Like Salentica Systems Inc.

closed 10/24/2016 via PR Newswire

SS&C Technologies, Inc., acquired Salentica Systems Inc.

synopsis: SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, announced its acquisition of leading CRM solution Salentica System Inc. They will become a platform partner to the firm's Black Diamond® wealth platform and deepen integrations and support for other SS&C clients.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively for the global financial services industry. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. "
target: Salentica Systems Inc.
Founded in 1997, Specializing in providing client management and technology solutions for the wealth management market, Salentica offers a suite of modules integrated with Microsoft CRM as well as a suite of advisory services for financial services firms.
price ($mm)
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closed 5/13/2020 via BNC Analysis

TradeFloor Pty Ltd, acquired CCUBE

synopsis: Software developer TradeFloor has acquired CCUBE, which provides software for financial planners and went into voluntary administration in early April after COVID-19 dried up a fundraising deal. CCUBE is designed to support financial advisers drive efficiency and productivity in an increasingly client centric world.
buyer: TradeFloor Pty Ltd
TradeFloor is a must-have application for anyone who trades (or is thinking about trading) Exchange-Traded Options in Australia. They are striving to make options accessible to everyone, regardless of trading knowledge, and provide valuable insights into the risk and reward of trading strategies. "
target: CCUBE
CCUBE is a next generation financial planning and wealth management solution designed to support financial advisers drive efficiency and productivity in an increasingly client centric world.
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closed 6/21/2019 via PR Newswire

Equisoft, acquired Grendel

synopsis: Canada-based Equisoft has acquired Grendel, a company offering a customer relationship management system (CRM) purpose-built for the wealth management industry. Their flagship application suite Grendel is an advanced web-based and mobile practice management solution built for financial advisors, broker-dealers, RIAs, and their clients.
buyer: Equisoft
Based in Canada, Equisoft is a global provider of advanced digital solutions in life insurance and wealth management. Equisoft offers innovative front-end applications, extensive back office services and a unique data migration expertise. "
target: Grendel
Grendel is an online solution built specifically for financial professionals. The customer relationship management (CRM) component is the core of the larger wealth management platform that now includes compliance tools, trading, account aggregation, client portal, and more.
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announced 9/18/2012 via Reuters

Praemium, will acquire Wealthcraft Systems Inc.

synopsis: Praemium Ltd announced that it has entered into an agreement with WealthCraft Systems Inc. to acquire its fully owned subsidiary, WealthCraft Systems Limited. WealthCraft has consistently provided effective and innovative software solutions to financial institutions regionally, and created highly efficient advice-driven wealth management services.
buyer: Praemium (ASX:PPS:$15.31)
Preaemium is a specialist in the provision of portfolio administration services. Using leading edge technology to deliver cost-effective investment administration services, Præmium provides services to some of Australia’s leading financial institutions. "
target: Wealthcraft Systems Inc. (WCSY:$1.59)
WealthCraft is an information technology company that designs and supports a technology platform for wealth management services for financial institutions, including investment advisory firms, securities brokerage firms, retail and private banks, mutual fund companies and insurance companies.
price ($mm)
$0.37
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/15/2012 via BNC Analysis

Hanlon Investment Management, acquired Interactive Advisory Software

synopsis: Hanlon Financial Group announced that it has acquired the assets of Interactive Advisory Software, Inc., developer and distributor of Solution 360°, a wealth management software application focused on serving the needs of Registered Investment Advisors (RIAs) and Independent Financial Advisors.
buyer: Hanlon Investment Management
A New Jersey‐based investment advisory firm founded in 1999, Hanlon uses proprietary portfolio philosophies and strategies that are rooted in the belief that investment markets are far more risky than most individual and professional investors understand. "
target: Interactive Advisory Software
Interactive Advisory Software is the developer and distributor of Solution 360°, a wealth management software application focused on serving the needs of Registered Investment Advisors (RIAs) and Independent Financial Advisors.
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announced 9/21/2018 via BNC Analysis

Sargon, will acquire Decimal Software

synopsis: Financial technology and infrastructure company, Sargon, has announced an agreement to acquire 100 per cent of the issued shares in Decimal Software. Decimal's white label platform enables omni-channel support, real-time compliance and the ability for enterprises to offer an extended range of advice products.
buyer: Sargon
Sargon provides financial institutions and entrepreneurs with the technology and infrastructure they need to successfully build and grow investment funds and financial products. Founded in 2013, Sargon operates across Australia, New Zealand and Hong Kong. "
target: Decimal Software (ASX:DSX:$0.78)
Decimal's white label platform enables omni-channel support, real-time compliance and the ability for enterprises to offer an extended range of advice products. This includes, but isn't limited to savings, mortgage, insurance, retirement savings, straight investment and post retirement products.
price ($mm)[EV]
$4.45 [$4.38]
rev ($mm)
$1
EBITDA ($mm)
EV / rev
4.1x
EV / EBITDA
closed 1/5/2016 via BNC Analysis

Dunstan Thomas Group Limited, acquired Digital Keystone Limited

synopsis: Dunstan Thomas, a company that provides business services and technology solutions for the financial services market as well as technology consulting and software development services across other markets, has acquired Digital Keystone, a financial systems software house specializing in the wealth and investment management markets.
buyer: Dunstan Thomas Group Limited
Dunstan Thomas is a privately owned group of UK based technology companies. Dunstan Thomas provides business services and technology solutions for the financial services market, the wholesale energy market, as well as technology consulting and software development services across other markets. "
target: Digital Keystone Limited
Digital Keystone Limited is a financial systems software house specializing in the wealth and investment management markets. Their Adaptive Portal is a customer experience management platform designed to help financial services companies create portals for B2B and D2C propositions.
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closed 3/1/2018 via PR Newswire

GI Partners, acquired Doxim Solutions ULC

synopsis: Doxim Inc., a leading provider of customer engagement and content management SaaS solutions for financial services organizations, announced that GI Partners has acquired a majority stake in the company from Strattam Capital. Doxim helps financial services clients digitize the consumer experience to create better connections at every touch-point.
buyer: GI Partners
GI Partners is a private investment firm based in San Francisco. The firm has raised $16 billion in capital from leading institutional investors across the globe. GI Partners' private equity team focuses on investments in the IT Infrastructure, Healthcare, Software, and Services sectors. "
target parent: Strattam Capital
target: Doxim Solutions ULC
Doxim is a leading provider of SaaS-based customer engagement software for banks, credit unions, and wealth management firms. Doxim helps financial institutions transform their client experience, communicate effectively throughout the client lifecycle, and improve cross-sell and upsell activities.
price ($mm)
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announced 9/13/2019 via PR Newswire

SS&C Advent, will acquire Investrack

synopsis: SS&C Technologies announced it has entered into a definitive agreement wherein SS&C Advent will acquire the Investrack business from UAE-based Globacom Technologies. Investrack is a suite of applications aimed at banks and financial institutions to build their customer engagement strategy.
buyer parent: SS&C Technologies, Inc.
buyer: SS&C Advent (ADVS:$403.28)
SS&C Advent is the leading provider of technology solutions and services for the investment management industry worldwide, including independent advisors, wealth and institutional asset managers, family offices, hedge funds, funds of funds, fund administrators, and private equity firms. "
target parent: Globacom Technologies
target: Investrack
Helpful predominantly in the investment and portfolio management function, Investrack presents an integrated and seamless solutions suite and prowess to empower banks and financial institutions to build their own customer engagement strategy.
price ($mm)
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closed 5/21/2018 via BusinessWire

IHS Markit Ltd., acquired Ipreo Holdings LLC

synopsis: Ipreo, a leading financial services solutions and data provider, was acquired by IHS Markit, a world leader in critical information, analytics and solutions. IHS Markit is acquiring the business from private equity funds managed by Blackstone and by the Goldman Sachs Merchant Banking Division.
buyer: IHS Markit Ltd. (INFO:$4,449.00)
IHS Markit is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government. "
target parent: Blackstone Group LP
target: Ipreo Holdings LLC
Ipreo is a leading global provider of financial services technology, data and analytical services, supporting all participants in the capital-raising process, including sell-side professionals, finance officers at private and public companies, institutional investors, and asset managers.
price ($mm)
$1,855
rev ($mm)
EBITDA ($mm)
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closed 8/6/2014 via PE Hub

Blackstone Group LP, Goldman Sachs Merchant Banking, acquired Ipreo Holdings LLC

synopsis: Ipreo Holdings LLC, a leading global provider of market intelligence and workflow solutions to capital markets and corporate professionals, announced the completion of its acquisition by private equity funds managed by Blackstone and by the Goldman Sachs Merchant Banking Division.
buyer: Blackstone Group LP (BX:$2,038.15)
buyer: Goldman Sachs Merchant Banking
Blackstone is one of the world's leading investment and advisory firms. The Merchant Banking Division of Goldman Sachs is one of the leading private equity investors in the world, having invested and committed approximately $45 billion of equity capital in over 650 companies. "
target parent: Kohlberg Kravis Roberts & Co.
target: Ipreo Holdings LLC
Ipreo is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions.
price ($mm)
$962*
rev ($mm)
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closed 8/8/2011 via BusinessWire

Kohlberg Kravis Roberts & Co., acquired Ipreo Holdings LLC

synopsis: Kohlberg Kravis Roberts & Co L.P. (together with its affiliates, “KKR”) announced that KKR has completed the acquisition of Ipreo Holdings LLC. Ipreo is a leading provider of market intelligence, deal execution platforms, and investor communication tools to investment banks and corporations around the world.
buyer: Kohlberg Kravis Roberts & Co. (KKR:$4,733.31)
Founded in 1976 and led by Henry Kravis and George Roberts, KKR is a leading global investment firm with $61.9 billion in assets under management as of June 30, 2011. With offices around the world, KKR manages assets through a variety of investment funds and accounts covering multiple asset classes."
target parent: Veronis Suhler Stevenson
target: Ipreo Holdings LLC
Ipreo is a premier global provider of high quality data, market intelligence, and productivity solutions to investment banking and corporate clients. It is the only global provider of new issuance software solutions across the equity, fixed income, and municipal markets.
price ($mm)
$425
rev ($mm)
$130
EBITDA ($mm)
$35
EV / rev
3.3x
EV / EBITDA
12.1x
closed 2/19/2019 via GlobeNewswire

ESC Corporate Services Ltd., acquired Securefact

synopsis: ISC announced that its Services segment, through its subsidiary ESC Corporate Services, acquired substantially all of the assets used in the business of Securefact Transaction Services from Securefact. Securefact Transaction develops and markets customer identification, regulatory compliance, secured lending, and digital onboarding software.
buyer parent: Information Services Corporation
buyer: ESC Corporate Services Ltd.
ESC takes a leadership position in providing corporate legal services and public records search/registration services to over 8,000 banks, law firms, fin-techs, auto/equipment leasing captives and insurance/accountant institutions across Canada. "
target: Securefact
The acquisition includes the assets of Securefact Transaction Services, Inc. Securefact Transaction develops and markets customer identification, regulatory compliance, secured lending, and digital onboarding software.
price ($mm)
$5.12
rev ($mm)
EBITDA ($mm)
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closed 5/6/2020 via BusinessWire

Franklin Templeton Investments, acquired AdvisorEngine

synopsis: Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton, has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United States that manage over $600 billion in assets.
buyer: Franklin Templeton Investments (BEN:$5,680.20)
Franklin Resources is a global investment management organization operating, together with its subsidiaries, as Franklin Templeton. Through specialized teams, the company has expertise across all asset classes, including equity, fixed income, alternatives, and custom multi-asset solutions. "
target: AdvisorEngine
AdvisorEngine a digital wealth platform and provider of technology and consulting services to wealth management firms in the United States. Its financial experience platform serves as a unified operating system across advisor experience, business operations experience, and client experience.
price ($mm)
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closed 9/13/2018 via PR Newswire

Simplicity Group Holdings, acquired AssetLock

synopsis: Simplicity Group Holdings announced that it has acquired investment and retirement account communication technology, AssetLock. AssetLock is an award-winning investment and retirement account monitoring software that streamlines communication between the account holder and financial advisor.
buyer: Simplicity Group Holdings
Headquartered in Hartford, Connecticut, Simplicity Group Holdings is one of the nation’s largest and fastest growing financial marketing organizations with over 20,000 financial professionals, 100 partner agencies, and 30 broker-dealer partners located throughout the United States. "
target: AssetLock
AssetLock is an award-winning investment and retirement account monitoring software that streamlines communication between the account holder and financial advisor.
price ($mm)
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closed 8/14/2018 via GlobeNewswire

Intapp, Inc., acquired DealCloud

synopsis: Intapp, a leading provider of industry solutions for the $2 trillion global professional services industry, announced the acquisition of DealCloud, which specializes in CRM and deal management for investment banking and private equity firms.
buyer parent: Great Hill Partners LLC
buyer: Intapp, Inc.
Intapp provides software and services that enable professional services and capital markets firms to thrive in an increasingly competitive marketplace, enhancing their ability to win more business, operate efficiently, manage risk and drive project and client success. "
target: DealCloud
DealCloud is a pioneer in M&A software and a global leader in providing deal management, workflow and technology solutions to capital markets firms, including private equity and growth capital firms, sell-side banks, publicly traded companies and debt capital investors.
price ($mm)
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closed 6/11/2018 via PR Newswire

Investcloud Inc., acquired rplan ltd

synopsis: InvestCloud Inc., a global FinTech firm, has announced a strategic acquisition of London-based rplan Limited. rplan is the UK's leading provider of client engagement technology to support bespoke investment propositions for web and mobile.
buyer: Investcloud Inc.
InvestCloud is a Digital Platform to enable the development of first-class, financial digital solutions, pre-integrated into the cloud. InvestCloud creates powerful products for individual investors and institutions alike, assembled on-demand to meet clients' specific needs. "
target: rplan ltd
rplan offers a specialist multi-channel, retail Client Platform System (CPS) including Direct-To-Consumer (D2C) for fund managers. rplan specializes in client engagement technology for digital propositions, supported 24x7 in a secure and resilient hosted environment.
price ($mm)
$20
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/11/2018 via BNC Analysis

Equisoft, acquired Kronos Technologies

synopsis: Equisoft, a provider of digital business solutions for the insurance and wealth industries, has acquired Kronos Technologies, a company that develops web and mobile applications for the investment and insurance sectors.
buyer: Equisoft
Equisoft provides advanced digital business solutions that optimize processes, increase revenue and enable growth for the life insurance and wealth management industries. All Equisoft software systems are developed for optimal scalability and configurability to empower clients. "
target: Kronos Technologies
Kronos Technologies is a company that develops web and mobile applications for the investment and insurance sectors. Kronos Technologies is particularly known for its customer relationship management (CRM) application, Kronos Finance, and financial needs analysis (FNA) tool, Kronos FNA.
price ($mm)
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closed 11/30/2016 via BNC Analysis

FactSet Research Systems Inc., acquired Vermilion Software Ltd.

synopsis: FactSet Research Systems Inc., a provider of integrated financial information, has bought Vermilion Software Limited. Vermilion is a global provider of client reporting and communications software and services for the financial asset management industry.
buyer: FactSet Research Systems Inc. (FDS:$1,157.21)
FactSet is a leading provider of financial data and analytic applications for investment management and investment banking professionals around the globe. FactSet offers instant access to financial data and analytics to thousands of analysts, portfolio managers, and investment bankers. "
target: Vermilion Software Ltd.
Vermilion Software is a leading international provider of client reporting software and services to investment managers in the global institutional asset management, retail and mutual fund, banking, pension, hedge fund, wealth management and insurance industries.
price ($mm)
$67
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/2/2015 via BusinessWire

Fidelity Investments, will acquire eMoney Advisor, Inc.

synopsis: Fidelity Investments® announced that it has agreed to acquire eMoney Advisor, a leading wealth planning software company. eMoney Advisor’s technology solutions transform the way financial professionals deliver their expertise, strengthen client relationships and help grow their businesses.
buyer: Fidelity Investments
Fidelity Investments is an international provider of financial services and investment resources that help individuals and institutions meet their financial objectives. "
target: eMoney Advisor, Inc.
eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security and organization for everything that affects their clients’ financial lives. eMoney is more than just wealth management software— it’s a better way of doing business.
price ($mm)
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closed 10/24/2016 via PR Newswire

SS&C Technologies, Inc., acquired Salentica Systems Inc.

synopsis: SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, announced its acquisition of leading CRM solution Salentica System Inc. They will become a platform partner to the firm's Black Diamond® wealth platform and deepen integrations and support for other SS&C clients.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively for the global financial services industry. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. "
target: Salentica Systems Inc.
Founded in 1997, Specializing in providing client management and technology solutions for the wealth management market, Salentica offers a suite of modules integrated with Microsoft CRM as well as a suite of advisory services for financial services firms.
price ($mm)
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announced 5/1/2020 via PR Newswire

SS&C Technologies, Inc., will acquire Innovest Systems, LLC

synopsis: SS&C Technologies Holdings, Inc., a global provider of investment and financial software-enabled services and software, announced it has entered into a definitive agreement to acquire Innovest Systems, a company that builds systems for trust accounting, payments and unique asset servicing on modern, web-based technology.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C is a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. "
target parent: Bluff Point Associates
target: Innovest Systems, LLC
Innovest is a leading provider of financial technology solutions delivered to trust, wealth management, and retirement professionals. Their solutions empower clients to acquire new customers, invest assets effectively, manage trust & investment portfolios efficiently, & report results to customers.
price ($mm)
$120
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 3/25/2020 via Company Press Release

SS&C Technologies, Inc., will acquire Vidado

synopsis: SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries, will be acquiring Vidado, a cloud-based, AI-driven, intelligent automation platform identifies, digitizes, validates, and enriches data better than OCR technologies or humans.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C Technologies is a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. "
target: Vidado
Captricity's Vidado cloud-based, AI-driven, intelligent automation platform identifies, digitizes, validates, and enriches data better than OCR technologies or humans, unlocking new ways for insurance, financial services, and pharmaceutical enterprises to operationalize traditional workflows.
price ($mm)
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announced 9/13/2019 via PR Newswire

SS&C Advent, will acquire Investrack

synopsis: SS&C Technologies announced it has entered into a definitive agreement wherein SS&C Advent will acquire the Investrack business from UAE-based Globacom Technologies. Investrack is a suite of applications aimed at banks and financial institutions to build their customer engagement strategy.
buyer parent: SS&C Technologies, Inc.
buyer: SS&C Advent (ADVS:$403.28)
SS&C Advent is the leading provider of technology solutions and services for the investment management industry worldwide, including independent advisors, wealth and institutional asset managers, family offices, hedge funds, funds of funds, fund administrators, and private equity firms. "
target parent: Globacom Technologies
target: Investrack
Helpful predominantly in the investment and portfolio management function, Investrack presents an integrated and seamless solutions suite and prowess to empower banks and financial institutions to build their own customer engagement strategy.
price ($mm)
rev ($mm)
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announced 9/6/2018 via Reuters

SS&C Technologies, Inc., will acquire Intralinks Holdings, Inc.

synopsis: SS&C Technologies, a global provider of investment and financial software-enabled services and software, will buy data-sharing platform Intralinks Holdings from Siris Capital. Intralinks is a leading financial technology provider for the global banking, deal making and capital markets communities.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C is a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. "
target parent: Siris Capital Group
target: Intralinks Holdings, Inc.
Intralinks is a leading financial technology provider for the global banking, deal making and capital markets communities. They enable and secure the flow of information facilitating strategic initiatives such as mergers and acquisitions, capital raising and investor reporting.
price ($mm)
$1,500
rev ($mm)
$325
EBITDA ($mm)
$132
EV / rev
4.6x
EV / EBITDA
11.4x
announced 7/31/2018 via BusinessWire

SS&C Technologies, Inc., will acquire Eze Software

synopsis: SS&C, a global provider of investment and financial software-enabled services and software, is to acquire Eze Software, a leading global provider of investment management software solutions, from TPG Capital.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C is a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. "
target parent: TPG Capital
target: Eze Software
Eze Software provides leading investment technology to power investment operations, maximizing efficiencies across order management, trade execution & analytics, portfolio analytics & modeling, compliance & regulatory reporting, commission management, and portfolio & investor accounting.
price ($mm)
$1,450
rev ($mm)
$280
EBITDA ($mm)
$105
EV / rev
5.2x
EV / EBITDA
13.8x
announced 1/11/2018 via PR Newswire

SS&C Technologies, Inc., will acquire DST Systems, Inc.

synopsis: SS&C Technologies, a provider of financial services software and software-enabled services, and DST Systems, a provider of proprietary technology-based information processing and servicing solutions, have entered into a definitive agreement wherein SS&C will acquire DST. DST offers technology, strategic advisory and business operations outsourcing.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C is a global provider of investment and financial software-enabled services and software for the global financial services industry. Financial services organizations, from the world's largest institutions to local firms, manage their investments using SS&C's products and services. "
target: DST Systems, Inc. (DST:$2,023.10)
DST Systems is a provider of specialized technology, strategic advisory, and business operations outsourcing to the financial and healthcare industries. They assist clients by providing tools and services to help them capitalize on ever-changing customer, business and regulatory requirements.
price ($mm)[EV]
$5,097 [$5,637]
rev ($mm)
$2,218
EBITDA ($mm)
$491
EV / rev
2.6x
EV / EBITDA
11.5x
closed 10/31/2017 via PR Newswire

SS&C Advent, acquired Modestspark

synopsis: SS&C Technologies Holdings, Inc. announced its acquisition of Modestspark through its subsidiary SS&C Advent. Modestspark is a leading digital service provider to financial advisors and wealth management firms. Modestspark has more than 400 current clients. Modestspark offers client portal and client experience enrichment tools.
buyer parent: SS&C Technologies, Inc.
buyer: SS&C Advent (ADVS:$403.28)
SS&C Advent is the leading provider of technology solutions and services for the investment management industry worldwide, including independent advisors, wealth and institutional asset managers, family offices, hedge funds, funds of funds, fund administrators, and private equity firms. "
target: Modestspark
Modestspark is a leading digital service provider to financial advisors and wealth management firms. Modestspark has more than 400 current clients and offers client portal and client experience enrichment tools. Modestspark uses their clients' existing portfolio management systems to power apps.
price ($mm)
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closed 10/24/2016 via PR Newswire

SS&C Technologies, Inc., acquired Salentica Systems Inc.

synopsis: SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, announced its acquisition of leading CRM solution Salentica System Inc. They will become a platform partner to the firm's Black Diamond® wealth platform and deepen integrations and support for other SS&C clients.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively for the global financial services industry. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. "
target: Salentica Systems Inc.
Founded in 1997, Specializing in providing client management and technology solutions for the wealth management market, Salentica offers a suite of modules integrated with Microsoft CRM as well as a suite of advisory services for financial services firms.
price ($mm)
rev ($mm)
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closed 9/14/2015 via PR Newswire

SS&C Technologies, Inc., acquired Primatics Financial

synopsis: SS&C Technologies Holdings, Inc., a leading global provider of financial services software and software-enabled services, announced the acquisition of Primatics Financial. The company is a leader in accounting, forecasting, regulatory reporting, reserving and stress testing solutions to financial institutions holding or acquiring loans.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry. "
target parent: Carlyle Group
target: Primatics Financial
Primatics is a leader in accounting, forecasting, regulatory reporting, reserving and stress testing solutions to financial institutions holding or acquiring loans. The Primatics EVOLV platform is a cloud-based, integrated risk and finance solution.
price ($mm)
$122
rev ($mm)
$51
EBITDA ($mm)
$12
EV / rev
2.4x
EV / EBITDA
10.2x
closed 9/2/2015 via PR Newswire

SS&C Technologies, Inc., acquired Varden Technologies

synopsis: SS&C Technologies Holdings, Inc., a leading global provider of financial services software and software-enabled services, announced the acquisition of Varden Technologies, a leading provider of client and advisor communication solutions for investment firms.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C provides investment and financial software-enabled services and software focused on the financial services industry. Some 10,000 financial services organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services. "
target: Varden Technologies
Varden Technologies, Inc. is a privately-held, Boston-based, investment technology firm with two business lines: proprietary software and technical consultancy. Varden offers a platform called eReportal, which is an auditable and workflow-driven client communications system.
price ($mm)
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closed 7/8/2015 via PR Newswire

SS&C Technologies, Inc., acquired Advent Software, Inc.

synopsis: SS&C Technologies Holdings, Inc., a leading global provider of financial services software and software-enabled services, announced it has completed its acquisition of Advent Software, Inc., a leading provider of software and services for the global investment management industry.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C provides investment and financial software-enabled services and software focused on the financial services industry. Some 10,000 financial services organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services. "
target: Advent Software, Inc. (ADVS:$403.28)
Advent Software's quality software, data, services and tools enable financial professionals to improve service and communication to their clients, allowing them to grow their business while controlling costs.
price ($mm)[EV]
$2,366 [$2,550]
rev ($mm)
$397
EBITDA ($mm)
$103
EV / rev
6.4x
EV / EBITDA
24.8x
closed 12/2/2014 via GlobeNewswire

SS&C Technologies, Inc., acquired DST Global Solutions Limited

synopsis: SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, announced that it has acquired DST Global Solutions Ltd., a leading provider of technology solutions and services to financial and utilities organisations across the globe.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry. Founded in 1986, SS&C has its headquarters in Windsor, Connecticut and offices around the world. "
target parent: DST Systems, Inc.
target: DST Global Solutions Limited
DST Global Solutions is a leading provider of technology solutions and services to financial and utilities organisations. They focus on powering the data driven investment industry by offering financial technology solutions to the world’s investment and wealth management industry.
price ($mm)
$95
rev ($mm)
$63
EBITDA ($mm)
EV / rev
1.5x
EV / EBITDA
closed 5/9/2012 via GlobeNewswire

SS&C Technologies, Inc., acquired Portia

synopsis: SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, has completed its acquisition of Thomson Reuters PORTIA business, an industry leading middle-to-back office investment operations platform.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C Technologies is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry. Founded in 1986, SS&C has its headquarters in Windsor, Connecticut and offices around the world. "
target parent: Thomson Reuters
target: Portia
PORTIA is the industry's premier middle-to-back office solution, automating the operations of more than 200 investment managers in over 40 countries worldwide. PORTIA Outsourcing Services manages and services some or all of your middle-to-back office operation.
price ($mm)
$170
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/28/2011 via GlobeNewswire

SS&C Technologies, Inc., purchased Identity Verification and Credit Retrieval Assets from Teledata Communications, Inc.

synopsis: SS&C Technologies has completed the acquisition of the background search and credit retrieval SaaS suite and associated customers from Teledata Communications, Inc.(TCI). Companies rely on TCI's software products for automating the process of conducting background checks, employment screenings, tenant screenings and more.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C Technologies is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry. Founded in 1986, SS&C has its headquarters in Windsor, Connecticut and offices around the world. "
seller: Teledata Communications, Inc.
Teledata Communications, Inc. provides Web based automated loan origination and workflow automation software for lending institutions. Its nine Application Service Providers help businesses automate the processing of credit checks, employment screenings, fraud detection and more.
price ($mm)
$0.75
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/11/2011 via Company Press Release

SS&C Technologies, Inc., acquired BenefitsXML, inc

synopsis: SS&C Technologies Holdings, Inc., a global provider of investment and financial software-enabled services and software, announced it has acquired Glastonbury, Connecticut-based BenefitsXML, a provider of enterprise software solutions for employee benefit service providers.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C is a leader in the delivery of investment and financial management software and related services focused exclusively on the global financial services industry. Founded in 1986, SS&C has its headquarters in Windsor, Connecticut and offices around the world. "
target: BenefitsXML, inc
BenefitsXML is a leading provider of enterprise software and SaaS solutions for employee benefit service providers, including health and welfare carriers, insurance brokerages, TPAs and HR outsourcing firms.
price ($mm)
$13
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/7/2010 via GlobeNewswire

SS&C Technologies, Inc., acquired TimeShareWare

synopsis: SS&C Technologies, a global provider of financial services software and software-enabled services, announced it has acquired TimeShareWare, the leading provider of technology solutions for shared-ownership resorts including vacation membership associations, fractional membership properties, condo-hotels, vacation rentals, and timeshare resorts.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C is a leader in the delivery of investment and financial management software and related services focused exclusively on the global financial services industry. Founded in 1986, SS&C has its headquarters in Windsor, Connecticut and offices around the world. "
target: TimeShareWare
TimeShareWare uses advanced technology and has created a state-of-the-art software platform to provide best of breed, superior software solutions to shared-ownership, mixed use resorts.
price ($mm)
$29
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/4/2010 via GlobeNewswire

SS&C Technologies, Inc., acquired thinklink

synopsis: SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, announced SS&C has acquired the thinklink business from TD Ameritrade Holding Corporation.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C is a leader in the delivery of investment and financial management software and related services focused exclusively on the global financial services industry. Founded in 1986, SS&C has its headquarters in Windsor, Connecticut and offices around the world. "
target parent: E-Trade Financial Corp.
target: thinklink
thinklink, thinkorswim’s Order Management System (OMS) is designed for institutional broker-dealers that need to manage order flow. It captures electronic (FIX) orders from buy-side customers as well as manual entry and allows the trader to work the orders with any direct point of liquidity.
price ($mm)
$5.20
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/31/2009 via BusinessWire

SS&C Technologies, Inc., acquired Tradeware Global LLC

synopsis: SS&C Technologies, Inc., a global provider of financial services software and software-enabled services, announced it has acquired Tradeware Global Corp., a leading broker-neutral solution provider for electronic access to global equity markets.
buyer parent: The Carlyle Group
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C delivers investment and financial management software and related services focused exclusively on the financial services industry. By leveraging expertise in common investment business functions, SS&C cost effectively serves clients in different industry segments. "
target: Tradeware Global LLC
Tradeware specializes in flexible FIX-based equity order management systems, FIX connectivity solutions, and full front-to-back office integration and compliance reporting services. The Company's service bureau business model offers customers the much sought-after benefits of trading neutrality.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/20/2009 via BusinessWire

SS&C Technologies, Inc., acquired TheNextRound, Inc.

synopsis: SS&C Technologies, Inc. a global provider of financial services software and software-enabled services, announced that it has acquired TheNextRound, Inc., a leading provider of software solutions for the private equity and alternative investment communities.
buyer parent: The Carlyle Group
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C delivers investment and financial management software and related services focused exclusively on the financial services industry. By leveraging expertise in common investment business functions, SS&C cost effectively serves clients in different industry segments. "
target: TheNextRound, Inc.
TheNextRound is a leading provider of front and back office software solutions to the Private Equity and Alternative Investment communities. TNR Solution™ utilizes the latest technology and is built on Microsoft's .NET framework.
price ($mm)
$19
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/1/2009 via BusinessWire

SS&C Technologies, Inc., purchased MAXIMIS software from Unisys Corporation

synopsis: SS&C Technologies, Inc., a global provider of financial services software and software-enabled services, announced that it has acquired the assets and related business associated with Unisys Corporation’s MAXIMIS software, investment accounting software designed to meet the regulatory and management reporting needs of institutional investors.
buyer parent: The Carlyle Group
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C delivers investment and financial management software and related services focused exclusively on the financial services industry. By leveraging expertise in common investment business functions, SS&C cost effectively serves clients in different industry segments. "
seller: Unisys Corporation (UIS:$2,948.70)
Unisys is a worldwide information technology company. We specialize in helping clients secure their operations, increase the efficiency and utilization of their data centers, enhance support to their end users and constituents, and modernize their enterprise applications.
price ($mm)
$6.91
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/23/2005 via BusinessWire

The Carlyle Group, acquired SS&C Technologies, Inc.

synopsis: SS&C Technologies, Inc. announced that Sunshine Acquisition Corporation, a corporation affiliated with The Carlyle Group, a global private equity firm, completed the acquisition of SS&C Technologies, Inc. The aggregate consideration to be paid to SS&C stockholders and option holders is approximately $942 million.
buyer: The Carlyle Group (CG:$1,544.30)
The Carlyle Group is a private global investment firm that originates, structures and acts as lead equity investor in management-led buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, and growth capital financings. "
target: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C delivers investment and financial management software and related services focused exclusively on the financial services industry. By leveraging expertise in common investment business functions, SS&C cost effectively serves clients in different industry segments.
price ($mm)[EV]
$875 [$917]
rev ($mm)
$120
EBITDA ($mm)
$43
EV / rev
8.2x
EV / EBITDA
23.1x
closed 2/1/2006 via BusinessWire

Cameron Systems merged with Orc Software,

synopsis: Today, February 1, 2006, the directors of Orc Software decided to transfer 513,500 own shares and to issue 352,282 new shares to the shareholders of Cameron Systems (VIC) Pty Ltd. Through the transfer of the shares and a cash payment, Orc Software completed its acquisition of Cameron Systems (VIC) Pty Ltd and Cameron Fix IP Pty Ltd.
buyer: Orc Software (SSE: ORC:$69.17)
Orc Software provides technology for advanced market making, trading and brokerage that enables participants who trade on financial markets to fully realize their market and revenue potential. "
target: Cameron Systems
Cameron Systems is a leading supplier of FIX [Financial Information Exchange] engines to brokers, fund managers, exchanges and software vendors. Cameron Systems is a Global Member of the FIX Protocol organization with dedicated focus and support for the protocol as it evolves.
price ($mm)
$32
rev ($mm)
$6
EBITDA ($mm)
$2
EV / rev
5.8x
EV / EBITDA
20.0x
closed 9/1/2018 via BusinessWire

State Street Corporation, acquired Charles River Systems, Inc.

synopsis: State Street Corporation, a leading provider of financial services to institutional investors, announced that it has acquired Charles River Systems, Inc. (Charles River Development), a premier provider of investment management front office tools and solutions.
buyer: State Street Corporation (STT:$11,734.00)
State Street Corporation is one of the world's leading providers of financial services to institutional investors, including investment servicing, investment management and investment research and trading. "
target: Charles River Systems, Inc.
Charles River Systems, Inc. is a privately held company that primarily focuses on providing solutions that automate front and middle office investment management functions across asset classes on a Software as a Service-based platform.
price ($mm)
$2,600
rev ($mm)
$311
EBITDA ($mm)
EV / rev
8.4x
EV / EBITDA
closed 5/12/2008 via Company Press Release

The Bank of New York Mellon Corporation, acquired LAMP Technologies LLC

synopsis: The Bank of New York Mellon, a global leader in asset management and securities servicing, announced that it has acquired the fund of hedge funds administrative services business of LAMP Technologies LLC, a Dallas-based alternative investment administrator.
buyer: The Bank of New York Mellon Corporation (BK:$400.00)
The Bank of New York Mellon is a leading asset management and securities services company, uniquely focused to help clients manage and move their financial assets and succeed in the rapidly changing global marketplace. "
target: LAMP Technologies LLC
LAMP Technologies LLC pairs world-class professionals with a state-of-the-art technology platform. Rather than depending on software vendors, LAMP develops highly integrated systems that leverage our decades of experience in the alternative investments industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/2/2016 via BusinessWire

Trintech Group Plc, acquired Chesapeake System Solutions, Inc.

synopsis: Trintech, a leading provider of integrated Record-to-Report software solutions for the office of finance, announced it has acquired Chesapeake System Solutions. The company is a leading provider of financial transaction account reconciliation and treasury solutions.
buyer parent: Spectrum Equity
buyer: Trintech Group Plc (TTPA:$33.95)
Trintech is a leading provider of financial software solutions for the Record-to-Report process. Over 900 clients in 100 countries rely on their solutions to optimize resources, reduce costs, manage risk and monitor activities across the entire finance organization worldwide. "
target: Chesapeake System Solutions, Inc.
Chesapeake System Solutions provides financial close, transaction matching, cash management, and treasury solutions for the retail, banking, financial services, and insurance industries.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/7/2005 via PR Newswire

Flextrade Systems, Inc., acquired Financial Innovative Technology

synopsis: FlexTrade Systems Inc. has acquired a 72% majority stake in FIT-Traderforce, a European leading provider of financial information platforms, in an all cash deal. Financial terms were not disclosed. The founders of Traderforce will remain as shareholders and on the executive board.
buyer: Flextrade Systems, Inc.
FlexTrade Systems Inc. is the industry pioneer which introduced the first broker-neutral algorithmic platform that can be controlled and customized by each end-user. "
target: Financial Innovative Technology
Financial Innovative Technology (FIT) distributes Traderforce, a suite of platforms for financial markets community through a unique ASP and Thin Client technology. Traderforce offers a wide range of solutions including market data, trading services, portfolio management and risk management.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/10/2019 via PR Newswire

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

synopsis: Broadridge Financial Solutions, a global Fintech leader and part of the S&P 500® Index, has entered into a purchase agreement to acquire Fi360, a leading provider of fiduciary-focused software, data and analytics for financial advisors and intermediaries across the retirement and wealth ecosystem.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,338.00)
Broadridge Financial Solutions is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry. "
target parent: Bluff Point Associates
target: Fi360, Inc.
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors' assets. They provide financial professionals with the tools necessary to act as a fiduciary in their work with investors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/12/2012 via BusinessWire

eFront SA, acquired DMLT

synopsis: eFront, a leading software provider of financial solutions for managing alternative investments, announced the acquisition of DMLT. DMLT is the market-leading provider of investor reporting and portal services for the alternative asset community.
buyer parent: Francisco Partners Management LLC
buyer: eFront SA (FR:ALEFT:$0.00)
eFront is a leading software provider of end-to-end solutions dedicated to the financial industry with a recognized expertise in alternative investments. eFront’s solutions serve companies in the private equity, real estate investment, banking and insurance sectors. "
target: DMLT
DMLT offers a suite of web-based investor reporting, contact management and fundraising products to the alternative asset community. DMLT provides Invesment Cafe, a suite of investor reporting solutions.
price ($mm)
$50
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/28/2018 via PR Newswire

Synap Software Labs merged with Imagineer Technology Group, Inc.,

synopsis: Imagineer Technology Group, a leading provider of investor relations and fund marketing software to the asset management industry, and Synap Software Labs, maker of cloud-based investment research, due diligence, and account management applications, have merged. Synap provides relationship management tools for the entire customer journey.
buyer: Imagineer Technology Group, Inc.
Since their founding in 1998, Imagineer has focused on providing relationship management software and services that help investor relations, fund marketing, and customer success teams to effectively manage their clients and operate their businesses efficiently and intelligently. "
target: Synap Software Labs
Synap provides relationship management tools for the entire customer journey. Synap helps private fund managers centralize all of their investor relationship information, and it also helps institutional investors organize and collaborate investment research.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/5/2017 via Yahoo, Inc.

Investview, Inc, acquired Wealth Generators LLC

synopsis: Investview, Inc., a diversified financial technology organization specializing in investor education, investment newsletters and financial services, announced the acquisition of Wealth Generators LLC, a financial education, research and tools provider.
buyer: Investview, Inc (OTCPK:INVU:$17.92)
Investview, Inc. is a New Jersey-based diversified financial technology organization. The Company operates primarily through its wholly- and majority-owned subsidiaries, to provide financial products and services to accredited investors, self-directed investors and select financial institutions. "
target: Wealth Generators LLC
Wealth Generators, LLC is a Utah based financial education, research and tools provider for the self-directed investor. Wealth Generators distributes its programs and services through independent distributors who are paid according to the company's bonus plan.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/17/2013 via PR Newswire

fi360, acquired IPS AdvisorPro

synopsis: fi360, the premier organization for fiduciary education, investment analytics, support services and industry insights for financial professionals, announced it has acquired IPS AdvisorPro, a cloud-based technology that helps financial advisors develop customized investment policy statements, which are used to document client investment goals.
buyer: fi360
fi360 literally 'wrote the books' on fiduciary responsibility, defining the prudent investment practices for those who manage money for others. They offer world-class fiduciary training, Web-based analytical tools and resources for investment professionals. "
target: IPS AdvisorPro
IPS AdvisorPro® is an award-winning online technology platform designed to help advisors create fully customized Investment Policy Statements (IPS) unique to their processes and procedures, and the circumstances of each client.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/18/2007 via

Liquidnet, Inc., acquired Miletus Trading, LLC

synopsis: Liquidnet, the #1 electronic global marketplace for block trading, has signed a definitive agreement to acquire Miletus Trading, a leading agency-only brokerage firm that provides advanced, quantitative execution strategies and analytics to institutional investors.
buyer: Liquidnet, Inc.
Liquidnet allows money management institutions to trade large blocks of equities directly and anonymously with significant price improvement and little-to-no market impact. Liquidnet enables its Members to trade in 20 equity markets globally. "
target: Miletus Trading, LLC
New York-based Miletus Trading is a leader in quantitative execution technology. The agency-only broker was founded on the belief that buy-side traders and portfolio managers need more efficient and effective ways to employ real-time quantitative execution strategies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/2/2006 via BusinessWire

Van der Moolen Holding N.V., acquired Curvalue Financial Services Group

synopsis: Van der Moolen is pleased to announce that its acquisition of Curvalue Financial Services was completed on January 2, 2006. All assets and liabilities of Curvalue, including its undistributed retained earnings for the full calendar year 2005, are consolidated with those of Van der Moolen Holding NV from that date.
buyer: Van der Moolen Holding N.V.
Van der Moolen is an international trading firm active in equities, bonds and related instruments such as warrants and futures. We are active as a 'specialist' and/or proprietary trader on the important equity exchanges in the United States and Europe. "
target: Curvalue Financial Services Group
Online Trader is part of the Curvalue Financial Services Group. The Group was founded in 1991 to provide front office software and risk management tools, facilities, fast direct trading access, remote trading access and administration as well as a regulatory framework.
price ($mm)
$70
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/12/2020 via Company Press Release

Complii, will acquire Registry Direct

synopsis: Complii FinTech Solutions Ltd, a web-based compliance solution in Australia, will acquire Registry Direct Limited, an Australian provider of share registry software. Registry Direct offers a cloud-based software solution that streamlines registry management.
buyer: Complii
Complii is a web-based compliance solution in Australia. Complii offers a secure digital platform that removes the need for paper based compliance. Their customisable software is designed to automate, record and report on an AFS Licensee's and Brokers compliance obligations. "
target: Registry Direct (ASX:RD1:$0.37)
Registry Direct is an Australian provider of share registry software. Registry Direct offers a cloud-based software solution that streamlines registry management. Registry Direct enables companies to take control of their share registry, engage their team and increase transparency for all users.
price ($mm)
rev ($mm)
$0
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 12/11/2019 via PR Newswire

Invesco Ltd., acquired RedBlack Software, LLC

synopsis: Invesco Ltd., a global independent investment management firm, has acquired RedBlack, a market leader in portfolio rebalancing and trading technology. With the acquisition, Invesco expands its digital wealth business supporting advisors, end-investors, and financial institutions with industry-leading tools, resources, and investment capabilities.
buyer: Invesco Ltd. (IVZ:$5,630.50)
Invesco is a global independent investment management firm dedicated to helping investors worldwide achieve their financial objectives. Invesco's distinctive investment teams deliver a comprehensive range of active, passive, and alternative investment capabilities. "
target: RedBlack Software, LLC
RedBlack provides investment professionals with the rebalancing, order management, and trading solutions required to manage complex portfolios. RedBlack offers intuitive software, personalized training, and dedicated support to deliver an immediate return on investment.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/30/2019 via Company Press Release

Crosskey Banking Solutions Ab Ltd, acquired Model IT Oy

synopsis: Crosskey, a leading supplier of services and systems to the Nordic financial industry focusing on banks, card issuers, asset managers and fund managers, has acquired all shares in the Finnish software company Model IT. Based in Finland, Model IT provides innovative software solutions and advisory services in the financial sector.
buyer parent: Ålandsbanken
buyer: Crosskey Banking Solutions Ab Ltd
Crosskey combines big-league IT capabilities with flexibility, engagement and a personal touch. They make it easier to create new revenue from financial services, getting users to market faster with the right offering. They have offices in Mariehamn, Stockholm, Helsinki and Turku. "
target: Model IT Oy
Based in Finland, Model IT provides innovative software solutions and advisory services in the financial sector. They work with asset managers, insurance companies and banks. Their main focus is in two products OneFactor – Wealth Management Platform and cFrame – Financial Modelling Framework.
price ($mm)
rev ($mm)
$2
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 10/1/2019 via Company Press Release

Broadridge Financial Solutions, Inc., acquired Shadow Financial Services Corporation

synopsis: Broadridge Financial Solutions, Inc., a global Fintech leader, has acquired Shadow Financial Systems, Inc., a provider of multi-asset class post-trade solutions for the capital markets industry. Shadow Financial Systems offers a SaaS-based solution for middle and back-office post-trade processing, reconciliation, clearing, treasury and accounting.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,338.00)
Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge helps clients reduce their capital investments in operations infrastructure. "
target: Shadow Financial Services Corporation
Shadow Financial Systems is a provider of multi-asset class post-trade solutions for the capital markets industry. Shadow Financial Systems offers ShadowSuite, a SaaS-based solution for middle and back-office post-trade processing, reconciliation, clearing, treasury and accounting.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/20/2016 via BNC Analysis

Forum Trading Solutions Ltd, acquired GMEX Technologies

synopsis: Forum Trading Solutions (Forum), currently a minority stakeholder in Global Market Exchange Group (GMEX), has acquired 100% of GMEX Technologies Limited, including clients and the GMEX name related trademarks. The current GMEX Tech and Forum businesses will merge to provide multi-asset exchange and post trade business services and technology.
buyer: Forum Trading Solutions Ltd
Forum is positioned as a neutral, global, exchange platform-as-a-service providing execution, operational & surveillance software, in addition to people-based operational and regulatory services. The Forum offering is designed to be fully compliant with current regulatory initiatives. "
target parent: Global Markets Exchange Group
target: GMEX Technologies
GMEX Technologies is a provider of multi-asset exchange and post trade technology covering all the market infrastructure value chain. They offer their cloud-enabled trading and clearing market ecosystem with the best talent, connectivity, technology, and business expertise.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/1/2016 via BusinessWire

ION Trading, acquired Reval

synopsis: ION Investment Group announced that it completed its acquisition of Reval, a global provider of cloud-based solutions for treasury and risk management. Financial terms were not disclosedION provides mission-critical trading and workflow automation software solutions to financial institutions, central banks, governments and corporates.
buyer parent: TA Associates
buyer: ION Trading
ION is a global market leader providing real-time solutions across multiple asset classes for electronic trading, position management, pricing, risk management and downstream processing to clients which range from global financial institutions to niche financial specialists. "
target: Reval
Reval is the leading, global provider of a scalable cloud platform for treasury and risk management. Their Software-as-a-Service (SaaS) solutions help corporates and banks around the world better manage cash and liquidity, financial risk and hedge accounting.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 4/19/2016 via Market Wire

Bridgepoint, Summit Partners, will acquire Calypso Technology Inc

synopsis: Calypso Technology, Inc., a leading provider of capital markets software, announced that it is to be acquired by European private equity fund Bridgepoint and global growth equity investor Summit Partners. Calypso offers an integrated suite of trading and risk management solutions used by over 34,000 market professionals in more than 60 countries.
buyer: Summit Partners
buyer: Bridgepoint
Bridgepoint, a European private equity firm, focuses on acquiring well managed companies in attractive sectors with potential to grow organically or through acquisition. Summit Partners, a global growth equity firm, currently invested more than $7.2 billion in equity and fixed income opportunities. "
target: Calypso Technology Inc
Calypso is the leading provider of front-to-back technology solutions for the financial markets. With 19 years of experience delivering cross-asset solutions for trading, processing, risk management and accounting, Calypso brings simplicity to the most complex business and technology issues.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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Ticker: TSXV:ALY
 
 
 
 
 
 
 
 
AnalytixInsight
AnalytixInsight
AnalytixInsight Inc's Big Data Analytics platform helps transform data into narratives. Their flagship product Capital Cube provides high-quality financial research and content for investors, information providers, finance portals and media.
year
2016
rev ($mm)
$1.66
EBITDA ($mm)
($1.51)
EBIT ($mm)
($1.64)
Net Income ($mm)
Employees
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Ticker: ASX:REV
 
 
 
 
 
 
 
 
Real Estate Investar
Real Estate Investar
Real Estate Investar is an Australian provider of products and services for property investors. Real Estate Investar helps people to find, analyse and track investment properties. Their platform provides users with all the tools, data and information they need to invest in property successfully.
year
2019
rev ($mm)
$0.59
EBITDA ($mm)
($0.38)
EBIT ($mm)
($0.63)
Net Income ($mm)
Employees
0
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Ticker: BLK
 
 
 
 
 
 
 
 
BlackRock, Inc.
BlackRock, Inc.
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. They help clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares®, and more.
year
2019
rev ($mm)
$13,880.00
EBITDA ($mm)
$5,602.00
EBIT ($mm)
$5,300.00
Net Income ($mm)
$4,199.00
Employees
0
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Ticker: MKTX
 
 
 
 
 
 
 
 
MarketAxess Holdings, Inc.
MarketAxess Holdings, Inc.
MarketAxess operates a leading, institutional electronic trading platform delivering expanded liquidity opportunities, improved execution quality and significant cost savings across global fixed-income markets.
year
2019
rev ($mm)
$463.87
EBITDA ($mm)
$246.49
EBIT ($mm)
$224.84
Net Income ($mm)
$185.05
Employees
454
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Ticker: INIX.PK
 
 
 
 
 
 
 
 
iFinix Corporation
iFinix Corporation
Ifinix is a leading global provider of financial and business information to professionals and active individual investors. Building on a 20-year legacy of delivering time-sensitive financial information, Ifinix provides streaming, real-time market data, news and analytics.
year
2011
rev ($mm)
$0.54
EBITDA ($mm)
($0.26)
EBIT ($mm)
($0.27)
Net Income ($mm)
Employees
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Ticker: ASX:RD1
 
 
 
 
 
 
 
 
Registry Direct
Registry Direct
Registry Direct is an Australian provider of share registry software. Registry Direct offers a cloud-based software solution that streamlines registry management. Registry Direct enables companies to take control of their share registry, engage their team and increase transparency for all users.
year
2019
rev ($mm)
$0.37
EBITDA ($mm)
($0.96)
EBIT ($mm)
($0.96)
Net Income ($mm)
Employees
0
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Ticker: PT
 
 
 
 
 
 
 
 
PINTEC
PINTEC
PINTEC is a leading independent technology platform enabling financial services in China. With its mission to "Power the Future of Finance", PINTEC aims to advance financial services by providing customizable and modular fintech solutions to its financial and business partners.
year
2018
rev ($mm)
$156.10
EBITDA ($mm)
$13.41
EBIT ($mm)
$12.65
Net Income ($mm)
$0.96
Employees
432
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Ticker: GB:FFA.GB
 
 
 
 
 
 
 
 
FFastFill plc
FFastFill plc
FFastFill is the leading provider of Software as a Service to the global derivatives community, using the latest developments in technology to automate trade flow processes across a firm's front, middle and back offices.
year
2011
rev ($mm)
$24.91
EBITDA ($mm)
$6.69
EBIT ($mm)
$3.39
Net Income ($mm)
$2.90
Employees
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Ticker:
 
 
 
 
 
 
 
 
Censof Holdings Berhad
Censof, an investment holding company, develops and markets financial management software in Malaysia and Indonesia. It operates Financial Management Software Solution, Payment Aggregation Solutions, Wealth Management Solutions, Training Solution, and Information Communication Technology segments.
year
2018
rev ($mm)
$18.80
EBITDA ($mm)
($1.81)
EBIT ($mm)
($1.93)
Net Income ($mm)
Employees
0
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Ticker: ASX:PPS
 
 
 
 
 
 
 
 
Praemium
Praemium
Preaemium is a specialist in the provision of portfolio administration services. Using leading edge technology to deliver cost-effective investment administration services, Præmium provides services to some of Australia’s leading financial institutions.
year
2014
rev ($mm)
$15.31
EBITDA ($mm)
$0.88
EBIT ($mm)
$0.60
Net Income ($mm)
Employees
85
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Ticker: FXIT
 
 
 
 
 
 
 
 
Forex International Trading Corp.
Forex International Trading Corp.
Forex International Trading develops the next generation of Forex trading platforms. 4XINT Trader is an advanced online trading platform for the Forex market.
year
2011
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
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Ticker: AIM:BRY
 
 
 
 
 
 
 
 
Brady plc
Brady plc
Brady plc is the leading provider of software solutions for global commodity trading. They offer a choice of trading and risk management applications designed to enable producers, financial organisations and trading companies to manage their commodity transactions in an integrated solution.
year
2017
rev ($mm)
$39.97
EBITDA ($mm)
($2.65)
EBIT ($mm)
($3.47)
Net Income ($mm)
Employees
253
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Ticker: AIM:SOG
 
 
 
 
 
 
 
 
StatPro Group PLC
StatPro Group PLC
StatPro is a global provider of award winning portfolio analytics solutions for the investment community. The Group's cloud-based platform provides vital analysis of portfolio performance, attribution, risk and compliance.
year
2019
rev ($mm)
$69.47
EBITDA ($mm)
$8.50
EBIT ($mm)
$4.94
Net Income ($mm)
Employees
285
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