Like Strategas Research Partners

announced 10/31/2017 via Company Press Release

Baird, will acquire Strategas Research Partners

synopsis: Baird signed a definitive agreement to acquire Strategas, an independent private partnership focused on macro research. Based in New York, Strategas provides comprehensive macro sector insights including research in the areas of Investment Strategy, Economics, Government Policy, Quantitative, Technical Analysis, Fixed Income and Industry Surveys.
buyer: Baird
Baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the US, Europe and Asia. Established in 1919, Baird has more than 3,400 associates serving the needs of individual, corporate, institutional and municipal clients. "
target: Strategas Research Partners
Strategas is a global institutional brokerage and advisory firm that provides macro research, capital market and corporate advisory services, and financial products to institutional investors and corporate executives in more than twenty countries around the world.
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closed 1/23/2019 via PR Newswire

Seeking Alpha, acquired CressCap

synopsis: Seeking Alpha, the world's largest platform for equity analysis, announced the acquisition of CressCap, a next generation analytics platform for investment professionals. CressCap is a pioneer in the fusion of statistical computing systems and autonomous research analytics.
buyer: Seeking Alpha
Seeking Alpha is the leading provider of stock market opinion and analysis from blogs, money managers and investment newsletters, and a provider of its own high-value, complementary financial content. "
target: CressCap
CressCap Investment Research has developed the next generation analytics platform for investment professionals. They are a pioneer in the fusion of statistical computing systems and autonomous research analytics.
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announced 8/6/2018 via Company Press Release

AxiCorp, will acquire One Financial Markets

synopsis: Australian-owned Forex (FX) and Contracts For Difference (CFD) trading provider AxiCorp has announced that it will acquire UK-headquartered One Financial Markets (OFM). OFM is an award-winning global online broker providing trading facilities for retail and institutional investors.
buyer: AxiCorp
AxiCorp is a leading global provider of margin and deliverable Foreign Exchange, Contracts For Difference (CFDs) and Financial Spread betting. Their major brands are AxiTrader, AxiPrime, AxiSelect and AxiForex. They offer fully regulated Retail and Institutional trading. "
target parent: KBBO Group
target: One Financial Markets
One Financial Markets is a global, award winning, online broker providing 24/5 trading facilities to retail and institutional investors in forex and CFDs on indices, commodities, energies, bonds and futures.
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closed 9/14/2016 via PR Newswire

GCM Prime, purchased Institutional Clients Book from CapMar Financial

synopsis: GCM Prime has just closed a deal to acquire the customer books and certain assets of Capital Market Services UK Ltd (CMS), an FXP International Ltd wholly-owned subsidiary. The acquired business unit focuses on providing institutional clients foreign exchange and CFD offerings and technology solutions.
buyer: GCM Prime
GCM Prime understands that trade optimization requires a comprehensive focus on front, middle and back office support. With decades of experience in managing FX liquidity relationships, their prime brokerage specialists deliver solutions for every trading challenge. "
seller parent: Prime Mantle Corporation PLC
seller: CapMar Financial
Capital Market Services UK Ltdl's institutional clients book focuses on providing institutional clients foreign exchange and CFD offerings and technology solutions. Capital Market Services UK Ltd focuses exclusively in the institutional space with “prime of prime” and White Label offerings.
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closed 10/3/2016 via PR Newswire

Center for Financial Research and Analysis, purchased Equity Research Business from S&P Global Market Intelligence

synopsis: S&P Global announced that it has successfully completed its sale of S&P Global Market Intelligence's Equity and Fund Research (Equity Research) business to CFRA, a leading independent provider of forensic accounting research, analytics and advisory services.
buyer: Center for Financial Research and Analysis
CFRA (Center for Financial Research and Analysis) is the world’s largest provider of institutional-grade independent equity research. Through fundamental equity and fund research, CFRA empowers investment professionals, advisors and risk managers with actionable ideas and proven results. "
seller parent: S&P Global
seller: S&P Global Market Intelligence
S&P Global Market Intelligence's Equity Resarch provides access to financial analysis for wealth advisors and institutional investors. S&P Global Market Intelligence collects and analyzes vast volumes of content, turning into actionable intelligence on the global financial markets and industries.
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announced 8/25/2016 via PR Newswire

BGC Partners L.P., will acquire Perimeter Markets Inc.

synopsis: BGC Partners, Inc., a leading global brokerage company servicing the financial and real estate markets, announced that BGC has entered into an agreement to acquire Perimeter Markets Inc. Perimeter Markets is an independent provider of electronic fixed income and futures trading in Canada, through its CBID platforms.
buyer: BGC Partners L.P. (BGCP:$2,554.99)
BGC Partners is a leading global brokerage company servicing the financial and real estate markets. Financial Services offerings include fixed income securities, interest rate swaps, foreign exchange, equities, equity derivatives, credit derivatives, commodities, futures, and structured products. "
target: Perimeter Markets Inc.
Perimeter Markets Inc. develops and operates alternative marketplaces for trading Canadian fixed income products. Their fast and efficient electronic markets support the best execution needs of investors.
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closed 1/12/2016 via PR Newswire

Hedgeye Risk Management, acquired Potomac Research Group

synopsis: Hedgeye Risk Management announced that it has acquired Potomac Research Group (PRG), a Washington, D.C.-based, independent research firm which provides predictive and actionable Washington policy analysis to institutional investors.
buyer: Hedgeye Risk Management
Hedgeye Risk Management is an independent investment research and media firm. Focused exclusively on generating and delivering actionable investment ideas in a proven buy-side process, the firm combines quantitative, bottom-up and macro analysis with an emphasis on timing. "
target: Potomac Research Group
Potomac Research Group ("PRG") is an independent research firm formed to provide Washington policy and market technical analysis to institutional investors. PRG’s analysis of federal legislative activities and regulatory policies helps investors determine Washington’s impact on industry sectors.
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closed 9/9/2015 via BNC Analysis

Lyceum Capital, acquired Style Research

synopsis: Robert Schwob, a popular figure in the asset management world, has sold majority control of Style Research, his asset management data provider, to mid-market private equity firm Lyceum Capital. Style Research is the leading independent provider of global investment research and portfolio analysis applications.
buyer: Lyceum Capital
Lyceum Capital partners with entrepreneurial management teams and unlocks growth potential by providing capital, operations and development support and help with targeted acquisitions. Lyceum typically invests between £5m and £50m of equity in fast-growing, UK-headquartered, mid-sized businesses. "
target: Style Research
Style Research is the leading independent provider of global investment research and portfolio analysis applications. The services are delivered on a SaaS-based platform that supports a range of devices.
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closed 12/10/2014 via PR Newswire

Prime Mantle Corporation PLC, acquired CapMar Financial

synopsis: Prime Mantle Corporation PLC ("PMC") has acquired CapMar Financial. CapMar Financial focuses exclusively in the institutional space with “prime of prime” and White Label offerings. CapMar Financial was originally launched as Capital Market Services in 1999 and became an industry leading brokerage firm in the retail over-the-counter Forex market.
buyer: Prime Mantle Corporation PLC
Prime Mantle is an Irish holding company whose companies include FXPRIMUS. FXPRIMUS offers trading in over 150 instruments including Spot FX, Metals, Commodities, & Global Equity CFD's. FXPRIMUS is the first retail Forex brokerage to offer a Trust account option regardless of account size. "
target: CapMar Financial
CapMar Financial focuses exclusively in the institutional space with “prime of prime” and White Label offerings. CapMar Financial was originally launched as Capital Market Services in 1999 and became an industry leading brokerage firm in the retail over-the-counter Forex market.
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closed 10/10/2013 via Market Wire

Investment Metrics, LLC, acquired InterSec Research

synopsis: Investment Metrics, LLC a leading provider of investment performance analytics and reporting solutions for institutional investors and advisors, announced that it has acquired InterSec Research, the industry's leading provider of business intelligence services to institutional asset management firms.
buyer: Investment Metrics, LLC
Investment Metrics, LLC is an independent firm focused solely on creating solutions for investment professionals that streamline the process of performance measurement, investment analytics, manager research and reporting. "
target: InterSec Research
InterSec Research is the industry's leading provider of business intelligence services to institutional asset management firms. InterSec Research transforms independent market insight into business intelligence for institutional asset managers, asset owners, investment consultants and advisors.
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closed 11/3/2009 via BusinessWire

RiskMetrics Group, Inc., acquired KLD Research & Analytics, Inc.

synopsis: RiskMetrics Group a leading provider of risk management and corporate governance services to the global financial community, announced that it has acquired KLD Research & Analytics, Inc. Headquartered in Boston, KLD is a leader in environmental, social and governance (ESG) research and indexes for institutional investors.
buyer: RiskMetrics Group, Inc.
RiskMetrics provides expertise to the financial community through a broad range of research, analytics, data and other products and services. Formerly a division of JP Morgan, RiskMetrics Group became an independent company in 1998. "
target: KLD Research & Analytics, Inc.
KLD Research & Analytics, Inc. is the leading authority on social research and indexes for institutional investors. Since 1988, institutional investors, managers, trustees, consultants and advisors have depended on the quality and expertise of KLD.
price ($mm)
$9.88
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announced 2/19/2009 via BusinessWire

RiskMetrics Group, Inc., will acquire Innovest Strategic Value Advisors

synopsis: RiskMetrics Group, Inc., a leading provider of risk and corporate governance services to participants in the global financial markets, announced that it has agreed to acquire Innovest Strategic Value Advisors. Headquartered in New York, Innovest is a leading provider of sustainability research for the institutional investment community.
buyer: RiskMetrics Group, Inc.
RiskMetrics provides expertise to the financial community through a broad range of research, analytics, data and other products and services. Formerly a division of JP Morgan, RiskMetrics Group became an independent company in 1998. "
target: Innovest Strategic Value Advisors
Innovest Strategic Value Advisors, Inc. integrates and finances by identifying non-traditional sources of risk and value potential for investors. It offers company profiles, sector reports, I-ratings, carbon value at risk portfolio audits, carbon finance practices, and asset management sub-advisory.
price ($mm)
$15
rev ($mm)
$7
EBITDA ($mm)
EV / rev
2.1x
EV / EBITDA
closed 2/15/2007 via

INVESTools, Inc. merged with thinkorswim Group, Inc.,

synopsis: INVESTools Inc., the market leader in fulfilling the lifelong education needs of self-directed investors, and thinkorswim Group Inc., a leading online brokerage platform serving the execution needs of self-directed investors, have signed a definitive agreement to merge the two companies in a transaction valued at approximately $340 million.
buyer: thinkorswim Group, Inc. (:$0.00)
thinkorswim is a leading online brokerage company specializing in options that also offers customers a broad range of products including equities, futures, mutual funds, and bonds. "
target: INVESTools, Inc.
INVESTools Inc. is a global leader in investor education. The Company offers a full range of investor education products and services that provide lifelong learning in a variety of delivery formats.
price ($mm)
$340
rev ($mm)
$45
EBITDA ($mm)
EV / rev
7.5x
EV / EBITDA
closed 6/11/2009 via BusinessWire

TD Ameritrade Holding Corporation, acquired thinkorswim, Inc.

synopsis: TD Ameritrade Holding Corporation announced that it has completed the acquisition of thinkorswim Group Inc. This combination enhances TD AMERITRADE’s industry leadership position, solidifying its #1 market share in trades per day and making the firm the new industry leader in the number of options trades placed each day.
buyer: TD Ameritrade Holding Corporation (AMTD:$5,872.00)
TD AMERITRADE Holding Corporation, through its brokerage subsidiaries, provides a dynamic balance of investment products and services that make it the investment firm of choice for millions of retail investor and independent registered investment advisor (RIA) clients. "
target: thinkorswim, Inc.
thinkorswim is a leading online brokerage company specializing in options that also offers customers a broad range of products including equities, futures, mutual funds, and bonds.
price ($mm)[EV]
$581 [$593]
rev ($mm)
$372
EBITDA ($mm)
$104
EV / rev
1.6x
EV / EBITDA
5.7x
closed 11/1/2019 via BusinessWire

Morgan Group Holding Co., acquired G.research, LLC

synopsis: Morgan Group Holding Co. announced the completion of its acquisition of G.research, LLC, a wholly owned subsidiary of Associated Capital Group. G.Research is an institutional research and brokerage firm. They publish on approximately 250 companies globally with an emphasis on small & mid-cap ideas.
buyer: Morgan Group Holding Co. (OTCPK:MGHL:$0.00)
Morgan Group Holding Company is a publicly traded fully reporting holding company with no operating businesses. They are actively pursuing business opportunities primarily in, but not limited to, the US manufacturing sector with EBITDA of $5-$20 million. "
target parent: Associated Capital Group
target: G.research, LLC
G.Research is an institutional research and brokerage firm. They publish on approximately 250 companies globally with an emphasis on small & mid-cap ideas.
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closed 5/13/2019 via BusinessWire

Liquidnet, Inc., acquired RSRCHXchange

synopsis: Liquidnet announced that it has acquired RSRCHXchange, a leading marketplace and aggregator for institutional research. RSRCHXchange’s research marketplace and distribution network digitizes massive amounts of content and provides a centralized, cloud-based hub that allows providers to deliver research, and asset managers to efficiently source it.
buyer: Liquidnet, Inc.
Liquidnet is a technology-driven, global institutional investment network. Liquidnet's network spans 46 markets across six continents and connects institutional brokers, investment banks, exchanges, alternative trading venues, and data and research providers. "
target: RSRCHXchange
RSRCHXchange is the award-winning marketplace and aggregator for institutional research. The RSRCHX platform enables asset management firms to read, purchase and monitor research and analyst interactions from banks, brokers & boutique providers in a more efficient and transparent way.
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announced 12/15/2014 via PR Newswire

Trading Central SA, will acquire Recognia

synopsis: Trading Central, a global leader in technical analysis research, announced it has entered into a definitive agreement to acquire Recognia Inc., a global leader in automated quantitative analysis and engagement solutions. The transaction enables Recognia and Trading Central to create a global leader in technical and quantitative analysis solutions.
buyer: Trading Central SA
Trading Central is a leading investment research provider to financial market professionals. Their technical strategies cover equity, index, fixed-income, forex and commodities markets. "
target: Recognia
Recognia is a global leader in automated quantitative analysis and engagement solutions for retail online brokers and institutions and their 20+ million investors and traders. Recognia’s product suite increases user engagement by offering dynamic and action-oriented trading ideas.
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closed 8/4/2011 via Market Wire

Sabrient Systems, LLC, purchased Qualitative Research Unit from Gradient Analytics

synopsis: Sabrient Systems announces the acquisition of selected assets of Gradient Analytics, including the use of the brand "Gradient Analytics." The business unit acquired by Sabrient will deliver analyst-driven research and services via Earnings Quality Analytics, Equity Incentive Analytics, Gradient International and Gradient Consulting.
buyer: Sabrient Systems, LLC
Sabrient Systems, LLC is an independent equity research firm that specializes in custom strategies using quantitative modeling to rank stocks for Alpha generation, risk measurement and creation of unique indexes tracked by exchange-traded funds (ETFs). "
seller: Gradient Analytics
Gradient Analytics, Inc. is an independent research firm providing analyst-written research work on Global Equities (Earnings Quality Analytics, Equity Incentive Analytics and Gradient International) and Consulting services for institutional clients.
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closed 9/21/2010 via PR Newswire

Capital IQ, acquired TheMarkets.com

synopsis: Capital IQ, a leading provider of data and analytics for global financial professionals, has acquired the research and estimates business of TheMarkets.com. TheMarkets.com is a premier provider of third party equity and fixed income research, earnings models, and estimates to more than 2,400 institutional investment management firms worldwide.
buyer parent: The McGraw-Hill Companies, Inc.
buyer: Capital IQ
Capital IQ, a Standard & Poor's business, delivers comprehensive fundamental and quantitative research and analysis solutions to over 4,200 investment management firms, investment banks, private equity funds, advisory firms, corporations, and universities worldwide. "
target: TheMarkets.com
TheMarkets.com is the proven standard for investment research and workflow technologies to institutional investment firms worldwide. TheMarkets.com enables investors to streamline access to diverse providers of investment research through efficient workflow technologies.
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announced 5/28/2020 via Forbes

Coinbase, will acquire Tagomi Trading LLC

synopsis: Coinbase, the largest cryptocurrency company in the U.S., is acquiring Tagomi, a digital asset trading firm. Tagomi caters to deep-pocketed crypto traders who make transactions between $250,000 and $2 million. Tagomi links to a dozen of the largest exchanges, aiming to route investors’ orders to the venues offering the best prices.
buyer: Coinbase
Coinbase is a digital currency wallet and platform where merchants and consumers can transact with new digital currencies like bitcoin, ethereum, and litecoin. It allows its users to create their own bitcoin wallets and start buying or selling bitcoins by connecting with their bank accounts. "
target: Tagomi Trading LLC
Tagomi is an electronic brokerage for digital assets, combining institutional-grade services with a robust infrastructure. The company provides access to best-priced liquidity, low commissions, and maximized client returns, helping usher in transparency in otherwise opaque markets.
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announced 10/31/2017 via Company Press Release

Baird, will acquire Strategas Research Partners

synopsis: Baird signed a definitive agreement to acquire Strategas, an independent private partnership focused on macro research. Based in New York, Strategas provides comprehensive macro sector insights including research in the areas of Investment Strategy, Economics, Government Policy, Quantitative, Technical Analysis, Fixed Income and Industry Surveys.
buyer: Baird
Baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the US, Europe and Asia. Established in 1919, Baird has more than 3,400 associates serving the needs of individual, corporate, institutional and municipal clients. "
target: Strategas Research Partners
Strategas is a global institutional brokerage and advisory firm that provides macro research, capital market and corporate advisory services, and financial products to institutional investors and corporate executives in more than twenty countries around the world.
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closed 1/5/2017 via PR Newswire

Strategas Research Partners, acquired Encima Global

synopsis: Strategas Research, an institutional brokerage firm, announced the acquisition of Encima Global, a macroeconomic research provider. Encima brings Strategas Research new econometric models and new corporate & institutional investment relationships. With this acquisition, Strategas continues to expand its services and to build its value proposition.
buyer: Strategas Research Partners
Established in 2006, Strategas Research Partners is a leading institutional brokerage firm focused on providing macro research, advisory and capital markets services to institutional debt and equity investors and corporate executives around the world. "
target: Encima Global
Encima Global provides independent economic and market research to institutional investors. Encima Global produces in-depth market research and analysis on complex global economic and policy issues. The company was founded in 2008 and is headquartered in New York City.
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closed 6/4/2013 via PR Newswire

Strategas Research Partners, acquired Voyager Institutional Services, LLC

synopsis: Strategas Research Partners, LLC announced the acquisition of Voyager Institutional Services, LLC, a Columbus, Ohio-based provider of investor relations and non-deal roadshow services for US-traded public companies. Voyager brings Strategas Research clients, institutional investors, a new channel to corporate managements.
buyer: Strategas Research Partners
Strategas Research Partners was established to provide timely and insightful Investment & Sector Strategy, Economics, Policy Research, and Technical Analysis to the institutional investment community. "
target: Voyager Institutional Services, LLC
Voyager Institutional Services specializes in investor relations and non-deal roadshow services for companies seeking relationships with the heartland's trove of institutional investors. companies have turned to Voyager for unrivaled access to a cache of institutional investors in America.
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announced 10/31/2017 via Company Press Release

Baird, will acquire Strategas Research Partners

synopsis: Baird signed a definitive agreement to acquire Strategas, an independent private partnership focused on macro research. Based in New York, Strategas provides comprehensive macro sector insights including research in the areas of Investment Strategy, Economics, Government Policy, Quantitative, Technical Analysis, Fixed Income and Industry Surveys.
buyer: Baird
Baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the US, Europe and Asia. Established in 1919, Baird has more than 3,400 associates serving the needs of individual, corporate, institutional and municipal clients. "
target: Strategas Research Partners
Strategas is a global institutional brokerage and advisory firm that provides macro research, capital market and corporate advisory services, and financial products to institutional investors and corporate executives in more than twenty countries around the world.
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closed 4/12/2017 via BusinessWire

HY Connect, acquired Merge Design & Interactive

synopsis: HY Connect (HYC) is acquiring Merge Design + Interactive. Merge was founded as a digital organization that combines high-end UX and design expertise with a robust, platform-agnostic technical development skill set. Merge has created websites, mobile apps, digital marketing campaigns and social programs for clients large and small.
buyer parent: Baird
buyer: HY Connect
HY Connect is one of the leading, full-service unified marketing and advertising agencies in the United States. The HY Connect business model is rooted in understanding and effectively providing smart, metric-driven solutions to the unique challenges facing today’s modern marketer. "
target: Merge Design & Interactive
Merge Design + Interactive is an innovative design and technology firm with decades of experience in client communications, conveyed through creative print and interactive web development.
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closed 9/15/2016 via PR Newswire

Baird Capital Partners, acquired R2integrated

synopsis: R2integrated, an independently operated elite digital marketing agency, announced that Baird Capital has made a significant investment for a majority interest in the company. R2i is a full-service agency with practice groups focused on integrating marketing cloud technology with brand expression and demand generation.
buyer parent: Baird
buyer: Baird Capital Partners
Baird Capital makes venture capital, growth equity and private equity investments in strategically targeted sectors globally. Since 1989, they've raised and managed more than $3.1 billion and invested in nearly 300 portfolio companies. "
target: R2integrated
R2i is a national full-service agency with offices in Silicon Valley, Seattle, New York, St. Louis, and Baltimore. With diverse expertise and a hands-on approach, R2i guides companies through a complex marketing landscape and builds integrated solutions that accelerate success.
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closed 6/23/2015 via BusinessWire

Myelin Communications, acquired HY Connect

synopsis: Myelin Communications, a growing network of communications firms linked by experience in the healthcare and financial services sectors, announced the acquisition of HY Connect, an advertising agency in Chicago. HY Connect (HYC) is one of America’s fastest growing advertising agencies, with a full suite of integrated services.
buyer parent: Baird
buyer: Myelin Communications
Myelin Communications is a unique network of companies specializing in health and financial services. For a growing portfolio of payer, provider, medical, financial and wealth management organizations, Myelin creates connections that can make message platforms even more powerful. "
target: HY Connect
HY Connect (HYC) is one of America’s fastest growing advertising agencies, with a full suite of integrated services from offices in Chicago and Milwaukee. HYC is a creative communications agency specializing in developing integrated solutions.
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closed 6/23/2015 via BusinessWire

Myelin Communications, acquired Dodge Communications, Inc.

synopsis: Myelin Communications, a growing network of communications firms linked by experience in the healthcare and financial services sectors, announced the acquisition of Dodge Communications, a public relations and integrated communications firm in Atlanta.
buyer parent: Baird
buyer: Myelin Communications
Myelin Communications is a unique network of companies specializing in health and financial services. For a growing portfolio of payer, provider, medical, financial and wealth management organizations, Myelin creates connections that can make message platforms even more powerful. "
target: Dodge Communications, Inc.
Dodge Communications is an integrated PR, marketing and digital agency that accelerates the growth of innovative healthcare companies through strengthened brand awareness, enhanced thought leadership and increased demand.
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closed 8/26/2014 via BusinessWire

MEDNAX, Inc., acquired MedData, Inc.

synopsis: MEDNAX, Inc. announced the acquisition of MedData, Inc., a provider of revenue cycle management services, including professional and facility coding, billing and collections, as well as an industry leading early out/patient pay solution, to emergency department, and other physician specialty groups.
buyer: MEDNAX, Inc. (MD:$3,649.00)
MEDNAX, Inc. is a national medical group that comprises the nation’s leading providers of neonatal, anesthesia, maternal-fetal and pediatric medical and surgical subspecialty services. The company enhances patient outcomes and provide high-quality, cost-effective care. "
target parent: Baird
target: MedData, Inc.
MedData, Inc. is one of the nation’s leading providers of a range of patient-focused medical revenue cycle management services including billing, coding, collections, and patient satisfaction. The company provides innovative billing solutions to the medical community.
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closed 1/11/2012 via BusinessWire

MedData, Inc., acquired MedDirect

synopsis: MedData, Inc., a leading provider of medical billing services, announced the acquisition of MedDirect, Inc., a Grand Rapids, Mich.-based patient services company, which provides revenue cycle management services and advanced personalized patient communications to healthcare organizations.
buyer parent: Robert W. Baird & Co. Incorporated.
buyer: MedData, Inc.
MedData is one of the nation’s leading providers of a range of medical billing services including, among others, billing, coding, collections and revenue cycle management. Annually, the company handles billing for 7.1 million patient encounters across various medical specialties. "
target: MedDirect
MedDirect is a patient-centric healthcare service company focused exclusively on delivering comprehensive, best-of-breed revenue cycle services and patient communications to leading physician organizations and hospital systems.
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closed 10/14/2011 via BusinessWire

MedData, Inc., acquired Data Management, Inc.

synopsis: MedData, Inc., a provider of medical billing services, announced the acquisition of Data Management, Inc. (DMI), a provider of physician billing services to pathologists and emergency departments. The acquisition adds pathology billing to MedData’s current billing specialties which include emergency medicine, hospitalists and wound care.
buyer parent: Robert W. Baird & Co. Incorporated.
buyer: MedData, Inc.
MedData is one of the nation’s leading providers of a range of medical billing services including, among others, billing, coding, collections and revenue cycle management. Annually, the company handles billing for 5.5 million patient encounters across various medical specialties. "
target: Data Management, Inc.
Data Management, Inc. (DMI) is a leading provider of physician billing services to pathologists and emergency departments. DMI helps guide medical practices through the complexities of reimbursement and ever-changing compliance regulations.
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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.
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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.
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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 6/5/2018 via PR Newswire

Javier Marín Romano, Warburg Pincus, will acquire Self Bank

synopsis: Warburg Pincus, a leading global private equity firm, and Javier Marín Romano, a Spanish banking veteran with 25 years of experience in the sector, have partnered to acquire Self Bank from Société Générale's Boursorama subsidiary. Self Bank is a leading online wealth management provider with a broad suite of banking and wealth management products.
buyer: Warburg Pincus
buyer: Javier Marín Romano
Warburg Pincus LLC is a leading global private equity firm focused on growth investing. The firm has more than $44 billion in private equity assets under management. The firm's active portfolio of more than 160 companies is highly diversified by stage, sector and geography. "
target parent: Société Générale
target: Self Bank
Self Bank is a leading online wealth management provider with a broad suite of banking and wealth management products including savings accounts, payroll accounts, equity and over 2,000 investment funds. They are based in Madrid, Spain.
price ($mm)
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 3/4/2019 via Company Press Release

Axos Financial, Inc, acquired WiseBanyan

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

BinckBank, acquired Pritle

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

Northwestern Mutual, will acquire LearnVest

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

ING DIRECT USA, acquired ShareBuilder Corporation

synopsis: ING DIRECT USA, the nation’s largest direct bank has completed its acquisition of ShareBuilder Corporation, a privately-held Seattle-based online financial services company. The acquisition will add cost-effective, simple investment options to ING DIRECT’s consumer product offerings.
buyer parent: ING Group NV
buyer: ING DIRECT USA
ING DIRECT, the nation’s largest direct bank and fourth-largest thrift, is dedicated to inspiring Americans to become a nation of savers. Since its inception in 2000, more than 6 million Americans have entrusted their savings with ING DIRECT, building the bank to $77 billion in assets. "
target: ShareBuilder Corporation
ShareBuilder Securities Corporation is an online brokerage designed for long-term investing. The company's vision is to increase the personal savings rate of the average American by helping people build and manage wealth over the long term.
price ($mm)
$220
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 3/14/2016 via BusinessWire

Goldman Sachs & Co., will acquire Honest Dollar

synopsis: The Investment Management Division of Goldman Sachs has agreed to acquire Honest Dollar. The company is a web and mobile-based retirement savings platform, as part of an effort to serve the approximately 45 million Americans who do not have access to employer-sponsored retirement plans.
buyer: Goldman Sachs & Co. (GS:$37,162.00)
The Goldman Sachs Group Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals."
target: Honest Dollar
Honest Dollar develops retirement products for underserved audiences that work for everyone: employee, employer and the economy. Honest Dollar’s mission is to remove potential barriers that keep these underserved audiences from establishing and maintaining retirement accounts.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/14/2006 via Company Press Release

BISYS Group, Inc., acquired TIME Financial Services, Inc.

synopsis: BISYS, a leading provider of outsourcing solutions for the financial services sector, today announced its acquisition of TIME Financial Services, Inc., a Woodland Hills, CA - based independent, privately-held planning and insurance consulting organization dedicated to servicing national financial advisory firms.
buyer parent: Citi
buyer: BISYS Group, Inc. (BSG:$0.00)
The BISYS Group, Inc. provides global solutions that enable investment firms, insurance companies and agents to more efficiently serve their customers, grow their businesses, and respond to evolving regulatory requirements. "
target: TIME Financial Services, Inc.
TIME Financial Services is the planning and insurance consultant to financial advisor firms throughout the entire United States. TIME brings expertise in estate planning, business planning, charitable planning, and life insurance to the clients of financial advisors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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Geography
Matching Companies
Ticker: STT
 
 
 
 
 
 
 
 
State Street Corporation
State Street Corporation
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.
year
2018
rev ($mm)
$11,734.00
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$2,450.00
Employees
38113
  • drill down
  • watch
Ticker: MSCI
 
 
 
 
 
 
 
 
MSCI Inc.
MSCI Inc.
MSCI is an independent provider of research-driven insights and tools for institutional investors. They have deep expertise in the areas of risk and performance measurement that is based on more than 40 years of academic research, real-world experience and collaboration with their clients.
year
2019
rev ($mm)
$1,476.56
EBITDA ($mm)
$767.41
EBIT ($mm)
$709.17
Net Income ($mm)
$579.85
Employees
3266
  • drill down
  • watch
Ticker: LTS
 
 
 
 
 
 
 
 
Ladenburg Thalmann Financial Services Inc.
Ladenburg Thalmann Financial Services is engaged in investment banking, equity research, institutional sales and trading, independent brokerage and advisory services and asset management services through its principal subsidiaries, Ladenburg Thalmann & Co., Investacorp and Triad Advisors, Inc.
year
2009
rev ($mm)
$150.68
EBITDA ($mm)
($9.89)
EBIT ($mm)
($13.63)
Net Income ($mm)
Employees
62
  • drill down
  • watch
Ticker: DB:FLA
 
 
 
 
 
 
 
 
Flatex
Flatex is a leading online brokerage business in Europe. Flatex provides an affordable and mobile online broker-platform with expert service and advice. Flatex offers trading in all common securities such as shares, funds and ETFs in exchange and over-the-counter trading.
year
2019
rev ($mm)
$132.15
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$22.59
Employees
524
  • drill down
  • watch
Ticker: AMTD
 
 
 
 
 
 
 
 
TD Ameritrade Holding Corporation
TD Ameritrade Holding Corporation
TD Ameritrade is a broker that offers an electronic trading platform for the trade of financial assets including common stocks, preferred stocks, futures contracts, exchange-traded funds, options, cryptocurrency, mutual funds, and fixed income investments.
year
2019
rev ($mm)
$5,872.00
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$2,208.00
Employees
9226
  • drill down
  • watch
Ticker: MF
 
 
 
 
 
 
 
 
MF Global Holdings Ltd
MF Global Holdings Ltd
MF Global is one of the world’s leading brokers of commodities and listed derivatives. The firm delivers trading and hedging solutions as a broker-dealer across all major markets for futures and options, commodities, fixed income, equities and foreign exchange.
year
2011
rev ($mm)
$2,233.57
EBITDA ($mm)
$69.91
EBIT ($mm)
$25.47
Net Income ($mm)
Employees
2847
  • drill down
  • watch
Ticker: MORN
 
 
 
 
 
 
 
 
Morningstar, Inc.
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.
year
2020
rev ($mm)
$1,244.10
EBITDA ($mm)
$251.90
EBIT ($mm)
$184.60
Net Income ($mm)
$142.70
Employees
6896
  • drill down
  • watch
Ticker: IBKR
 
 
 
 
 
 
 
 
Interactive Brokers Group
Interactive Brokers Group
Interactive Brokers Group, together with its subsidiaries, is an automated global electronic broker that specializes in catering to financial professionals by offering state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and more.
year
2015
rev ($mm)
$1,045.51
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$12.53
Employees
960
  • drill down
  • watch
Ticker: MISX:OFCB
 
 
 
 
 
 
 
 
Otkritie Financial Corporation Ltd.
Otkritie Financial Corporation Ltd.
OTKRITIE Financial Corporation Ltd. is one of Russia’s leading banking groups which offers its clients and partners the full array of investment banking, commercial banking, brokerage and investment management services.
year
2017
rev ($mm)
$855.02
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$33.30
Employees
15135
  • drill down
  • watch
Ticker: BSE:512165
 
 
 
 
 
 
 
 
ABans Enterprises
ABans Enterprises
ABans Enterprises is an Indian company engaged in the business of trading, processing, broking and consulting in all kind of commodities. ABans is in the business of trading in agriculture commodities, precious metals, shares, currencies, and derivatives of all kind in electronic exchanges.
year
2019
rev ($mm)
$216.80
EBITDA ($mm)
$2.15
EBIT ($mm)
$2.06
Net Income ($mm)
$2.08
Employees
5
  • drill down
  • watch
Ticker: BGCP
 
 
 
 
 
 
 
 
BGC Partners L.P.
BGC Partners L.P.
BGC Partners is a leading global brokerage company servicing the financial and real estate markets. Financial Services offerings include fixed income securities, interest rate swaps, foreign exchange, equities, equity derivatives, credit derivatives, commodities, futures, and structured products.
year
2016
rev ($mm)
$2,554.99
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$102.48
Employees
7841
  • drill down
  • watch
Ticker: LSE:MNG
 
 
 
 
 
 
 
 
M&G plc
M&G plc
M&G is an international savings and investment business. M&G serves customers through two brands: M&G Investments - an asset manager; and Prudential which manages long-term savings, investments and retirement solutions. M&G manages investments for both individuals and large institutional investors.
year
2019
rev ($mm)
$41,560.33
EBITDA ($mm)
$5,143.02
EBIT ($mm)
$5,027.70
Net Income ($mm)
$1,403.90
Employees
6000
  • drill down
  • watch
Ticker: LM
 
 
 
 
 
 
 
 
Legg Mason, Inc.
Legg Mason, Inc.
Legg Mason is a global asset management firm that provides active asset management in many major investment centers throughout the world.
year
2016
rev ($mm)
$2,660.84
EBITDA ($mm)
$492.47
EBIT ($mm)
$436.32
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: SWX:PGHN
 
 
 
 
 
 
 
 
Partners Group Holding AG
Partners Group Holding AG
Partners Group is a global private markets investment manager, serving over 900 institutional investors worldwide. They have USD 66 billion in assets under management and more than 950 professionals across 19 offices worldwide.
year
2016
rev ($mm)
$1,024.21
EBITDA ($mm)
$626.28
EBIT ($mm)
$620.16
Net Income ($mm)
$587.63
Employees
  • drill down
  • watch
Ticker: FACT
 
 
 
 
 
 
 
 
First Albany Companies, Inc.
Founded in 1953, First Albany remains one of the few institutionally-focused and independent investment banks in the United States. The businesses of First Albany Companies share an entrepreneurial, boutique culture in which client satisfaction and personal and firm-wide accountability are our guide
year
2008
rev ($mm)
$18.26
EBITDA ($mm)
($159.17)
EBIT ($mm)
($179.35)
Net Income ($mm)
Employees
189
  • drill down
  • watch
Ticker: SLF
 
 
 
 
 
 
 
 
Sun Life Financial Inc.
Sun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate clients.
year
2009
rev ($mm)
$26,356.07
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$2,305.63
Employees
14260
  • drill down
  • watch
Ticker: PFG
 
 
 
 
 
 
 
 
Principal Financial Group
Principal helps people and companies build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. They offer innovative ideas, investment expertise and real-life solutions to make financial progress possible.
year
2018
rev ($mm)
$13,927.40
EBITDA ($mm)
$2,654.00
EBIT ($mm)
$2,455.80
Net Income ($mm)
$2,358.60
Employees
15378
  • drill down
  • watch
Ticker: BKHPF
 
 
 
 
 
 
 
 
Bank Hapoalim B.M.
Bank Hapoalim B.M.
Bank Hapoalim is Israel’s largest bank. Bank Hapoalim offers a wide range of banking services to consumers, SMEs and corporations across Israel. The bank offers banking and payments products, capital market and foreign trade facilities and a full gamut of financial planning advisory services.
year
2005
rev ($mm)
$2,654.00
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$632.80
Employees
13010
  • drill down
  • watch
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
rev ($mm)
$2,530.41
EBITDA ($mm)
$141.89
EBIT ($mm)
$80.55
Net Income ($mm)
Employees
0
  • drill down
  • watch
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
  • drill down
  • watch
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
2020
rev ($mm)
$1,913.85
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$501.89
Employees
0
  • drill down
  • watch
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)
$1,614.20
EBITDA ($mm)
$48.60
EBIT ($mm)
($14.20)
Net Income ($mm)
Employees
0
  • drill down
  • watch
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
  • drill down
  • watch
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: 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
2020
rev ($mm)
$1,307.71
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$199.44
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
2019
rev ($mm)
$1,081.00
EBITDA ($mm)
$857.00
EBIT ($mm)
$822.00
Net Income ($mm)
$4,277.00
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
2019
rev ($mm)
$670.81
EBITDA ($mm)
$215.55
EBIT ($mm)
$199.55
Net Income ($mm)
$178.52
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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