Inc.

synopsis: MetrixLab, a global provider of online consumer research services, announced that it has acquired MarketTools Research Solutions Inc., a leader in services and software for market research, from TPG Growth. MarketTools is known for pioneering some of the first research technologies on the Internet.
buyer: MetrixLab
MetrixLab is a fast-growing global provider of online consumer research services. Its solutions are employed by over half of the Top 100 Global Brands such as Microsoft, Philips, Google and Heineken. The company is headquartered in Rotterdam, The Netherlands. "
target parent: TPG Capital
target: MarketTools Inc.
MarketTools is the leading provider of services and software for market research. Through the use of advanced respondent engagement techniques and comprehensive analytic tools, MarketTools helps clients innovate, optimize and execute programs that deliver high-value business impact.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/26/2020 via BusinessWire

Valuesetters, will be merged with Netcapital

synopsis: ValueSetters, a publicly-traded boutique advisory firm with unique expertise in helping private companies raise capital over the internet, is to merge with Netcapital, a private securities platform that connects investors to entrepreneurs to help private companies grow.
buyer: Valuesetters (OTCPK:VSTR:$1.75)
Led by a team of professional investors, digital marketing experts, and technology specialists, ValueSetters is a publicly-traded boutique advisory firm with unique expertise in helping private companies raise capital over the internet. "
target: Netcapital
Netcapital is a private securities platform that connects investors to entrepreneurs to help private companies grow. Netcapital operates an investment portal that enables investors to set up an account online, browse information on private companies offering securities on the platform, and invest.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/26/2020 via BusinessWire

Valuesetters, will be merged with Netcapital

synopsis: ValueSetters, a publicly-traded boutique advisory firm with unique expertise in helping private companies raise capital over the internet, is to merge with Netcapital, a private securities platform that connects investors to entrepreneurs to help private companies grow.
buyer: Valuesetters (OTCPK:VSTR:$1.75)
Led by a team of professional investors, digital marketing experts, and technology specialists, ValueSetters is a publicly-traded boutique advisory firm with unique expertise in helping private companies raise capital over the internet. "
target: Netcapital
Netcapital is a private securities platform that connects investors to entrepreneurs to help private companies grow. Netcapital operates an investment portal that enables investors to set up an account online, browse information on private companies offering securities on the platform, and invest.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/23/2019 via PR Newswire

Dynata, will acquire Reimagine Holdings Group

synopsis: Dynata, a global leader in first-party data and data services, announces it has reached an agreement to acquire Reimagine Holdings Group, a global leader in data creation and technology-enabled business intelligence headquartered in Westport, Connecticut.
buyer parent: Court Square Capital Partners
buyer: Dynata
Dynata is the premier global provider of data solutions and technology for consumer and B2B survey research. Dynata reaches participants in 90+ sample countries via internet, telephone, mobile/wireless and mixed-access offerings. "
target: Reimagine Holdings Group
Reimagine is a global leader in data creation for business intelligence, and has redefined the insights industry by acquiring and investing in growth-oriented, technology-enabled service companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/23/2018 via BNC Analysis

startup300 AG, acquired Pioneers.io

synopsis: startup300, an Austrian angel investor network and business accelerator, has acquired Pioneers.io, an international relationship builder in the tech and startup scene. Pioneers' flagship event, Pioneers Festival, brings together a global community of 2,500 founders, investors, and innovation executives to build partnerships and shape the future.
buyer: startup300 AG
startup300 is an Austrian angel investor network and business accelerator that offers their services to Austrian startups. The group consists of 142 angels and investors that help startups grow their businesses. They focus on startups that have scalable, innovative or disruptive business models. "
target: Pioneers.io
Pioneers.io is an international relationship builder in the tech and startup scene, offering events, consulting, and investment. Their Pioneers Festival event brings together a global community of 2,500 founders, investors, and innovation executives to build partnerships and shape the future.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/14/2017 via PR Newswire

The Shipyard, acquired TOMORRO\\\ LLC

synopsis: The Shipyard, an independent marketing firm, today announces the acquisition of TOMORRO\\\, an innovation consultancy led by marketing icon Jon Bond – combining the companies' strategic, creative and data-centric talents to address rising demand from businesses seeking to inoculate themselves against Disruption.
buyer: The Shipyard
The Shipyard is an independent marketing consultancy and the first "marketing engineering" firm. It is creating digital transformation for the world's most significant brands- where high velocity content creation meets big data, where competitive strategy meets creative and disruptive advertising. "
target: TOMORRO\\\ LLC
TOMORRO\\\ LLC is a consultancy designed to accelerate brand value through the adoption of the most forward-thinking marketing approaches and technologies. TOMORRO\\\ is an active investor and advisor in ad technology companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/31/2017 via BNC Analysis

Capiton AG, will acquire Gemaco N.V.

synopsis: Capiton has entered into an agreement on the acquisition of a majority stake in Gemaco Group with the current majority shareholder Saffelberg Investments. Gemaco Group based with its headquarters in Mechelen, Belgium is a leading provider of full-service merchandising and promotional marketing solutions for global industry.
buyer: Capiton AG
Capiton is an owner-managed financial investor that invests in large SMEs in Germany, Austria and Switzerland by means of MBOs and expansion financing. capiton's roots go back to the late 1970s. "
target parent: Saffelberg Investments
target: Gemaco N.V.
Gemaco Group based with its headquarters in Mechelen, Belgium is a leading provider of full-service merchandising and promotional marketing solutions for global industry and fast-moving consumer goods (FMCG) customers. The Group has 13 locations worldwide.
price ($mm)
rev ($mm)
$96
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 12/21/2016 via Company Press Release

New Hope Communications Inc., acquired Nutrition Capital Network

synopsis: New Hope, a company that helps suppliers, manufacturers & retailers bring healthy, organic & natural products to life, has acquired the assets of Nutrition Capital Network (NCN), a company that holds four annual investor meetings which focus on investment and acquisition opportunities in branded products, ingredients and technology.
buyer parent: Informa plc
buyer: New Hope Communications Inc.
New Hope Network is at the forefront of the healthy lifestyle products industry. With solutions for the complete supply chain from manufacturers, retailers/distributors and service providers, the network offers a robust portfolio of content, events, data, research and consultative services. "
target: Nutrition Capital Network
Nutrition Capital Network holds four annual investor meetings which focus on investment and acquisition opportunities in branded products, ingredients and technology. They facilitate financing for growing companies and introduce investors to the next generation of brands.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/3/2018 via PR Newswire

RMRM Holdings, Sound Point Capital Management, will acquire Relativity Media, LLC

synopsis: Relativity Media has agreed to sell all of its assets to UltraV Holdings LLC, a joint venture among funds managed by Sound Point Capital Management and RMRM Holdings. Relativity Media operates a portfolio of major studio quality film assets with the capabilities and infrastructure to produce and distribute high caliber, original content.
buyer: RMRM Holdings
buyer: Sound Point Capital Management
UltraV Holdings LLC is a joint venture among funds managed by Sound Point Capital Management, a New York-based asset management firm with approximately $17 billion of assets under management, and RMRM Holdings, which is led by David Robbins, Lex Miron and Larry Robbins. "
target: Relativity Media, LLC
Relativity Media operates a portfolio of major studio quality film assets with the capabilities and infrastructure to produce and distribute high caliber, original content. They are engaged in the production and distribution of movies, television, fashion, sports, digital and music.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/4/2018 via PR Newswire

SilverLake, will acquire Weld North Education

synopsis: Silver Lake, the global leader in technology investing, announced that it will acquire a majority stake in Weld North Education (WNE), a leading digital education technology company focused on developing digital curriculum and tools for preK-12th grade, from KKR.
buyer: SilverLake
Silver Lake is the global leader in technology investing, with about $39 billion in combined assets under management and committed capital and a team of approximately 100 investment and value creation professionals located in Silicon Valley, New York, London, Hong Kong and Tokyo. "
target parent: Kohlberg Kravis Roberts & Co.
target: Weld North Education
Weld North Education operates a platform of digital and SaaS educational solution businesses and makes control investments in high potential businesses in the education industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 3/14/2017 via BNC Analysis

Boubyan Petrochemical Company, will acquire Educational Holding Group

synopsis: Boubyan Petrochemicals, the first private-sector company in Kuwait that invested in the government-controlled petrochemical sector, is to acquire majority stake in Educational Holding Group, the first private educational investments organization in Kuwait. Boubyan Petrochemicals is looking to buy 32.8% stake and currently hold 21.12% stake.
buyer: Boubyan Petrochemical Company (KWSE:BPCC:$93.42)
Boubyan Petrochemical Company K.S.C., a Kuwaiti shareholding company listed on the Kuwait Stock Exchange, is the first private-sector company in Kuwait that invested in the government-controlled petrochemical sector. The company was established on February 12, 1995 "
target: Educational Holding Group (KWSE:EDU:$38.04)
Founded in 1982, Educational Holding Group was the first private educational investments organization in Kuwait. The group has grown manifold with a portfolio that covers the entire educational life-cycle, ranging from K-12, tertiary education and vocational training and development.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/8/2005 via BusinessWire

eLocalAccess, LLC merged with TradeMaven Group LLC,

synopsis: TradeMaven LLC and eLocal today jointly announced they have merged the two firms to form TradeMaven Group LLC (TMG). The merger is one of the most significant in the online trading industry, combining TradeMaven's leading technology for online trading with eLocal's exceptional retail and institutional execution and brokerage services.
buyer: TradeMaven Group LLC
TradeMaven was founded with the mission of providing high-performance and cost-effective trading software for experienced and new traders. TM is used by Futures, Forex & Bond Traders worldwide. "
target: eLocalAccess, LLC
eLOCAL was established and registered with the NFA and CFTC in July 2000 culminating in the merger of two large independent local clearing firms at the Chicago Board of Trade.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/15/2009 via AP - Associated Press

Nordnet Bank AB, will acquire eQ Corporation

synopsis: Nordnet Bank AB has signed an agreement to acquire 100% of the shares in the Finnish company eQ, from Straumur Burdaras Investment Bank hf. eQ, the largest online-broker in Finland, has about 57 000 customer and the group specializes in investment services through three business areas; Securities Brokerage, Asset Management and Corporate Finance.
buyer: Nordnet Bank AB
The Nordnet Group provides user-friendly and cost efficient services to private investors and companies within share trading, mutual fund investments and pension savings plans. The holding company, Nordnet AB (plc), is listed on the Stockholm Stock Exchange. "
target parent: Straumur Burdaras Investment Bank, hf.
target: eQ Corporation
eQ, the largest online-broker in Finland, has about 57,000 customers and the group specializes in investment services through three business areas; Securities Brokerage, Asset Management and Corporate Finance.
price ($mm)
$51
rev ($mm)
$34
EBITDA ($mm)
EV / rev
1.5x
EV / EBITDA
closed 11/18/2020 via BNC Analysis

Republic.co, acquired NextSeed Services LLC

synopsis: New York-based Republic, missioned to democratize investing has announced the acquisition of local business investment platform, NextSeed. NextSeed aims to connect businesses and individual investors to build vibrant communities across America. The firm has facilitated over $20mn in investments from 25,000 members into 75 local businesses.
buyer: Republic.co
Republic is an open investment platform. People can choose from privately-held companies they believe in and can connect with their success as they fuel their growth. Republic is an investment platform where everyone can invest as little as $10 in innovative startups and ICOs. "
target: NextSeed Services LLC
NextSeed is on a mission to connect businesses and individual investors to build vibrant communities across America. On the NextSeed platform, thriving local businesses can raise capital from the general public, and in turn, anybody can now invest in small businesses in their own backyard.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/21/2009 via BusinessWire

PFGBEST, will acquire Alaron Futures & Options

synopsis: PFGBEST announced that it is purchasing the customer assets of Alaron. It will be formed into a new division called ATD, a division of PFGBEST. Both companies have been leaders in the futures industry for 20 years, through the evolution of online trading that helped level the playing field for retail futures market participants.
buyer: PFGBEST
PFGBEST is the second-largest non-clearing U.S. Futures Commission Merchant, with customers, affiliates and brokerage offices in more than 80 countries. It offers a range of trading and investor products and services for retail investors as well as for commercial and institutional clients. "
target: Alaron Futures & Options
Alaron, founded in 1989 in Chicago, provides electronic and pit-based futures trading and asset management services to institutions and retail clients on five continents. Alaron built upon its core business by integrating global trading systems and analysis techniques used by professional traders.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/15/2008 via PR Newswire

Lightspeed Professional Trading, LLC, acquired Integrity Trading Inc.

synopsis: Lightspeed Financial, LLC, announced that it has completed the acquisition of Integrity Trading Inc., a Direct Market Access broker/dealer that provides execution and clearing services to retail and institutional customers. Terms of the transaction were not disclosed.
buyer: Lightspeed Professional Trading, LLC
Lightspeed Professional Trading, LLC is a Direct Market Access trading and trading technology development business. Formerly E*TRADE Professional Trading, LLC, the firm was acquired by the current management team in a management buyout from E*TRADE Financial in 2006. "
target: Integrity Trading Inc.
Integrity Trading International is a broker dealer registered in the United States offering clearing and execution to U.S. and foreign banks, broker dealers and individuals interested in accessing the U.S. market and reselling our services in foreign countries.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/21/2020 via BNC Analysis

SoFi, acquired 8 Securities Limited

synopsis: Consumer financial services platform SoFi has acquired 8 Securities, a Hong Kong-based investing app. Targeted to personal investors, 8 Securities will rebrand to SoFi Hong Kong and will begin launching services in other markets in addition to Hong Kong. 8 Securities was the first mobile-only investment service and robo-advisor to launch in Asia.
buyer: SoFi
SoFi is a values-driven company on a mission to help members get their money right. They create modern financial products and services that help people borrow, save, spend, invest, and protect their money better, so that they can achieve financial independence and realize their ambitions. "
target: 8 Securities Limited
Hong Kong-based 8 Securities is a cloud-based brokerage platform that provides simple, transparent, and affordable mobile investing solutions. The company allows users to trade over 15,000 US and Hong Kong stocks and exchange traded funds as much as they like free of commission.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/30/2020 via GlobeNewswire

Guardian Capital Group, will acquire ModernAdvisor

synopsis: Guardian Capital Group Limited, a Canadian diversified financial services company, will acquire Modern Advisor Canada Inc., a leading Canadian digital advisor platform. ModernAdvisor is a fintech start-up that helps investors to reach their investment goals through transparent, unbiased, and cost-effective investment management services.
buyer: Guardian Capital Group (TSX:GCG.A:$136.06)
Guardian Capital is a Canadian diversified financial services company operating in Asset Management and Financial Advisory. Guardian provides investment management services, financial advisory services, retail distribution of mutual funds, insurance, and general corporate services. "
target: ModernAdvisor
Vancouver-based ModernAdvisor is a digital investment management company. ModernAdvisor uses technology to help advisors bring Canadians intelligent investing options, allowing them to reach their investment goals through transparent, unbiased, and cost-effective investment management services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

Like TRANZACT


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Capco

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WEBfactory GmbH

iMDsoft

MarketTools Inc.

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Netcapital

Reimagine Holdings Group

Pioneers.io

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Gemaco N.V.

Nutrition Capital Network

Relativity Media, LLC

Weld North Education

Educational Holding Group

eLocalAccess, LLC

eQ Corporation

NextSeed Services LLC

Alaron Futures & Options

Integrity Trading Inc.

8 Securities Limited

ModernAdvisor

Geography
Matching Companies
Ticker: KKR
 
 
 
 
 
 
 
 
Kohlberg Kravis Roberts & Co.
Kohlberg Kravis Roberts & Co.
KKR is a leading global investment firm that manages investments across multiple asset classes including private equity, energy, infrastructure, real estate, capital markets, credit strategies, and hedge funds. With offices around the world, KKR manages assets through a variety of investment funds.
year
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rev ($mm)
$4,715.61
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$1,014.73
Employees
0
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Ticker: BX
 
 
 
 
 
 
 
 
Blackstone Group LP
Blackstone Group LP
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. They use extraordinary people and flexible capital to help companies solve problems.
year
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rev ($mm)
$2,983.13
EBITDA ($mm)
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Net Income ($mm)
$764.36
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0
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Ticker: RTOBF
 
 
 
 
 
 
 
 
Ratos AB
Ratos AB
Ratos is a private equity company that invests in Nordic companies where their core expertise as a professional, active and responsible owner over time creates good value growth. Added value is created in connection with acquisition, development and divestment of these primarily unlisted companies.
year
2019
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$2,530.41
EBITDA ($mm)
$141.89
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$80.55
Net Income ($mm)
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0
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Ticker: SIVB
 
 
 
 
 
 
 
 
Silicon Valley Bank
Silicon Valley Bank helps innovative companies and their investors move bold ideas forward, fast. They provide a full range of financial services to companies of all sizes in innovation centers around the world.
year
2018
rev ($mm)
$2,387.31
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$824.79
Employees
2836
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Ticker: CG
 
 
 
 
 
 
 
 
Carlyle Group
Carlyle Group
The Carlyle Group is a global alternative asset manager with $193 billion of assets under management across 128 funds and 159 fund of funds vehicles as of June 30, 2015. Carlyle’s purpose is to invest wisely and create value on behalf of its investors, many of whom are public pensions.
year
2020
rev ($mm)
$1,880.20
EBITDA ($mm)
$179.70
EBIT ($mm)
$120.10
Net Income ($mm)
Employees
0
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Ticker: NYSE:APO
 
 
 
 
 
 
 
 
Apollo Global Management
Apollo Global Management
Apollo Global Management, LLC and its subsidiaries is a leading global alternative investment manager. They are contrarian, value-oriented investors in private equity, credit and real estate, with significant distressed expertise.
year
2020
rev ($mm)
$1,537.25
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
0
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Ticker:
 
 
 
 
 
 
 
 
Oaktree Capital Management, LLC
Oaktree Capital Management, LLC
Oaktree is a leader among global investment managers specializing in alternative investments. They emphasize an opportunistic, value-oriented and risk-controlled approach to investments in distressed debt, corporate debt, control investing, convertible securities, real estate and listed equities.
year
2019
rev ($mm)
$1,315.17
EBITDA ($mm)
$357.51
EBIT ($mm)
$331.49
Net Income ($mm)
$224.77
Employees
0
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Ticker: COWN
 
 
 
 
 
 
 
 
Cowen Group, Inc.
Cowen Group, Inc.
Cowen Inc. is a diversified financial services firm that operates through two business segments: a broker dealer and an investment management division. Cowen Inc. focuses on delivering value-added capabilities to their clients in order to help them outperform.
year
2020
rev ($mm)
$1,072.28
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$112.95
Employees
1325
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Ticker: EQT
 
 
 
 
 
 
 
 
EQT AB
EQT AB
EQT is a leading Swedish investment firm with more than EUR 61B in raised capital across 29 funds and around EUR 40B in assets under management. EQT funds have portfolio companies in Europe, Asia and the US with total sales of more than EUR 19B and approximately 110,000 employees.
year
2020
rev ($mm)
$687.20
EBITDA ($mm)
$181.51
EBIT ($mm)
$160.04
Net Income ($mm)
$130.94
Employees
0
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Ticker: PSEC
 
 
 
 
 
 
 
 
Prospect Capital Corporation
Prospect Capital Corporation is a business development company that operates as a closed-end, non-diversified investment company that lends to and invests in energy-related businesses.
year
2013
rev ($mm)
$625.80
EBITDA ($mm)
EBIT ($mm)
$433.31
Net Income ($mm)
$292.38
Employees
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Ticker: TGOPF
 
 
 
 
 
 
 
 
3i Group Plc
3i Group Plc
3i Group plc is a multinational private equity and venture capital company headquartered in London, United Kingdom. It has offices in 13 countries across the Americas, Asia and Europe and had total assets under management of £10.5 billion as at 31 March 2012.
year
2020
rev ($mm)
$403.39
EBITDA ($mm)
$256.93
EBIT ($mm)
$253.21
Net Income ($mm)
$265.62
Employees
0
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Ticker: ENXTPA:FIM
 
 
 
 
 
 
 
 
Fimalac SA
Fimalac SA
Fimalac is a diversified holding company, listed on the Paris Stock Exchange, founded and managed by Marc Ladreit de Lacharrière. Fimalac Group is engaged in private equity, digital media, live shows and hotels and recreation.
year
2016
rev ($mm)
$392.72
EBITDA ($mm)
($13.56)
EBIT ($mm)
($54.12)
Net Income ($mm)
$68.47
Employees
2911
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Ticker: MAIN
 
 
 
 
 
 
 
 
Main Street Capital Corporation
Main Street Capital Corporation
Main Street Capital Corporation is a principal investment firm that provides long-term debt and equity capital to lower middle market companies and debt capital to middle market companies.
year
2020
rev ($mm)
$238.16
EBITDA ($mm)
EBIT ($mm)
$205.20
Net Income ($mm)
Employees
0
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Ticker: TSX:ONEX
 
 
 
 
 
 
 
 
Onex Corporation
Onex Corporation
Founded in 1984, Onex is one of the oldest and most successful private equity firms. They acquire and build high-quality businesses in partnership with talented management teams. They also invest in non-investment grade debt through credit funds and collateralized loan obligations.
year
2020
rev ($mm)
$234.00
EBITDA ($mm)
$134.00
EBIT ($mm)
$87.00
Net Income ($mm)
Employees
0
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Ticker: TSE:4310
 
 
 
 
 
 
 
 
Dream Incubator Inc.
Dream Incubator Inc.
Based in Japan, Dream Incubator, Inc. is a venture capital and private equity firm specializing in incubation and investments in all business stages. They also help companies with their growth and expansion as a strategic consulting and business development firm.
year
2018
rev ($mm)
$183.08
EBITDA ($mm)
$18.93
EBIT ($mm)
$17.11
Net Income ($mm)
$11.60
Employees
0
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