Like Fugent, Inc.

closed 2/19/2021 via BNC Analysis

Hey Dan, acquired Fugent, Inc.

synopsis: Civicom has acquired Fugent, an insight and engagement management platform, to complement one of its existing divisions, premium voice-to-CRM service Hey DAN. Together, Fugent and Hey DAN represent a comprehensive set of sales enablement tools that address administrative pain points of financial service professionals across a wide variety of roles.
buyer parent: Civicom, Inc.
buyer: Hey Dan
Hey DAN was the first voice-to-CRM (Customer Relationship Management) solution that combines technology and intelligence, ensuring meeting note entry is fast, accurate, and complete. Hey DAN clientele includes major financial institutions, multinational corporations, and small to medium businesses. "
target: Fugent, Inc.
Fugent drives more meetings and better conversations for asset managers and their distribution teams. Fugent's turnkey platform simplifies the meeting experience and gives financial professionals the actionable intelligence needed to create personalized experiences for their clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/15/2020 via Company Press Release

SalesPage Technologies, LLC, acquired SalesStation

synopsis: SalesPage Technologies, LLC, a provider of software solutions that help asset managers, has acquired Celera’s SalesStation division. As a turnkey solution for outsourced data management and sales reporting, SalesStation delivers the intelligence that boutique to medium-size asset managers need to make effective business decisions.
buyer: SalesPage Technologies, LLC
SalesPage Technologies helps asset managers use data to connect investment products to clients who will benefit from them most. SalesPage solutions function within each client’s data architecture, providing data management, sales operations, and reporting. "
target parent: Celera Sytems LLC
target: SalesStation
SalesStation has partnered with asset management firms for nearly 20 years. As a turnkey solution for outsourced data management and sales reporting, SalesStation delivers the intelligence that boutique to medium-size asset managers need to make effective business decisions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/11/2018 via PR Newswire

Investcloud Inc., acquired rplan ltd

synopsis: InvestCloud Inc., a global FinTech firm, has announced a strategic acquisition of London-based rplan Limited. rplan is the UK's leading provider of client engagement technology to support bespoke investment propositions for web and mobile.
buyer: Investcloud Inc.
InvestCloud is a Digital Platform to enable the development of first-class, financial digital solutions, pre-integrated into the cloud. InvestCloud creates powerful products for individual investors and institutions alike, assembled on-demand to meet clients' specific needs. "
target: rplan ltd
rplan offers a specialist multi-channel, retail Client Platform System (CPS) including Direct-To-Consumer (D2C) for fund managers. rplan specializes in client engagement technology for digital propositions, supported 24x7 in a secure and resilient hosted environment.
price ($mm)
$20
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/24/2020 via BusinessWire

iPipeline, Inc., acquired Impact Financial Systems

synopsis: iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, has acquired IFS (Impact Financial Systems), a leading provider of service request automation solutions for client onboarding, asset movement, maintenance, and advisor transitions.
buyer parent: Roper Technologies, Inc.
buyer: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industries. Through its SSG Digital, end-to-end platform, iPipeline accelerates and simplifies sales, compliance, operations, and support. "
target: Impact Financial Systems
IFS is the leading provider of automation solutions for Client Onboarding, Asset Movement, Maintenance, and Advisor Transitions. The company's service request automation solutions are deployed at some of the world's largest brokerage, wealth, banking, and insurance companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/13/2019 via PR Newswire

SS&C Advent, will acquire Investrack

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

IHS Markit Ltd., acquired Ipreo Holdings LLC

synopsis: Ipreo, a leading financial services solutions and data provider, was acquired by IHS Markit, a world leader in critical information, analytics and solutions. IHS Markit is acquiring the business from private equity funds managed by Blackstone and by the Goldman Sachs Merchant Banking Division.
buyer: IHS Markit Ltd. (INFO:$4,287.80)
IHS Markit is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government. "
target parent: Blackstone Group LP
target: Ipreo Holdings LLC
Ipreo is a leading global provider of financial services technology, data and analytical services, supporting all participants in the capital-raising process, including sell-side professionals, finance officers at private and public companies, institutional investors, and asset managers.
price ($mm)
$1,855
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/4/2014 via PR Newswire

Ipreo Holdings LLC, acquired Shareholder InSite

synopsis: Ipreo, a global leader of data, market intelligence and productivity solutions to capital markets and corporate professionals, announced its acquisition of Shareholder InSite, the premier provider of shareholder data management, analytics, reporting and valuation solutions for Alternative Asset managers and private companies in their portfolios.
buyer parent: Blackstone Group LP
buyer: Ipreo Holdings LLC
Ipreo is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions. "
target: Shareholder InSite
Shareholder Insite, Inc. provides shareholder data management, deal analytics, and self-valuation software tools and solutions. They offer CapControls, a solution for portfolio companies for analyzing and managing shareholder data; and Qval, a platform for venture capital and private equity firms.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/6/2014 via PE Hub

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

synopsis: Ipreo Holdings LLC, a leading global provider of market intelligence and workflow solutions to capital markets and corporate professionals, announced the completion of its acquisition by private equity funds managed by Blackstone and by the Goldman Sachs Merchant Banking Division.
buyer: Blackstone Group LP (BX:$5,935.77)
buyer: Goldman Sachs Merchant Banking
Blackstone is one of the world's leading investment and advisory firms. The Merchant Banking Division of Goldman Sachs is one of the leading private equity investors in the world, having invested and committed approximately $45 billion of equity capital in over 650 companies. "
target parent: Kohlberg Kravis Roberts & Co.
target: Ipreo Holdings LLC
Ipreo is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions.
price ($mm)
$962*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/8/2011 via BusinessWire

Kohlberg Kravis Roberts & Co., acquired Ipreo Holdings LLC

synopsis: Kohlberg Kravis Roberts & Co L.P. (together with its affiliates, “KKR”) announced that KKR has completed the acquisition of Ipreo Holdings LLC. Ipreo is a leading provider of market intelligence, deal execution platforms, and investor communication tools to investment banks and corporations around the world.
buyer: Kohlberg Kravis Roberts & Co. (KKR:$4,715.61)
Founded in 1976 and led by Henry Kravis and George Roberts, KKR is a leading global investment firm with $61.9 billion in assets under management as of June 30, 2011. With offices around the world, KKR manages assets through a variety of investment funds and accounts covering multiple asset classes."
target parent: Veronis Suhler Stevenson
target: Ipreo Holdings LLC
Ipreo is a premier global provider of high quality data, market intelligence, and productivity solutions to investment banking and corporate clients. It is the only global provider of new issuance software solutions across the equity, fixed income, and municipal markets.
price ($mm)
$425
rev ($mm)
$130
EBITDA ($mm)
$35
EV / rev
3.3x
EV / EBITDA
12.1x
closed 2/19/2019 via GlobeNewswire

ESC Corporate Services Ltd., acquired Securefact

synopsis: ISC announced that its Services segment, through its subsidiary ESC Corporate Services, acquired substantially all of the assets used in the business of Securefact Transaction Services from Securefact. Securefact Transaction develops and markets customer identification, regulatory compliance, secured lending, and digital onboarding software.
buyer parent: Information Services Corporation
buyer: ESC Corporate Services Ltd.
ESC takes a leadership position in providing corporate legal services and public records search/registration services to over 8,000 banks, law firms, fin-techs, auto/equipment leasing captives and insurance/accountant institutions across Canada. "
target: Securefact
The acquisition includes the assets of Securefact Transaction Services, Inc. Securefact Transaction develops and markets customer identification, regulatory compliance, secured lending, and digital onboarding software.
price ($mm)
$5.12
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/1/2018 via PR Newswire

GI Partners, acquired Doxim Solutions ULC

synopsis: Doxim Inc., a leading provider of customer engagement and content management SaaS solutions for financial services organizations, announced that GI Partners has acquired a majority stake in the company from Strattam Capital. Doxim helps financial services clients digitize the consumer experience to create better connections at every touch-point.
buyer: GI Partners
GI Partners is a private investment firm based in San Francisco. The firm has raised $16 billion in capital from leading institutional investors across the globe. GI Partners' private equity team focuses on investments in the IT Infrastructure, Healthcare, Software, and Services sectors. "
target parent: Strattam Capital
target: Doxim Solutions ULC
Doxim is a leading provider of SaaS-based customer engagement software for banks, credit unions, and wealth management firms. Doxim helps financial institutions transform their client experience, communicate effectively throughout the client lifecycle, and improve cross-sell and upsell activities.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/13/2019 via Company Press Release

Alpha FMC, acquired Obsidian Solutions

synopsis: Alpha FMC, the leading global consultancy to the asset and wealth management industry, has acquired Obsidian Solutions, an all in one investor management framework with a proven track record helping hedge fund clients rapidly digitize operations, cut costs, and improve sales cycles.
buyer: Alpha FMC (AIM:AFM:$98.25)
Alpha FMC is the leading global consultancy to the asset and wealth management industry. Alpha FMC help asset and wealth management businesses use technology to turn goals into reality by supplying perspective, strategy, and technical expertise. "
target: Obsidian Solutions
Based in London, Obsidian Solutions is an all in one investor management framework with a proven track record helping hedge fund clients rapidly digitize operations, cut costs, and improve sales cycles.
price ($mm)
$3.65
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/16/2020 via PR Newswire

Lincoln Investment, acquired Hanlon Advisory Software

synopsis: Lincoln Investment Capital Holdings, LLC announced the acquisition of Hanlon Advisory Software, a division of Hanlon Investment Management. Hanlon Advisory Software offers the wealth management industry’s broadest range of features for analysis, compliance, asset allocation, reporting and presentation.
buyer: Lincoln Investment
Lincoln Investment Planning, LLC is a leading full-service independent broker-dealer and registered investment adviser providing investment, wealth and retirement planning services nationwide. The company currently has 400 employees and over 1,000 financial advisors in 39 states. "
target parent: Hanlon Investment Management
target: Hanlon Advisory Software
Hanlon Advisory Software offers the wealth management industry’s broadest range of features for analysis, compliance, asset allocation, reporting and presentation. Hanlon’s portfolio management capabilities can help manage mutual funds, equities, fixed income and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/1/2020 via BusinessWire

NetRoadshow, Inc., acquired DealSite Inc.

synopsis: NetRoadshow has acquired DealSite Inc., a technology company focused on the Capital Markets and M&A space, offering the first and leading digital working group list application. The acquisition aligns with NetRoadshow’s 23-year focus on providing secure and compliant productivity tools to the global investment banking community.
buyer: NetRoadshow, Inc.
NetRoadshow was the first company to receive permission from the SEC to host an electronic roadshow via the internet. The company's online roadshow offers operator-assisted conference call service, live video conferencing services, data room products, and secure document distribution systems. "
target: DealSite Inc.
DealSite is a technology company focused on the Capital Markets and M&A space, offering the first and leading digital working group list application. The company's enterprise web and mobile app is used by investment banks to help bankers serve their clients and do their jobs more effectively.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/13/2020 via BNC Analysis

TradeFloor Pty Ltd, acquired CCUBE

synopsis: Software developer TradeFloor has acquired CCUBE, which provides software for financial planners and went into voluntary administration in early April after COVID-19 dried up a fundraising deal. CCUBE is designed to support financial advisers drive efficiency and productivity in an increasingly client centric world.
buyer: TradeFloor Pty Ltd
TradeFloor is a must-have application for anyone who trades (or is thinking about trading) Exchange-Traded Options in Australia. They are striving to make options accessible to everyone, regardless of trading knowledge, and provide valuable insights into the risk and reward of trading strategies. "
target: CCUBE
CCUBE is a next generation financial planning and wealth management solution designed to support financial advisers drive efficiency and productivity in an increasingly client centric world.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/6/2020 via BusinessWire

Franklin Templeton Investments, acquired AdvisorEngine

synopsis: Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton, has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United States that manage over $600 billion in assets.
buyer: Franklin Templeton Investments (BEN:$5,680.20)
Franklin Resources is a global investment management organization operating, together with its subsidiaries, as Franklin Templeton. Through specialized teams, the company has expertise across all asset classes, including equity, fixed income, alternatives, and custom multi-asset solutions. "
target: AdvisorEngine
AdvisorEngine a digital wealth platform and provider of technology and consulting services to wealth management firms in the United States. Its financial experience platform serves as a unified operating system across advisor experience, business operations experience, and client experience.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/21/2019 via PR Newswire

Equisoft, acquired Grendel

synopsis: Canada-based Equisoft has acquired Grendel, a company offering a customer relationship management system (CRM) purpose-built for the wealth management industry. Their flagship application suite Grendel is an advanced web-based and mobile practice management solution built for financial advisors, broker-dealers, RIAs, and their clients.
buyer: Equisoft
Based in Canada, Equisoft is a global provider of advanced digital solutions in life insurance and wealth management. Equisoft offers innovative front-end applications, extensive back office services and a unique data migration expertise. "
target: Grendel
Grendel is an online solution built specifically for financial professionals. The customer relationship management (CRM) component is the core of the larger wealth management platform that now includes compliance tools, trading, account aggregation, client portal, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/13/2018 via PR Newswire

Simplicity Group Holdings, acquired AssetLock

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

Intapp, Inc., acquired DealCloud

synopsis: Intapp, a leading provider of industry solutions for the $2 trillion global professional services industry, announced the acquisition of DealCloud, which specializes in CRM and deal management for investment banking and private equity firms.
buyer parent: Great Hill Partners LLC
buyer: Intapp, Inc.
Intapp provides software and services that enable professional services and capital markets firms to thrive in an increasingly competitive marketplace, enhancing their ability to win more business, operate efficiently, manage risk and drive project and client success. "
target: DealCloud
DealCloud is a pioneer in M&A software and a global leader in providing deal management, workflow and technology solutions to capital markets firms, including private equity and growth capital firms, sell-side banks, publicly traded companies and debt capital investors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/11/2018 via BNC Analysis

Equisoft, acquired Kronos Technologies

synopsis: Equisoft, a provider of digital business solutions for the insurance and wealth industries, has acquired Kronos Technologies, a company that develops web and mobile applications for the investment and insurance sectors.
buyer: Equisoft
Equisoft provides advanced digital business solutions that optimize processes, increase revenue and enable growth for the life insurance and wealth management industries. All Equisoft software systems are developed for optimal scalability and configurability to empower clients. "
target: Kronos Technologies
Kronos Technologies is a company that develops web and mobile applications for the investment and insurance sectors. Kronos Technologies is particularly known for its customer relationship management (CRM) application, Kronos Finance, and financial needs analysis (FNA) tool, Kronos FNA.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/19/2021 via BNC Analysis

Hey Dan, acquired Fugent, Inc.

synopsis: Civicom has acquired Fugent, an insight and engagement management platform, to complement one of its existing divisions, premium voice-to-CRM service Hey DAN. Together, Fugent and Hey DAN represent a comprehensive set of sales enablement tools that address administrative pain points of financial service professionals across a wide variety of roles.
buyer parent: Civicom, Inc.
buyer: Hey Dan
Hey DAN was the first voice-to-CRM (Customer Relationship Management) solution that combines technology and intelligence, ensuring meeting note entry is fast, accurate, and complete. Hey DAN clientele includes major financial institutions, multinational corporations, and small to medium businesses. "
target: Fugent, Inc.
Fugent drives more meetings and better conversations for asset managers and their distribution teams. Fugent's turnkey platform simplifies the meeting experience and gives financial professionals the actionable intelligence needed to create personalized experiences for their clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/19/2021 via BNC Analysis

Hey Dan, acquired Fugent, Inc.

synopsis: Civicom has acquired Fugent, an insight and engagement management platform, to complement one of its existing divisions, premium voice-to-CRM service Hey DAN. Together, Fugent and Hey DAN represent a comprehensive set of sales enablement tools that address administrative pain points of financial service professionals across a wide variety of roles.
buyer parent: Civicom, Inc.
buyer: Hey Dan
Hey DAN was the first voice-to-CRM (Customer Relationship Management) solution that combines technology and intelligence, ensuring meeting note entry is fast, accurate, and complete. Hey DAN clientele includes major financial institutions, multinational corporations, and small to medium businesses. "
target: Fugent, Inc.
Fugent drives more meetings and better conversations for asset managers and their distribution teams. Fugent's turnkey platform simplifies the meeting experience and gives financial professionals the actionable intelligence needed to create personalized experiences for their clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/19/2021 via BNC Analysis

Hey Dan, acquired Fugent, Inc.

synopsis: Civicom has acquired Fugent, an insight and engagement management platform, to complement one of its existing divisions, premium voice-to-CRM service Hey DAN. Together, Fugent and Hey DAN represent a comprehensive set of sales enablement tools that address administrative pain points of financial service professionals across a wide variety of roles.
buyer parent: Civicom, Inc.
buyer: Hey Dan
Hey DAN was the first voice-to-CRM (Customer Relationship Management) solution that combines technology and intelligence, ensuring meeting note entry is fast, accurate, and complete. Hey DAN clientele includes major financial institutions, multinational corporations, and small to medium businesses. "
target: Fugent, Inc.
Fugent drives more meetings and better conversations for asset managers and their distribution teams. Fugent's turnkey platform simplifies the meeting experience and gives financial professionals the actionable intelligence needed to create personalized experiences for their clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/25/2021 via PR Newswire

Ataccama Corporation, acquired Tellstory

synopsis: Toronto-based Ataccama, a leading provider of self-driving data management and governance solutions, has acquired Tellstory, a Slovakian startup and easy-to-use data visualization platform that provides a unique, visually appealing, and engaging way to tell data-driven stories.
buyer: Ataccama Corporation
Based in Canada, Ataccama is a provider of self-driving data management and governance solutions. Unifying Data Governance, Data Quality, and Master Data Management, Ataccama gives businesses and data teams the ability to innovate while maintaining trust, security, and governance of their data. "
target parent: Adastra
target: Tellstory
Slovakia-based Tellstory is an innovative startup and easy-to-use data visualization platform that provides a unique, visually appealing, and engaging way to tell data-driven stories. Tellstory allows users to present complex facts and make data graspable for everyone with dynamic, animated widgets.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/24/2021 via GlobeNewswire

Centro, LLC, acquired QuanticMind

synopsis: Centro, a global provider of enterprise automation technology, announced the acquisition of QuanticMind, a developer of predictive advertising technology for digital channels.
buyer: Centro, LLC
Centro had a singular goal: to improve the lives of those working in the advertising industry by building media management software that helps marketers engage with audiences across all digital channels in the most successful manner possible. "
target: QuanticMind
QuanticMind is a developer of predictive advertising technology for digital channels. QuanticMind’s martech platform utilizes AI and machine learning to unify and analyze data, which powers its software for search, keyword bid management, and marketing intelligence visualization.
price ($mm)
rev ($mm)
$10
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 2/10/2021 via Company Press Release

Zuci Systems Inc, purchased Swiss Arm from Radiare Software Solutions Private Limited

synopsis: Zuci Systems, a digital consulting and solutions firm, announced that it has completed the acquisition of the Swiss arm of Radiare Software Solutions  a full-spectrum Business Intelligence and Advanced Analytics firm based in Geneva. Radiare’s key experts and a team of 40 members will join Zuci as part of this acquisition.
buyer: Zuci Systems Inc
Founded in 2016, Zuci Systems is an intelligent software automation solutions firm headquartered in the US with offices in Chicago, Brussels and Chennai, India. Zuci’s strength lies in its ability to deliver exceptional customer experiences with a focus on engineering excellence. "
seller: Radiare Software Solutions Private Limited
The Swiss arm of Radiare Software Solutions is a full-spectrum Business Intelligence and Advanced Analytics firm based in Geneva. The Radiare team has a combined experience of 1,000-man years on Data Analytics, Data Governance  and Data Visualization solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/9/2021 via Company Press Release

Nike, acquired Datalogue

synopsis: NIKE, Inc. has acquired Datalogue, a leading data integration platform start-up based in New York. Founded in 2016, Datalogue has built cutting-edge and proprietary machine-learning technology that automates data preparation and integration.
buyer: Nike (NKE:$38,254.00)
NIKE, Inc., named for the Greek goddess of victory, is the world's leading designer, marketer, and distributor of authentic athletic footwear, apparel, equipment, and accessories for a wide variety of sports and fitness activities. "
target: Datalogue
Founded in 2016, Datalogue has built cutting-edge and proprietary machine-learning technology that automates data preparation and integration.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/9/2021 via Company Press Release

Nike, acquired Datalogue

synopsis: NIKE, Inc. has acquired Datalogue, a leading data integration platform start-up based in New York. Founded in 2016, Datalogue has built cutting-edge and proprietary machine-learning technology that automates data preparation and integration.
buyer: Nike (NKE:$38,254.00)
NIKE, Inc., named for the Greek goddess of victory, is the world's leading designer, marketer, and distributor of authentic athletic footwear, apparel, equipment, and accessories for a wide variety of sports and fitness activities. "
target: Datalogue
Founded in 2016, Datalogue has built cutting-edge and proprietary machine-learning technology that automates data preparation and integration.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/24/2020 via BusinessWire

Infogain Corporation, acquired AbsolutData

synopsis: Infogain, a Silicon Valley-based leader in human-centered digital platform and software engineering services, announced its acquisition of Absolutdata, a San Francisco Bay Area-based AI and Advanced Analytics company serving Global 500 clients.
buyer parent: ChrysCapital
buyer: Infogain Corporation
Infogain is a Silicon Valley headquartered company with software platform engineering and deep domain expertise in travel, retail, insurance and high technology industries. "
target: AbsolutData
AbsolutData is an award-winning, consulting-oriented, Analytics & Research firm with a number of Fortune 500 clients in a wide variety of industries across more than 40 countries. They are based in San Francisco Bay area with offices in UK, Dubai and India.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/17/2020 via BusinessWire

Kenshoo, will acquire Signals Analytics, Inc.

synopsis: Kenshoo, a global leader in marketing technology, announced its intent to acquire Signals Analytics, a pioneer in AI-powered analytics for market intelligence. The acquisition positions the company to solve the biggest challenge brands face in the post-COVID-19 era.
buyer: Kenshoo
Israel-based Kenshoo is the leading marketing technology platform for brands looking to plan, activate growth strategies across engaging digital channels. Kenshoo offers marketing solutions that combines data-driven insights and optimization to help make informed decisions about social media. "
target: Signals Analytics, Inc.
With next-generation advanced analytics, Signals Analytics powers the future of market intelligence with the scale and speed of AI. The configurable data platform connects and classifies countless, external sources into contextual data, and augments analytic applications with accuracy and scale.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/2/2020 via PR Newswire

Seismic, will acquire Grapevine6

synopsis: Seismic, the industry-leading and award-winning sales enablement and marketing orchestration platform provider, announced the acquisition of Grapevine6, a patented social and digital sales engagement platform. Seismic strengthens its ability to provide sales professionals with relevant content sourced from 11,000 third-party publishers.
buyer: Seismic
Seismic is the industry-leading sales enablement and marketing orchestration solution, aligning go-to-market teams while empowering them to deliver engaging buyer experiences that drive growth. "
target: Grapevine6
Grapevine6 is a patented social sales engagement platform that accelerates sales and marketing efforts by building personal brand and nurturing trust-based relationships. Grapevine6 uses artificial intelligence to provide relevant content that moves sales opportunities through the pipeline.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/19/2020 via GlobeNewswire

Intelex Technologies, acquired ehsAI

synopsis: Intelex Technologies, ULC, a leading global provider of SaaS-based Environmental, Health, Safety and Quality (EHSQ) management software, has acquired ehsAI, a Canadian compliance automation technology provider. ehsAI uses AI and Machine Learning to help organizations greatly reduce the costs and risks of permitting and compliance management.
buyer parent: Fortive Corporation
buyer: Intelex Technologies
Intelex is a global leader in environmental, health, safety, and quality management software. Intelex’s scalable, web-based platform and applications help clients improve business performance, mitigate organization-wide risk, and ensure sustained compliance with internationally accepted standards. "
target: ehsAI
ehsAI is a Canadian compliance technology company that uses AI and deep learning to help organizations reduce the costs and risks of permitting and compliance. ehsAI develops disruptive solutions that transform environmental, health and safety, and compliance management for business.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/28/2020 via BNC Analysis

FIEGE Logistik Holding Stiftung & Co. KG, acquired Westphalia DataLab GmbH

synopsis: The FIEGE Group, a globally operating full-service logistics provider, has acquired further shares in the data analysis start-up Westphalia DataLab (WDL). WDL develops data science software solutions that use machine learning and artificial intelligence (AI) to increase the success of companies.
buyer: FIEGE Logistik Holding Stiftung & Co. KG
The FIEGE Group, with its headquarters in Greven, Westphalia, is one of the leading logistics providers in Europe and has specialized in efficient logistics solutions. FIEGE operates internationally: from the core markets in Europe to India and China. "
target: Westphalia DataLab GmbH
Westphalia DataLab (WDL) develops data science software solutions that use machine learning and artificial intelligence (AI) to increase the success of companies. Westphalia Forecast automates and optimizes current stock forecast through the use of artificial intelligence.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/21/2020 via BNC Analysis

Aggity Europe, S.A., acquired Tens.ai

synopsis: The Spanish multinational digital transformation Aggity has acquired the company specialized in data analytics with Artificial Intelligence (AI) Tens.ai (Exponential Analytics, SL). Tens.ai supports companies to improve their competitiveness through the use of large volumes of information, structured and unstructured.
buyer: Aggity Europe, S.A.
Based in Spain, Aggity is a technology multinational specialized in the Digital Transformation of business. They combine best practices and operational forms with innovative and specialized technological solutions in different business processes. "
target: Tens.ai
Tens.ai (Exponential Analytics) is a Spanish company specialized in data analytics with Artificial Intelligence. Tens.ai supports companies to improve their competitiveness through the use of large volumes of information, structured and unstructured.
price ($mm)
$2.09
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
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)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/2/2020 via BusinessWire

Twilio, acquired Segment.io

synopsis: Twilio has acquired Segment, the world’s leading customer data platform. The combination of Segment's platform and Twilio's Customer Engagement platform will allow Twilio to create more personalized, timely, and impactful engagement across customer service, marketing, analytics, product, and sales.
buyer: Twilio (TWLO:$1,392.01)
Twilio powers the future of business communications and is used by millions of developers. Twilio has democratized communications channels like voice, text, chat, video, and email by virtualizing the world’s communications infrastructure through APIs that are simple enough for any developer to use. "
target: Segment.io
Segment is the world’s leading customer data platform (CDP). Its platform democratizes access to reliable data for all teams and offers a complete toolkit to standardize data collection, unify user records, and route customer data into any system where it’s needed.
price ($mm)
$3,200
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/2/2020 via GlobeNewswire

ATW Tech Inc, will acquire Semeon Analytics

synopsis: ATW Tech Inc., a leader in FinTech, is to acquire Semeon, an AI-powered text analytics platform. It is designed to supercharge data scientists and analysts, allowing them to uncover reliable intelligence for any use case.
buyer: ATW Tech Inc (TSXV:ATW:$2.28)
Canada-based ATW Tech is a leader in FinTech and owner of several web platforms, including VoxTel, VuduMobile, Option.vote and Bloomed. ATW Tech provides businesses and consumers with enriched and interactive communication experiences through data-crossing and artificial intelligence algorithms. "
target: Semeon Analytics
Semeon is an AI-powered text analytics platform. It is designed to supercharge data scientists and analysts, allowing them to uncover reliable intelligence for any use case.
price ($mm)
$2.97
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/1/2020 via PR Newswire

KANG BO SI NAN, will acquire Gridsum Holding Inc.

synopsis: Gridsum Holding Inc., a leading provider of cloud-based big-data analytics and artificial intelligence solutions in China, will be acquired by an investor consortium led by Mr. Guosheng Qi, chairman of the board of directors of the company.
buyer: KANG BO SI NAN
KANG BO SI NAN (BEIJING) TECHNOLOGY CO., LTD. is a company formed by the Consortium that was created to take Gridsum Holding Inc. private. KANG BO SI NAN is led by Mr. Guosheng Qi, the Chairman of Gridsum. "
target: Gridsum Holding Inc. (GSUM:$48.09)
Gridsum is a leading provider of cloud-based big-data analytics and AI solutions for multinational and domestic enterprises and government agencies in China.
price ($mm)
$76
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/24/2020 via BNC Analysis

GPredictive GmbH merged with CrossEngage,

synopsis: Berlin-based CrossEngage and GPredictive, a German provider of a customer prediction platform, have merged to unite the best of both worlds under the umbrella brand CrossEngage. By integrating the platform solutions of both vendors, CrossEngage enables companies to deliver the best possible customer journey across all channels in real-time.
buyer: CrossEngage
Germany-based CrossEngage is the operating system for customer-centered marketing with a customer data platform and a customer prediction platform, which together provide for more relevant target groups and customer communications and thus significantly increase customer value. "
target: GPredictive GmbH
Gpredictive is a German provider of a customer prediction platform. With over 10 years of expertise in the field of AI and machine learning, the GPredictive Customer Prediction platform enables the easy, fast, and accurate creation of targeted customer behavior forecasts.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/24/2020 via BusinessWire

SugarCRM Inc, acquired Node.io

synopsis: SugarCRM Inc., the innovator of time-aware customer experience (CX), announced the acquisition of Node Inc., an artificial intelligence (AI) platform that leverages CRM data and vast external sources to deliver an unparalleled level of predictability across a whole array of different business use cases.
buyer parent: Accel-KKR
buyer: SugarCRM Inc
SugarCRM is a customer experience leader enabling businesses to create profitable customer relationships by delivering personalized experiences throughout the customer journey. SugarCRM strengthens existing customer relationships through actionable insights and intelligent automation. "
target: Node.io
Node Inc. is an artificial intelligence (AI) platform that leverages CRM data and vast external sources to deliver an unparalleled level of predictability across a whole array of different business use cases.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/12/2020 via PR Newswire

Dynata, acquired Sharpr

synopsis: Dynata, the world's largest first-party data and insights platform, has acquired Sharpr, a leading knowledge management, content syndication and publishing platform. Sharpr's AI surfaces appropriate content to users and makes search for knowledge relevant, efficient and easy to use, which allows users to create and implement new insights.
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: Sharpr
Sharpr is a leading knowledge management, content syndication and publishing platform. Sharpr's artificial intelligence surfaces appropriate content to users and makes search for knowledge relevant, efficient and easy to use, which allows users to create and implement new insights.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/12/2020 via BNC Analysis

Neosperience, will acquire ADChange Srl

synopsis: Neosperience, an Italian leader in digital customer experience solutions, will acquire a 51% stake in ADChange, an Italian company specializing in B2B lead generation. ADChange's Lead Champion is a lead generation software solution that helps businesses to improve their marketing and sales performance.
buyer: Neosperience (BIT:NSP:$21.79)
Neosperience is an Italian leader in digital customer experience solutions. Neosperience helps organizations engage, understand and grow their customer base. Their Neosperience Cloud platform enables businesses to deliver relevant experiences that drive loyalty and increase value. "
target: ADChange Srl
ADChange is an Italian company specializing in B2B lead generation. ADChange's Lead Champion is a lead generation software solution that helps businesses to improve their marketing and sales performance. Lead Champion uses AI to collect, organize, and transform data into actionable insights.
price ($mm)
$0.31*
rev ($mm)
$0
EBITDA ($mm)
$0
EV / rev
1.4x
EV / EBITDA
5.7x

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Gridsum Holding Inc.
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OpenDNA
OpenDNA
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EBITDA ($mm)
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Ayfie
Ayfie
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Tracker Ventures Corp.
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TeleTech Holdings, Inc.
TeleTech Holdings, Inc.
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year
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Salesforce.com, Inc.
Salesforce.com, Inc.
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Pegasystems, Inc.
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TOTVS S.A.
TOTVS S.A.
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Velti plc
Velti plc
Velti is a global provider of mobile marketing and advertising technology and solutions that enable brands, advertising agencies, mobile operators and media to implement highly targeted, interactive and measurable campaigns by communicating with and engaging consumers via their mobile devices.
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EBITDA ($mm)
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EBIT ($mm)
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Net Income ($mm)
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K3 Business Technology Group plc
K3 Business Technology Group plc
K3 is a leading global supplier of integrated business systems to retailers, manufacturers and distributors. K3 has over 25 years’ experience of delivering award winning solutions for more than 3000 customers across 20 countries.
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Lightbridge has helped telecommunications carriers adapt to new customer transaction models. Today, Lightbridge is leveraging our domain expertise to deliver new, cross-industry solutions that make it easier for businesses to manage customer transactions that are driven by wireless and Internet tec
year
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$108.30
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$6.30
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($4.60)
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Blue Prism
Blue Prism
Blue Prism's Robotic Process Automation (RPA) software enables business operations to be agile and cost effective through rapid automation of manual, rules based, back office administrative processes, reducing cost and improving accuracy by creating a "digital workforce"​.
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Synergy Marketing, Inc.
Synergy Marketing, Inc.
Synergy Marketing, Inc. is a marketing technology company in Japan. It offers customer relationship management (CRM) implementation through cloud and agent services, such as building and maintaining IT infrastructure, and planning CRM implementation.
year
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EBITDA ($mm)
$5.52
EBIT ($mm)
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