Like Derivative Solutions, Inc.

closed 8/2/2005 via BusinessWire

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

synopsis: FactSet Research Systems Inc., a major supplier of computer-based financial and economic data to the investment community, today announced that it has acquired all of the outstanding capital stock of Derivative Solutions Inc. FactSet paid consideration of $42.5 million in cash and 305,748 shares of FactSet common stock.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet provides more than 100 databases of online financial information from more than 30 sources, including EDGAR SEC filings, Compustat, Interactive Data, and First Call. Subscribers can manipulate and analyze data ranging from federal securities filings to historical financial statistics. "
target: Derivative Solutions, Inc.
Derivative Solutions is a leading provider of analytical software to financial institutions. Our products provide all the tools necessary for the proper valuation and risk management of all fixed income securities including CMOs, ABS, CMBS, CDOs, MBS, Treasuries, Agencies, Corporates, and Derivativ
price ($mm)[EV]
$54 [$51]
rev ($mm)
$11
EBITDA ($mm)
$4
EV / rev
4.7x
EV / EBITDA
14.6x
announced 3/16/2006 via BusinessWire

IBM, will acquire Language Analysis Systems, Inc.

synopsis: IBM today announced it has signed an agreement to acquire Language Analysis Systems, Inc. (LAS), a privately-held company based in Herndon, Virginia, that develops multicultural name recognition technology.
buyer: IBM (IBM:$76,536.00)
IBM is the world's largest information technology company. Drawing on resources from across IBM and key IBM Business Partners, IBM offers a wide range of services, solutions and technologies that enable customers, large and small, to take full advantage of the new era of on demand business. "
target: Language Analysis Systems, Inc.
LAS technology verifies the origin, cultural variations and meaning of names by comparing and analyzing factors commonly associated with nearly one billion names from around the world, including nicknames, titles, format changes and typographical errors.
price ($mm)
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closed 5/2/2005 via PR Newswire

ChoicePoint, Inc., acquired Magnify, Inc.

synopsis: ChoicePoint announced its acquisition of Magnify, Inc., a provider of fraud detection and analytics solutions to the insurance and financial services industries.
buyer: ChoicePoint, Inc. (CPS:$0.00)
ChoicePoint helps businesses, government agencies and nonprofit organizations make better decisions through information and technology solutions. "
target: Magnify, Inc.
Magnify provides advanced analytic and decisioning software and solutions that allow clients to efficiently identify which customers or transactions to focus on, and what actions to take to maximize financial return. The company's tailored solutions optimize critical applications such as fraud detec
price ($mm)
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closed 9/15/2017 via Company Press Release

Deloitte LLP, acquired SCDM

synopsis: Deloitte, a company that provides industry-leading audit, consulting, tax and advisory services, has acquired SCDM, a company that develops and delivers risk monitoring and analytics solutions for structured credit investors in Germany and internationally.
buyer: Deloitte LLP
Deloitte provides industry-leading audit, consulting, tax and advisory services to many of the world's most admired brands, including 80 percent of the Fortune 500 and more than 6,000 private and middle market companies. "
target: SCDM
SCDM develops and delivers risk monitoring and analytics solutions for structured credit investors in Germany and internationally. SCDM was founded in 2003 and is based in Frankfurt am Main, Germany.
price ($mm)
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closed 2/15/2017 via BusinessWire

Moody's Analytics, Inc., purchased Structured Finance Data and Analytics Business from SCDM

synopsis: Moody’s Corporation announced that it has acquired the structured finance data and analytics business of SCDM, a provider of analytical tools for participants in securitization markets. SCDM provides risk management services for banks and insurance companies investing in credit. SCDM, based in Frankfurt, serves a primarily European client base.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
seller: SCDM
SCDM provides risk management services for banks and insurance companies investing in credit. Their business intelligence solution - ABSGate - is paired with the cash flow simulation engine - Cascade - one of the most advanced analytical platforms for structured credit investors.
price ($mm)
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closed 6/6/2013 via Reuters

Thomson Reuters, acquired Pricing Partners SAS

synopsis: Thomson Reuters, the world's leading source of intelligent information for businesses and professionals, announced that it has acquired Pricing Partners SAS, an international software developer and provider of OTC (over-the-counter) derivative pricing analytics and services for financial firms.
buyer: Thomson Reuters (TRI:$5,921.00)
Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. It combines industry expertise with innovative technology to deliver critical information to leading decision makers. "
target: Pricing Partners SAS
Pricing Partners provides a comprehensive set of service solutions to address the full range of customers' and partners' needs, accompanying them every step of the way and helping them take advantage of Price-it capabilities.
price ($mm)
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closed 2/9/2012 via AP - Associated Press

S&P Capital IQ, acquired R2 Financial Technologies

synopsis: S&P Capital IQ, which offers multi-asset class data, research and analytics to global markets and investors, announced it has acquired R2 Financial Technologies, a leading provider of advanced risk and scenario-based analytics to traders, portfolio and risk managers for pricing, hedging and capital management across asset classes.
buyer parent: The McGraw-Hill Companies, Inc.
buyer: S&P Capital IQ
S&P Capital IQ, a brand of the McGraw-Hill Companies, is a leading provider of multi-asset class data, research and analytics to institutional investors, investment advisors and wealth managers around the world. "
target: R2 Financial Technologies
R2 Financial Technologies provides advanced risk and scenario-based analytics to traders, portfolio and risk managers for pricing, hedging and capital management across asset classes.
price ($mm)
rev ($mm)
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closed 12/19/2011 via BusinessWire

Moody's Analytics, Inc., acquired Barrie & Hibbert Limited

synopsis: Moody’s Corporation announced that it has acquired Barrie & Hibbert Limited, a leading provider of risk management modeling tools for insurance companies worldwide. The acquisition broadens Moody’s Analytics suite of software solutions for the insurance and pension sectors.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
target: Barrie & Hibbert Limited
Barrie & Hibbert Limited is a leading provider of risk management modeling tools for insurance companies worldwide. Its Economic Scenario Generator is widely recognized as an industry standard for valuing and projecting assets and liabilities and assessing risk and capital positions.
price ($mm)
$78
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/6/2006 via BusinessWire

Peak Performance Solutions, acquired Envision Technology Solutions

synopsis: Peak Performance, a leading provider of insurance technology solutions for the property and casualty insurance industry, announces the acquisition of Envision Technology Solutions, of Salt Lake City, Utah.
buyer: Peak Performance Solutions
Peak Performance Solutions offers comprehensive, end-to-end insurance software and technology solutions in the areas of workers’ compensation claims processing, risk management claims administration, managed care tracking and backend policy administration. "
target: Envision Technology Solutions
Envision Technology Solutions provides a broad array of RMIS tools for professionals in the fields of risk management, claims administration, and safety. Our tools are in use by self-funded (self-insured) and/or self-administered organizations that are leaders in their industries.
price ($mm)
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closed 3/1/2016 via BusinessWire

Moody's Analytics, Inc., acquired Axis Actuarial System

synopsis: Moody’s Corporation announced that it has acquired GGY, a leading provider of advanced actuarial software for the global life insurance industry. GGY’s AXIS Actuarial System is widely used by leading global life insurers, reinsurers and consultants.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
target: Axis Actuarial System
GGY’s Axis Actuarial System is widely used by leading global life insurers, reinsurers and consultants for pricing, reserving, ALM (asset liability management), financial modeling, capital calculations and hedging.
price ($mm)
rev ($mm)
$28
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 7/22/2015 via Company Press Release

RPC Consulting, acquired Marriott Sinclair LLP

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

Towers Watson, acquired EMB

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

Algorithmics Incorporated, purchased VIPitech from Towers Watson

synopsis: Algorithmics, a Fimalac subsidiary, announced that it had acquired VIPitech from Towers Watson. VIPitech, a growing company set up in 2006, is a specialist provider of actuarial modelling software for insurance companies and the financial sector. The UK-based firm serves a client base spanning many European and Asian countries.
buyer parent: Fimalac SA
buyer: Algorithmics Incorporated
Algorithmics' innovative software, content and advisory services provide a consistent, enterprise-wide view of risk management to help financial institutions make better business decisions and increase shareholder value. "
seller: Towers Watson (TW:$3,644.95)
Towers Watson is a leading global professional services company that helps organizations improve performance through effective people, risk and financial management. Towers Watson offers solutions in the areas of employee benefits, talent management, rewards, and risk and capital management.
price ($mm)
rev ($mm)
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EV / EBITDA
announced 3/21/2017 via BusinessWire

Sterling Trading Tech, will purchase Livevol X Trading Platform from CBOE Livevol, LLC

synopsis: CBOE Holdings, Inc. announced it has agreed to sell Livevol X, a trade execution platform for U.S. equities and options, from CBOE Livevol, a subsidiary of CBOE Holdings, Inc. to Sterling Trading Tech. Sterling Trading Tech is a leading provider of technology solutions for the global equities, equity options and futures markets.
buyer: Sterling Trading Tech
Sterling Trading Tech is an industry-leading professional direct access trading platform and global trading network. They offer a full service order routing and management suite built to support the direct trading needs of professional traders, broker/dealers, and buy-side trading institutions. "
seller parent: CBOE Holdings, Inc.
seller: CBOE Livevol, LLC
Livevol X supports complex orders and algos, in addition to supporting advanced risk analysis for portfolios including what-if analysis. Top features include the ability to trade volatility skews directly from a skew chart, advanced order entry, 3D risk modeling, and volatility modeling features.
price ($mm)
rev ($mm)
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closed 7/3/2018 via GlobeNewswire

Altus Group Limited, acquired Taliance Group

synopsis: Altus Group Limited, a leading provider of commercial real estate services, software and data solutions to the global commercial real estate industry, has acquired Taliance Group. Taliance is a best-in-class and rapidly-growing provider of cloud-based alternative investment software used by some of the largest investment firms worldwide.
buyer: Altus Group Limited (TSX:AIF:$421.48)
Based in Canada, Altus Group is the leading provider of independent advisory services, software, and data solutions to the global commercial real estate industry. CRE professionals world-wide have trusted Altus Group to better manage risk, inform decision making, and drive investment performance. "
target: Taliance Group
Based in France, Taliance Group provides cloud-based collaborative business solutions to alternative investment firms globally allowing them to improve their modelling, forecasting and risk management processes in real time.
price ($mm)
$23
rev ($mm)
$5
EBITDA ($mm)
EV / rev
4.3x
EV / EBITDA
closed 1/25/2017 via Company Press Release

AIR Worldwide, acquired Arium Limited

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

AIR Worldwide, acquired Analyze Re, Inc.

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

Prima Solutions, acquired Tricast Group

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

Guidewire Software, Inc., will acquire Cyence

synopsis: Guidewire Software, Inc. and Cyence, Inc. announced that the companies have entered into a definitive agreement for Guidewire to acquire Cyence. Cyence is a software company that applies data science and risk analytics to enable P&C insurers to grow by underwriting “21st century risks” that have gone underinsured or uninsured.
buyer: Guidewire Software, Inc. (GWRE:$514.28)
Guidewire delivers the software that Property and Casualty insurers need to adapt and succeed in a time of rapid industry change. They combine three elements – core operations, data and analytics, and digital engagement – into a platform that enhances insurers’ ability to empower their customers. "
target: Cyence
Cyence empowers the insurance industry to understand the impact of emerging 21st century risks like cyber, business interruption, etc. Cyence’s unique data science combines data collection at scale, machine learning and economic/risk modeling to create an insurance risk modeling platform.
price ($mm)[EV]
$274 [$264]
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
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 8/2/2005 via BusinessWire

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

synopsis: FactSet Research Systems Inc., a major supplier of computer-based financial and economic data to the investment community, today announced that it has acquired all of the outstanding capital stock of Derivative Solutions Inc. FactSet paid consideration of $42.5 million in cash and 305,748 shares of FactSet common stock.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet provides more than 100 databases of online financial information from more than 30 sources, including EDGAR SEC filings, Compustat, Interactive Data, and First Call. Subscribers can manipulate and analyze data ranging from federal securities filings to historical financial statistics. "
target: Derivative Solutions, Inc.
Derivative Solutions is a leading provider of analytical software to financial institutions. Our products provide all the tools necessary for the proper valuation and risk management of all fixed income securities including CMOs, ABS, CMBS, CDOs, MBS, Treasuries, Agencies, Corporates, and Derivativ
price ($mm)[EV]
$54 [$51]
rev ($mm)
$11
EBITDA ($mm)
$4
EV / rev
4.7x
EV / EBITDA
14.6x
announced 10/20/2020 via GlobeNewswire

FactSet Research Systems Inc., will acquire Truvalue Labs, Inc.

synopsis: FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced that it has entered into a definitive agreement to acquire Truvalue Labs, Inc., a pioneer in AI-driven environmental, social, and governance (ESG) data.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet delivers superior analytics, service, content, and technology to help users see & seize opportunity sooner. They are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, & the industry-leading support of their dedicated specialists."
target: Truvalue Labs, Inc.
Truvalue Labs is the first company to apply artificial intelligence (AI) to uncover timely and material Environmental, Social, and Governance (ESG) information at scale. The company’s mission is to deliver increased transparency to investment professionals.
price ($mm)
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closed 3/20/2017 via GlobeNewswire

FactSet Research Systems Inc., acquired BISAM

synopsis: FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced that it has acquired BISAM Technologies S.A. from Aquiline Capital Partners. BISAM is a leading provider of portfolio performance and attribution, multi-asset risk, GIPS composites management and reporting.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet delivers the world's best insight and information to investment professionals through superior analytics, service, content, and technology. More than 66,000 users make smarter investment decisions with FactSet's desktop analytics, mobile applications, and comprehensive data feeds. "
target parent: Aquiline Capital Partners
target: BISAM
BISAM is the leading provider of sophisticated solutions for performance and attribution, GIPS composites management, multi-asset risk analysis, portfolio construction and reporting. Many of the world's largest buy-side firms use BISAM to evaluate and enhance their investment strategies.
price ($mm)
$205
rev ($mm)
$28
EBITDA ($mm)
EV / rev
7.3x
EV / EBITDA
closed 4/3/2017 via GlobeNewswire

FactSet Research Systems Inc., purchased Interactive Data Managed Solutions from Interactive Data Corporation

synopsis: FactSet, a provider of integrated financial information, analytical applications, & service, announced that it has completed its acquisition of the Interactive Data Managed Solutions business (IDMS) from Intercontinental Exchange. IDMS is a managed solutions and portal provider helping clients adapt to the wealth industry’s digital transformation.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet delivers superior analytics, service, content, and technology to help users see & seize opportunity sooner. They are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, & the industry-leading support of their dedicated specialists."
seller parent: Intercontinental Exchange, Inc.
seller: Interactive Data Corporation
Interactive Data Managed Solutions (IDMS) supports the wealth management marketplace across a variety of workflows and functions, from advisors to their clients. IDMS offers real-time market data desktops, customizable web-based portals, and a broad range of mobile solutions.
price ($mm)
rev ($mm)
$68
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
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:$1,494.11)
FactSet is a leading provider of financial data and analytic applications for investment management and investment banking professionals around the globe. FactSet offers instant access to financial data and analytics to thousands of analysts, portfolio managers, and investment bankers. "
target: Vermilion Software Ltd.
Vermilion Software is a leading international provider of client reporting software and services to investment managers in the global institutional asset management, retail and mutual fund, banking, pension, hedge fund, wealth management and insurance industries.
price ($mm)
$67
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/30/2016 via bobsguide.com

FactSet Research Systems Inc., acquired CYMBA Technologies Limited

synopsis: FactSet completed the acquisition of CYMBA Technologies, a fast-growing provider of high-performance multi-asset class investment management solutions. A U.K.-based company, CYMBA has a solid foundation of core order management system (OMS) functionality.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet is a leading provider of financial data and analytic applications for investment management and investment banking professionals around the globe. FactSet offers instant access to financial data and analytics to thousands of analysts, portfolio managers, and investment bankers. "
target: CYMBA Technologies Limited
CYMBA Technologies is a supplier of Trading, Order Management, Decision Support, Portfolio Management and Compliance (Pre and Post Trade) solutions for the Buy and Sell Side Investment Management community.
price ($mm)
$8.00
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/5/2016 via BusinessWire

Asset International, Inc., acquired Market Metrics, Inc.

synopsis: Asset International, the premier source for authentic business intelligence and actionable insight for the asset management community, announces the acquisition of Market Metrics from FactSet. Market Metrics is leading data and research firm for advisor-sold investments and insurance worldwide.
buyer parent: Genstar Capital LLC
buyer: Asset International, Inc.
Asset International (AI) provides critical data, business intelligence, and information services to the global investment management industry. AI delivers proprietary data and analytics, as well as marketing solutions that target global asset managers. "
target parent: FactSet Research Systems Inc.
target: Market Metrics, Inc.
Market Metrics is the leading market research firm in the United States focused on advisor-sold investments and insurance products. Market Metrics uses its vast, proprietary database of customer surveys to provide senior managers with the data they need to make strategic decisions.
price ($mm)
$165
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/16/2015 via GlobeNewswire

FactSet Research Systems Inc., acquired Portware LLC

synopsis: FactSet Research Systems Inc., a provider of integrated financial information and analytical applications to the global investment community, announced that following regulatory approval, it has completed its acquisition of all the issued and outstanding membership interests of Portware, LLC, a multi-asset execution management system.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet is a leading provider of financial information and analytics. More than 62,000 users stay ahead of global market trends, access extensive company and industry intelligence, and monitor performance with FactSet's desktop analytics, mobile applications, and comprehensive data feeds. "
target: Portware LLC
Portware LLC is the financial industry's leading developer of broker-neutral trading solutions for global equities, futures, options and FX. Portware Enterprise is a fully customizable trade management and execution system for single stock, portfolio, basket, automated and algorithmic trading.
price ($mm)
$265
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/9/2015 via GlobeNewswire

FactSet Research Systems Inc., acquired Code:Red, Inc.

synopsis: FactSet Research Systems, a provider of integrated global financial information and analytical applications announced it has acquired Code Red, Inc. Code Red provides research management technologies to the investment community, including endowments and foundations, institutional asset managers, sovereign wealth funds, pensions, and hedge funds.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet is a leading provider of financial information and analytics. More than 55,500 users stay ahead of global market trends, access extensive company and industry intelligence, and monitor performance with FactSet's desktop analytics, mobile applications, and comprehensive data feeds. "
target: Code:Red, Inc.
Code Red, a provider of investment research technology, enables firms to efficiently organize methods of research and contact management, data aggregation, due diligence, and compliance into an enterprise workspace that models a complete and repeatable investment process.
price ($mm)
rev ($mm)
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EV / EBITDA
closed 12/18/2013 via Company Press Release

Market Metrics, Inc., acquired Matrix Solutions

synopsis: Matrix Solutions has been acquired by the leading US Financial Research Organization, FactSet and will be partnering with Market Metrics. Matrix Solutions provides customer and business intelligence solutions primarily to financial services and fund management industries.
buyer parent: FactSet Research Systems Inc.
buyer: Market Metrics, Inc.
Market Metrics is the leading market research firm in the United States focused on advisor-sold investments and insurance products. Market Metrics uses its vast, proprietary database of customer surveys to provide senior managers with the data they need to make strategic decisions. "
target: Matrix Solutions
Matrix Solutions is an independent company that supplies accurate and clean databases together with a range of cost-effective data-related business intelligence solutions, predominantly to clients operating in the financial services sector.
price ($mm)
$19*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/5/2013 via GlobeNewswire

FactSet Research Systems Inc., acquired Revere Data, LLC.

synopsis: FactSet Research Systems Inc., a leading provider of integrated financial information and analytical applications to the global investment community, announced it has acquired Revere Data, LLC. Revere has built a dynamic industry taxonomy that offers investors a unique way to classify companies and analyze how they fit in the global economy.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet Research Systems Inc. combines integrated financial information, analytical applications, and client service to enhance the workflow and productivity of the global investment community. The company conducts operations along with its affiliates from more than twenty-six locations worldwide. "
target parent: Engmann Options, Inc.
target: Revere Data, LLC.
Revere Data, LLC, is the leading provider of industry classification and supply chain specialty data, analytics, and index solutions for the global financial services industry. Index owners and fund sponsors use Revere to create innovative investment products for customers.
price ($mm)
$15
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/2/2012 via GlobeNewswire

FactSet Research Systems Inc., acquired StreetAccount LLC

synopsis: FactSet Research Systems Inc., a leading provider of integrated financial information and analytical applications to the global investment community, has acquired StreetAccount LLC. Known for its timely and informative news summaries, StreetAccount provides investment professionals with an efficient method for managing news flow.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet Research Systems Inc. combines integrated financial information, analytical applications, and client service to enhance the workflow and productivity of the global investment community. The company conducts operations along with its affiliates from more than twenty-six locations worldwide. "
target: StreetAccount LLC
Founded in 2003, StreetAccount was created in order to provide distilled and crucial market moving information for buy-side and sell-side institutions. The founding partners have created a unique service that users consider to be a critical element of their daily workflow.
price ($mm)
$21
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/2/2010 via GlobeNewswire

FactSet Research Systems Inc., acquired Market Metrics, Inc.

synopsis: FactSet Research Systems Inc., a leading provider of integrated financial information and analytical applications to the global investment community, announced that it has acquired Market Metrics, Inc., a market research firm focused on advisor-sold investments and insurance products.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet combines integrated financial information, analytical applications, and client service to enhance the workflow and productivity of the global investment community. "
target: Market Metrics, Inc.
Market Metrics is the leading market research firm in the United States focused on advisor-sold investments and insurance products. Market Metrics uses its vast, proprietary database of customer surveys to provide senior managers with the data they need to make strategic decisions.
price ($mm)[EV]
$57 [$55]
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/27/2006 via BusinessWire

FactSet Research Systems Inc., acquired europrospectus.com

synopsis: FactSet Research Systems Inc., a major supplier of computer-based financial and economic data to the investment community, today announced that it has completed the acquisition of europrospectus.com limited.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet provides more than 100 databases of online financial information from more than 30 sources, including EDGAR SEC filings, Compustat, Interactive Data, and First Call. Subscribers can manipulate and analyze data ranging from federal securities filings to historical financial statistics. "
target: europrospectus.com
europrospectus.com was set up in 1997 to provide quick and precise access to hard-to-find prospectuses and clauses within them, via text, field and clause searches. The global service is now being used by investment banks, law firms and other professionals in the international capital markets.
price ($mm)
$13
rev ($mm)
$5
EBITDA ($mm)
EV / rev
2.5x
EV / EBITDA
closed 8/2/2005 via BusinessWire

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

synopsis: FactSet Research Systems Inc., a major supplier of computer-based financial and economic data to the investment community, today announced that it has acquired all of the outstanding capital stock of Derivative Solutions Inc. FactSet paid consideration of $42.5 million in cash and 305,748 shares of FactSet common stock.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet provides more than 100 databases of online financial information from more than 30 sources, including EDGAR SEC filings, Compustat, Interactive Data, and First Call. Subscribers can manipulate and analyze data ranging from federal securities filings to historical financial statistics. "
target: Derivative Solutions, Inc.
Derivative Solutions is a leading provider of analytical software to financial institutions. Our products provide all the tools necessary for the proper valuation and risk management of all fixed income securities including CMOs, ABS, CMBS, CDOs, MBS, Treasuries, Agencies, Corporates, and Derivativ
price ($mm)[EV]
$54 [$51]
rev ($mm)
$11
EBITDA ($mm)
$4
EV / rev
4.7x
EV / EBITDA
14.6x
closed 9/6/2005 via BusinessWire

FactSet Research Systems Inc., acquired Stream VPN

synopsis: FactSet Research Systems Inc., a major supplier of computer-based financial and economic data to the investment community, completed its previously announced acquisition of all the outstanding capital stock of StreamVPN Limited on September 1.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet provides more than 100 databases of online financial information from more than 30 sources, including EDGAR SEC filings, Compustat, Interactive Data, and First Call. Subscribers can manipulate and analyze data ranging from federal securities filings to historical financial statistics. "
target: Stream VPN
StreamVPN provides leading brokerage houses & their most important equity fund management clients with tools that maximize the value of equity research. The Alpha Network helps fund managers identify & assess the sell-side's high conviction ideas best suited to their investment criteria.
price ($mm)
$23
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/1/2004 via BusinessWire

FactSet Research Systems Inc., acquired JCF Group

synopsis: FactSet Research Systems Inc, a major supplier of computer-based financial and economic data to the investment community, announced its acquisition of all the outstanding shares of the JCF Group of companies. JCF, is a privately held provider of global broker estimates and other financial and macroeconomic data to institutional investors.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet provides more than 100 databases of online financial information from more than 30 sources, including EDGAR SEC filings, Compustat, Interactive Data, and First Call. Subscribers can manipulate and analyze data ranging from federal securities filings to historical financial statistics. "
target: JCF Group
JCF Group, based in Paris and London and founded by current CEO Jacques Chahine, is a highly-regarded supplier of global broker estimates and other financial and macroeconomic data to institutional investors. JCF provides investment professionals with easy-to-use, customizable tools to access broke
price ($mm)
$58
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/10/2018 via BusinessWire

Fitch Ratings Ltd., acquired Fulcrum Financial Data

synopsis: Fitch Group, a unit of Hearst, announced it has completed its acquisition of Fulcrum Financial Data, a leading provider of leveraged finance and distressed debt analysis, news and data, from Leeds Equity Partners. Fulcrum includes some of the market’s most influential financial news brands.
buyer parent: The Hearst Corporation
buyer: Fitch Ratings Ltd. (:$693.00)
Fitch Solutions is a world-leading provider of credit intelligence and the primary distributor of Fitch Ratings content. 90 percent of the world's leading financial institutions, multinational companies and consulting firms depend on Fitch content to inform their business decisions. "
target parent: Leeds Equity Partners
target: Fulcrum Financial Data
Fulcrum Financial Data is a leading provider of leveraged finance and distressed debt analysis, news and data. Fulcrum Financial Data includes some of the market’s most influential financial news brands including Covenant Review, LevFin Insights, CapitalStructure and PacerMonitor.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/25/2012 via Reuters

Thomson Reuters, acquired Zawya

synopsis: Thomson Reuters announced that it has acquired Zawya Limited, a regional provider of business intelligence and unique tools for financial professionals in the Middle East and North Africa (MENA). The firm's wide range of content and tools include profiles on the top companies in the MENA region, as well as an online network for professionals.
buyer: Thomson Reuters (TRI:$5,921.00)
Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. It combines industry expertise with innovative technology to deliver critical information to leading decision makers. "
target: Zawya
Zawya is the leading online business intelligence platform focusing on the Middle East & North Africa, enabling nearly 1 million professionals to find and connect to the right business and investment opportunities in the region.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/31/2011 via BusinessWire

Revolution Capital Group, acquired CapXG LLC

synopsis: Revolution Capital Group has announced a majority investment in the Capital Exchange, or CapXG, an interactive, web-based, networking site serving the financial community. The company connects Investment Banks, Private Equity firms, Hedge Funds, M&A professionals and lending institutions all through a free, interactive networking site.
buyer: Revolution Capital Group
Revolution Capital Group is a privately funded investment firm focused on acquiring and operating controlling interests in companies that have solid business fundamentals with a view to long-term growth and value creation. "
target: CapXG LLC
Founded in 2010, CapXG is an online software firm based in Valencia, California. The Company has established an online database of financial sponsors, professionals, lenders and deals, and is used by financial institutions worldwide.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/15/2007 via Company Description

MergerMarket, acquired Infinata, Inc.

synopsis: In September 2007, Mergermarket acquired Infinata, an information solutions and marketing analytics provider to the global financial service, life science, and high technology industries.
buyer parent: Pearson plc
buyer: MergerMarket
MergerMarket, part of Pearson's Financial Times Group, is an unparalleled, independent M&A intelligence tool used by the world's foremost financial institutions to originate deals. It provides proprietary intelligence on potential deal flow, potential mandates and valuations. "
target: Infinata, Inc.
Infinata is an innovative provider of information solutions and marketing analytics to the global financial service, life science, and high-tech industries. Our information suites include: BioPharm Insight, High Net Worth Insight, and Corporate Tracker.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/12/2007 via BusinessWire

Barchart.com, Inc., acquired FuturesBoard.com, LLC

synopsis: Barchart.com, Inc., a leading provider of futures, equity and foreign exchange market data and information, today announced the completed acquisition of FuturesBoard.com, LLC for an undisclosed amount.
buyer: Barchart.com, Inc.
Barchart.com, Inc. is full-service provider of futures and equities financial market data from all major exchanges, Barchart also provides comprehensive historical market data and research, custom web content, an extensive array of market tools and analytics, retail, and educational products. "
target: FuturesBoard.com, LLC
FuturesBoard is a market information portal for the futures markets and futures trading industry. FuturesBoard features futures market discussion boards and futures trading forums for the futures industry. FuturesBoard also features futures market reports and commentaries from market analysts.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/10/2007 via Company Press Release

Telekurs Financial, will acquire Fininfo SA

synopsis: Telekurs Holding SA and Fininfo SA today signed an agreement whereby Telekurs undertakes to acquire Fininfo “financial information” activities. This agreement involves all companies from Fininfo “financial information” department, except Idé, company specialized in graphic design and Anthium, a bond-trading company that recently ceased activities.
buyer parent: Telekurs Group
buyer: Telekurs Financial
Telekurs Financial specializes in the procurement, processing and distribution of international financial information for investment advisory services, portfolio management, financial analysis and securities administration. "
target: Fininfo SA
Fininfo SA provides financial information and intercompany insight to banks, brokers, fund managers, insurance companies, and other members of the business community in France and internationally. The company collects and organizes information and provides decision support to its clients.
price ($mm)[EV]
$317 [$366]
rev ($mm)
$279
EBITDA ($mm)
$41
EV / rev
1.3x
EV / EBITDA
8.5x
closed 7/19/2007 via BusinessWire

Barchart.com, Inc., acquired InsideFutures.com

synopsis: Barchart.com, Inc., a leading provider of futures and equity market information, announced the completed acquisition of InsideFutures.com and its affiliated email newsletter publications from Traders Media, LLC for an undisclosed amount. InsideFutures.com is a content-rich futures portal, serving traders of all skill levels.
buyer: Barchart.com, Inc.
Barchart.com, Inc. is full-service provider of futures and equities financial market data from all major exchanges, Barchart also provides comprehensive historical market data and research, custom web content, an extensive array of market tools and analytics, retail, and educational products. "
target parent: Traders Media, LLC
target: InsideFutures.com
InsideFutures.com provides information relating to futures and commodity quotes, charts, technical opinion, trading analysis, forex, equities markets, and various market commentaries. It also provides futures educational information on the Internet.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/19/2018 via BusinessWire

Reorg Research, acquired Debt Explained

synopsis: Reorg, a leading financial media and technology company, announced it has acquired a controlling stake in London-based Debt Explained Limited, the leading provider of data and analysis on the European high-yield and leverage loan markets.
buyer: Reorg Research
Reorg's unique editorial team combines reporting with financial and legal analysis to provide a holistic view of topical situations and delivers that view in real time through their proprietary platform, which is powered by machine learning and natural language processing applications. "
target: Debt Explained
Founded in 2009, Debt Explained creates and curates data and analysis on bond and loan deals through its proprietary data bases and unique scoring and bench-marking products. These allow for detailed trend analysis in the European high yield and leverage loan markets.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/18/2015 via BNC Analysis

MergerMarket Group, acquired C6 Intelligence Information Systems Limited

synopsis: Mergermarket Group, a BC Partners portfolio company, announced that it has acquired C6 Intelligence. Headquartered in the UK, C6 is a provider of global risk intelligence and data. C6 is a trusted provider of intelligence in the field of customer due diligence covering know-your-client (KYC) checks and also has a unique fraud intelligence database.
buyer parent: BC Partners
buyer: MergerMarket Group
Mergermarket Group is a global media company providing investment banks, advisory professionals, fund managers, private equity firms, industry and corporate professionals with forward-looking intelligence, analysis and data. "
target: C6 Intelligence Information Systems Limited
C6 Intelligence provides actionable data that helps businesses all over the world manage risk. The company is a trusted provider of data and intelligence in the field of customer due diligence covering know-your-client (KYC) checks, ongoing monitoring, and enhanced due diligence (EDD).
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/4/2008 via BusinessWire

Interactive Daily, acquired Kler’s Financial Data Service S.r.l.

synopsis: Interactive Data Corporation, a leading provider of financial market data, analytics and related services to financial institutions, active traders and individual investors, closed its acquisition of Kler’s Financial Data Service S.r.l., a leading provider of reference data to the Italian financial industry.
buyer parent: Pearson plc
buyer: Interactive Daily
Interactive Data Corporation is a leading global provider of financial market data, analytics and related solutions to financial institutions, active traders and individual investors. "
target: Kler’s Financial Data Service S.r.l.
Kler's S.r.l. provides on-line databases software applications, analysis and advice on the financial market, and consulting services. It also collects, processes, and standardizes information and financial data regarding companies, and listed and unlisted securities.
price ($mm)
$30
rev ($mm)
$9
EBITDA ($mm)
EV / rev
3.3x
EV / EBITDA
closed 5/22/2008 via finextra.com

State Street Global Markets, acquired SSiSearch

synopsis: Investment research and trading outfit State Street Global Markets has acquired UK reference data provider SSISearch. Financial terms of the deal were not disclosed.
buyer parent: State Street Corporation
buyer: State Street Global Markets
Global Link is State Street’s multi-asset class network for market research, portfolio analytics, integration, execution, reporting, and settlement. Introduced with the launch of FX Connect® in 1996, the network now features 55 liquidity providers representing over 168 dealing room locations. "
target: SSiSearch
The SSISearch Global Directory is for use by institutions involved in international payment processing and settlement. It is a secure, central database containing branch contact details and the settlement information they want to make available to other market participants.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 4/3/2007 via Company Press Release

Interfax Information Services Group, will acquire Finmarket Information Agency

synopsis: The Interfax International Information Services Group has agreed to purchase 90% of the shares of the Finmarket information agency, one of the leading Russian suppliers of financial and economic information, and plans to complete the deal by the end of the second quarter of 2007.
buyer: Interfax Information Services Group
Interfax Information Service Group creates information products and means of communication essential for decision-making in politics and business. "
target: Finmarket Information Agency
Finmarket Information Agency provides financial, stock exchange, and economic information. It gives the operative information on the Russian financial markets, economic and financial news, currency rates, quotations of securities, promissory notes, and real-time quotes.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/3/2018 via PR Web

ByteCubed, acquired Interkn, Inc.

synopsis: ByteCubed, a technology firm that specializes in reimagining government programs, announced that it has completed its acquisition of InterKn. Founded in 2016, InterKn is a proprietary technology platform that connects enterprise buyers with innovative suppliers by dynamically surfacing available funding, technology needs, and data insights.
buyer parent: Enlightenment Capital
buyer: ByteCubed
ByteCubed is a results-oriented and high-impact technology consulting firm that specializes in reimagining government programs. Their services include data science & analytics, user experience, mixed reality, and rapid idea execution & delivery. "
target: Interkn, Inc.
InterKn is a proprietary technology platform that connects enterprise buyers with innovative suppliers by dynamically surfacing available funding, technology needs, and data insights.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 3/28/2018 via Company Press Release

Advanced Share Registry Ltd., will acquire Private Company Platform Pty Ltd

synopsis: Advanced Share Registry Ltd, a full service share registry business in Australia, will acquire a 51% stake in Private Company Platform Pty Ltd (PCP), a profiling platform that allows investors to view companies that are contemplating a corporate event. PCP enables investors to monitor a company's progress before they decide to participate.
buyer: Advanced Share Registry Ltd. (ASX:ASW:$4.48)
Advanced Share Registry is a full service share registry business in Australia that provides registry services to listed and unlisted clients on a national basis. Advanced Share Registry helps investors and issuers keep their costs low while ensuring that all of their deadlines are met. "
target: Private Company Platform Pty Ltd
Private Company Platform Pty Ltd (PCP) is a profiling platform that allows investors to view companies that are contemplating a corporate event, such as capital raising, ASX listing, or crowd sourced funding. Investors can follow companies to monitor their progress before they decide to participate.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/14/2013 via BusinessWire

Dealflow.com, acquired Goldfish.io

synopsis: Dealflow.com announced the acquisition of assets of Goldfish.io, including its technology assets, its database of subscribers, and all trademarks and copyrights. The transaction complements Dealflow.com’s strategy to develop software that addresses the growing importance of raising capital on the Internet.
buyer: Dealflow.com
Dealflow.com (d/b/a DealFlow Analytics, Inc. ) is developing software and databases for deal tracking, deal marketing, and transaction analysis. "
target: Goldfish.io
Goldfish.io provides start-ups early detection systems that identify potential company financings or other corporate events. Goldfish.io also supplies databases and reports for funding.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/19/2013 via BNC Analysis

Bulgaria On Air, will acquire Investor.BG PLC

synopsis: Media company Bulgaria On Air placed a buyout offer for the 51% stake in business news portal Investor.bg. Investor.BG PLC develops online databases for Bulgarian companies. It provides financial information, such as quotations, graphics of traded stocks, ratios, news, analyses, and reports.
buyer: Bulgaria On Air
Bulgaria On Air offers television and radio broadcasting services. The company is based in Bulgaria. "
target: Investor.BG PLC
Investor.BG PLC develops online databases for Bulgarian companies. It provides financial information, such as quotations, graphics of traded stocks, ratios, news, analyses, and reports.
price ($mm)
$6.25*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/1/2006 via PR Newswire

Morningstar, Inc., purchased Institutional Hedge Fund and Separate Account Database Division from InvestorForce

synopsis: Morningstar, Inc., a leading provider of independent investment research, announced that it has completed its previously announced acquisition of the institutional hedge fund and separate account database division of InvestorForce, Inc., a Wayne, Pa.-based financial software and data integration company, for approximately $10 million in cash.
buyer: Morningstar, Inc. (MORN:$1,244.10)
Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, and commodities, in addition to foreign exchange and Treasury markets. "
seller: InvestorForce
InvestorForce is a financial software company that has been a leader in the development of online applications for the financial services industry.
price ($mm)
$10
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
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.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/23/2017 via GlobeNewswire

Nasdaq, Inc., acquired eVestment Alliance, LLC

synopsis: Nasdaq, a leading global provider of trading, clearing, exchange technology, listing, information and public company services, has completed the acquisition of eVestment, an industry leading content and analytics provider used by asset managers, investment consultants and asset owners to help facilitate institutional investment decisions.
buyer: Nasdaq, Inc. (NasdaqGS:NDAQ:$4,262.00)
Nasdaq is a leading global provider of trading, clearing, exchange technology, listing, information and public company services. Through its diverse portfolio of solutions, Nasdaq enables customers to plan, optimize and execute their business vision with confidence. "
target: eVestment Alliance, LLC
eVestment provides a flexible suite of easy-to-use, cloud-based solutions to help the institutional investing community identify and capitalize on global investment trends, better select and monitor investment managers and more successfully enable asset managers to market their funds worldwide.
price ($mm)
$705
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/19/2011 via PR Newswire

eVestment Alliance, LLC, acquired Hedgefund.Net Inc.

synopsis: eVestment Alliance, a global provider of institutional investment data intelligence and analytic solutions, announced the acquisition of Channel Capital Group, owners of HedgeFund.net, a leading source for hedge fund data, research and news.
buyer: eVestment Alliance, LLC
eVestment is a global provider of institutional investment data intelligence and analytic solutions. eVestment delivers extensive separate account, hedge fund and commingled fund data through robust, user-friendly products, with an unparalleled commitment to client service. "
target: Hedgefund.Net Inc.
HedgeFund.net is a leading source for hedge fund data on the Web. Investors who meet accreditation standards are eligible for access to the site's database of information on more than 7,100 hedge funds, funds-of-funds and commodity products.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

Like Derivative Solutions, Inc.


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Derivative Solutions, Inc.

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SCDM

Pricing Partners SAS

R2 Financial Technologies

Barrie & Hibbert Limited

Envision Technology Solutions

Axis Actuarial System

Marriott Sinclair LLP

EMB

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Derivative Solutions, Inc.

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Interactive Data Corporation

Vermilion Software Ltd.

CYMBA Technologies Limited

Market Metrics, Inc.

Portware LLC

Code:Red, Inc.

Matrix Solutions

Revere Data, LLC.

StreetAccount LLC

Market Metrics, Inc.

europrospectus.com

Derivative Solutions, Inc.

Stream VPN

JCF Group

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Fulcrum Financial Data

Zawya

CapXG LLC

Infinata, Inc.

FuturesBoard.com, LLC

Fininfo SA

InsideFutures.com

Debt Explained

C6 Intelligence Information Systems Limited

Kler’s Financial Data Service S.r.l.

SSiSearch

Finmarket Information Agency

Interkn, Inc.

Private Company Platform Pty Ltd

Goldfish.io

Investor.BG PLC

InvestorForce

Style Research

eVestment Alliance, LLC

Hedgefund.Net Inc.

Geography
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SimCorp A/S
SimCorp A/S
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Investview, Inc
Investview, Inc
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Real Estate Investar
Real Estate Investar
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FactSet Research Systems Inc.
FactSet Research Systems Inc.
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Shanghai Great Wisdom Co., Ltd.
Shanghai Great Wisdom Co., Ltd.
Great Wisdom provides services in the areas of financial database, real-time quotes transmission, real-time quotes reveal and investment analysis software, financial education system, information dissemination, Web and other areas of financial services platform.
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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.
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China Finance Online Co.
China Finance Online Co.
China Finance Online Co. Limited specializes in providing online financial and listed company data and information in China. Through its website the company offers subscription-based service packages that integrate financial and listed company data and information from multiple sources.
year
2015
rev ($mm)
$92.55
EBITDA ($mm)
$10.02
EBIT ($mm)
$8.19
Net Income ($mm)
$16.09
Employees
1500
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Ticker: TSE:4483
 
 
 
 
 
 
 
 
JMDC Inc.
JMDC Inc.
JMDC Inc. offers information services. The Company provides medical data statistics, life insurance data statistics, health data platform management, and other services. JMDC provides its services throughout Japan.
year
2019
rev ($mm)
$91.75
EBITDA ($mm)
EBIT ($mm)
$13.68
Net Income ($mm)
$9.40
Employees
441
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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
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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
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Ticker: TRI
 
 
 
 
 
 
 
 
Thomson Reuters
Thomson Reuters
Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. They combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial and risk, legal, tax and more.
year
2020
rev ($mm)
$5,921.00
EBITDA ($mm)
$1,321.00
EBIT ($mm)
$1,088.00
Net Income ($mm)
$1,599.00
Employees
24400
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