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announced 11/30/2021 via BNC Analysis

Australian Finance Group Ltd, will acquire Fintelligence

synopsis: Australian Finance Group Ltd has announced the acquisition of a 75 per cent stake in leading asset finance aggregator, National Finance Alliance Pty Ltd, trading as Fintelligence. Established in 2018, Fintelligence is a fast-growing, technology-enabled asset finance aggregation platform based in Queensland, Australia with a national presence.
buyer: Australian Finance Group Ltd
Australian Finance Group (AFG) was established in 1994 and has grown to become one of Australia's largest mortgage broking groups and leaders in financial solutions. AFG's Suite360 is the single stop for broker technology that provides a full suite of tools and technology that brokers need. "
target: Fintelligence
Established in 2018, Fintelligence is a fast-growing, technology-enabled asset finance aggregation platform based in Queensland with a national presence. Fintelligence’s Ambition Cloud is a proprietary, cloud-based, customisable asset finance broker and business management platform.
price ($mm)
$37*
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closed 8/26/2021 via PR Newswire

Lone Wolf Technologies, acquired Propertybase, Inc.

synopsis: Canada-based Lone Wolf Technologies has acquired Propertybase, a global real estate and mortgage software company. The acquisition rounds out Lone Wolf's end-to-end technology with websites, lead generation tools, and enterprise-class CRM, enabling the company to deliver real estate's only complete technology platform for both agents and brokers.
buyer parent: Stone Point Capital, LLC
buyer: Lone Wolf Technologies
Based in Canada, Lone Wolf Technologies is a leader in residential real estate software. With cloud solutions for agents, brokers, franchises, and associations alike, the company provides the entire real estate industry with the tools they need to build their business and improve profits. "
target: Propertybase, Inc.
Propertybase is the leading global real estate and mortgage software company with lead generation, award-winning websites, CRM, mortgage business growth platform and more. Over 4,500 brands trust Propertybase to deliver innovative technology that scales their businesses.
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closed 6/25/2020 via BusinessWire

Alpine SG, acquired Homebot, Inc

synopsis: ASG, a portfolio company of Alpine Investors that buys, builds and operates vertical SaaS companies, has acquired Homebot, a mortgage lending and real estate software solution that maximizes repeat business for lenders and agents by empowering consumers to build wealth through homeownership.
buyer parent: Alpine Investors, LP
buyer: Alpine SG
ASG is a unique and fast-growing software business that buys, builds, and operates market-leading vertical Software as a Service companies. ASG believes in the power of people and data, and that sharing knowledge, expertise, and resources across its community of businesses drives exponential growth."
target: Homebot, Inc
Homebot is a high performance client engagement tool for the mortgage and real estate industries. Eliminate customer churn and maximize conversion with an application that helps consumers build long term wealth with their home.
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closed 3/1/2022 via GlobeNewswire

Aquila Software, acquired Tekambi

synopsis: Aquila announced the acquisition of Tekambi, a fintech provider offering underwriting and decisioning software solutions in the consumer lending industry. Established in 2018, Tekambi is a customer-focused online lead management system for alternative credit lenders.
buyer parent: Constellation Software, Inc.
buyer: Aquila Software
Aquila backs category leaders across software. With global institutional reach throughout media, finance, government, real estate and education, Aquila exists to help software operators build lasting companies through permanent capital. "
target: Tekambi
Established in 2018, Tekambi is a customer-focused online lead management system for alternative credit lenders. With reliability and flexibility at its core, Tekambi is a robust plug-and-play solution that changes the way lenders manage their marketing campaigns and lead filtering process.
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closed 11/26/2019 via BNC Analysis

AutoProtect, acquired DealTrak Ltd

synopsis: AutoProtect, a company that provides insurance products and dealer warranties to vehicle manufacturers and retailers in the UK, has acquired DealTrak, a UK platform that brings Finance and Insurance transactions to life.
buyer: AutoProtect
AutoProtect provides insurance products and dealer warranties to vehicle manufacturers and retailers in the UK. After a consultation, AutoProtect creates customized business development programs. From sales training to smooth integration with full FCA-compliance, AutoProtect assists at every stage. "
target parent: CV6 Limited
target: DealTrak Ltd
Headquartered in the UK, DealTrak platform brings Finance and Insurance transactions to life. They are committed to increasing efficiencies for everyone involved, allowing them to focus on creating a positive experience for their customers and ultimately sell more finance and insurance products.
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closed 6/1/2015 via BNC Analysis

Bankrate, Inc., acquired LoanTek, Inc.

synopsis: Bankrate, Inc., is one of the internet's leading aggregators of information on more than 300 financial products and fees, has acquired LoanTek, Inc., a company that creates exclusive mortgage referrals using automated and consumer-facing pricing on strategic partner and lender websites.
buyer parent: Apax Partners
buyer: Bankrate, Inc. (RATE:$459.34)
Bankrate, Inc. and its subsidiaries own and operate an internet-based consumer banking and personal finance network. Bankrate's flagship website, Bankrate.com, is one of the Internet's leading aggregators of information on more than 300 financial products and fees. "
target: LoanTek, Inc.
LoanTek, Inc. creates exclusive mortgage referrals using automated and consumer-facing on strategic partner and lender websites. In addition to a mortgage pricing engine, LoanTek offers clients a consumer direct SaaS suite.
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closed 8/27/2019 via BusinessWire

HT Mobile Apps, acquired Hip Pocket

synopsis: HT Mobile Apps, an innovative FinTech company serving banks and credit unions across the country, announced that it has acquired Hip Pocket™, a platform that engages mobile and website visitors by using social influence and personalized consultation to generate new, qualified mortgage and retirement leads.
buyer: HT Mobile Apps
Michigan-based HT Mobile Apps is an innovative FinTech company serving banks and credit unions across the country to easily and cost-effectively introduce new services for attracting and retaining customers. "
target: Hip Pocket
Hip Pocket™ is a platform that engages mobile and website visitors by using social influence and personalized consultation to generate new, qualified mortgage and retirement leads.
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closed 4/9/2008 via PR Newswire

Mediawhiz, acquired LeadROI, Inc.

synopsis: MediaWhiz, a leading results-driven online marketing company, announced the acquisition of LeadROI's Lead Management System, which enables advertisers to better manage, optimize, and monetize their lead generation campaigns.
buyer parent: Lake Capital
buyer: Mediawhiz
MediaWhiz provides media planning and buying services, search engine optimization, lead generation, and affiliate marketing services. The company's Coregistrations.com network of Web sites generate leads by inducing consumers to opt-in to receive marketing messages in exchange for free offers. "
target parent: Root Markets Inc.
target: LeadROI, Inc.
LeadROI, Inc. offers the mortgage industry a web-based lead and customer relationship management solution. The proprietary software streamlines new customer acquisition, improves productivity, maximizes sales conversion, and provides critical insight into production metrics.
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closed 2/5/2007 via

Root Markets Inc., acquired LeadROI, Inc.

synopsis: Root Markets Inc., which operates the premier commodities exchange for trading and monetizing Internet-generated consumer leads, announced the acquisition of LeadROI, Inc. Based in Costa-Mesa, California, LeadROI provides a fully-integrated mortgage lead and customer relationship management system.
buyer: Root Markets Inc.
Root Markets Inc. operates the premier commodities exchange for trading and monetizing Internet-generated consumer leads. Root Markets operates the Root Exchange, a web-based trading platform, which provides a real-time, direct link between buyers and suppliers of leads. "
target: LeadROI, Inc.
LeadROI, Inc. offers the mortgage industry a web-based lead and customer relationship management solution. The proprietary software streamlines new customer acquisition, improves productivity, maximizes sales conversion, and provides critical insight into production metrics.
price ($mm)
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closed 11/24/2021 via Company Press Release

CoreLogic International, acquired AiRE Software

synopsis: Leading independent property data and analytics provider CoreLogic International has acquired Brisbane-based prop-tech firm AiRE, as part of its expansion across real estate technology solutions. AiRE specializes in AI driven lead identification and nurture solutions for the real estate industry.
buyer parent: CoreLogic, Inc.
buyer: CoreLogic International
CoreLogic is a leading global property information, analytics and data-enabled services provider. They combine data from public, contributory and proprietary sources, providing coverage of property and other encumbrances, consumer credit, tenancy, location, hazard risk and performance information. "
target: AiRE Software
AiRE specializes in AI driven lead identification and nurture solutions for the real estate industry. They have more than 4,000 real estate agents in Australia and New Zealand using the company’s digital lead generation and nurturing ‘assistant’ RiTA and related services.
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closed 3/3/2021 via Company Press Release

Constellation Real Estate Group, acquired Top Producer

synopsis: The Constellation Real Estate Group, a portfolio of Constellation Software, Inc., has acquired the business of real estate software pioneer Top Producer® from Move, Inc., a subsidiary of News Corp. Top Producer is a provider of software solutions for real estate professionals, including Top Producer® CRM, a premier real estate-specific CRM.
buyer parent: Constellation Software, Inc.
buyer: Constellation Real Estate Group
The Constellation Real Estate Group acquires and invests in real estate software brands that are committed to providing long-term solutions and partnerships with franchises, brokers and banks. Over 500,000 people rely on CREG’s products and services to power, manage, and grow their businesses. "
target parent: News Corporation
target: Top Producer
Top Producer is a leading provider of innovative software solutions for real estate professionals, including Top Producer® CRM, a premier real estate-specific CRM that enables agents to manage every stage of the client lifecycle; Market Snapshot ® reports and listing alerts; and more.
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closed 1/17/2019 via Company Press Release

HomeSpotter, acquired Spacio

synopsis: HomeSpotter, the leading real estate software platform for agents to manage and grow their customer relationships, announced it has acquired Spacio, the #1 open house lead generation system. Spacio helps real estate professionals increase their ROI and close more deals by capturing every lead for 100% follow up.
buyer: HomeSpotter
HomeSpotter is the trusted partner for real estate businesses of all sizes. Their suite of digital tools allows agents to collaborate with ease, work on the go, and increase productivity. "
target: Spacio
Spacio helps real estate professionals increase their ROI and close more deals. Spacio’s solution provides a complete system to capture every high quality lead, comprehensive resources to run better open house, and complete assurance that no opportunity with slip through the cracks.
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closed 1/3/2018 via PR Web

IDX Inc., acquired Agent Marketing

synopsis: IDX, LLC, a leading provider of real estate search applications, has acquired Agent Marketing, a technology and print services company that specializes in real estate marketing tools. Agent Marketing offers a full array of online marketing tools for real estate professionals including single property websites, mobile marketing, and virtual tours.
buyer: IDX Inc.
IDX, LLC is a leading provider of real estate search applications. IDX provides integrated IDX software, customizable listing search utilities and lead management tools for real estate based websites. IDX also provides an integrated WordPress plugin for use in WordPress based blogs and websites. "
target: Agent Marketing
Agent Marketing is a nationally recognized technology and print services company, specializing in real estate marketing tools. They offer a full array of online marketing tools for real estate professionals including single property websites, mobile marketing, virtual tours and personal websites.
price ($mm)
$6.00
rev ($mm)
EBITDA ($mm)
EV / rev
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closed 1/20/2011 via Market Wire

Market Leader, Inc., acquired Kwkly

synopsis: Market Leader, an innovator in online marketing and technology solutions for real estate professionals, has acquired kwkly, a mobile software-as-a-service lead generation platform that provides home buyers with real-time access to detailed property information straight from the Multiple Listing Service (MLS) to their mobile phone.
buyer: Market Leader, Inc. (LEDR:$0.00)
Market Leader provides real estate agents, agent teams, and brokerage companies with subscription-based real estate marketing software and advertising products that enable them to generate a steady stream of prospects, as well as the tools and training needed to convert these prospects into clients."
target: Kwkly
Kwkly is a mobile SaaS lead generation platform that provides home buyers with real-time access to detailed property information straight from the Multiple Listing Service (MLS) to their mobile phone.
price ($mm)
$1.31
rev ($mm)
EBITDA ($mm)
EV / rev
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closed 2/2/2022 via Company Press Release

GDS Link LLC, acquired Ser Technology Corp.

synopsis: GDS Link, the global leader in data, decisioning and analytics, has acquired Ser Technology Corporation, a leader in credit-based loan generation and direct marketing solutions. This move increases the value GDS Link brings to their current and future clients, as well as increases the value-add to SerTechs clients’ base.
buyer: GDS Link LLC
GDS Link is a global leader in credit data, decisioning and analytics. By combining AI technology with credit and fraud risk management software, data, and decisioning with proven underwriting workflows, GDS Link has the solutions, analytics and advisory services that drive growth in lending. "
target: Ser Technology Corp.
Ser Tech is a financial technology services company that leverages credit data to help clients target consumers for new loan opportunities across multiple channels and provides FICO score and credit education delivery to consumers.
price ($mm)
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announced 5/28/2021 via PR Newswire

Black Knight, Inc., will acquire Top of Mind Networks

synopsis: Black Knight, Inc., a software, data and analytics company, will acquire Top of Mind Networks from Primus Capital, a growth-oriented private equity firm. Top of Mind is a leading CRM and marketing automation system for the mortgage industry. Their Surefire CRM solution helps mortgage professionals to maintain and deepen their connections.
buyer: Black Knight, Inc. (BKFS:$1,475.20)
Black Knight is a provider of integrated software, data, and analytics solutions that facilitate and automate business processes across the homeownership lifecycle. Black Knight helps clients achieve their strategic goals, realize greater success, and better serve their customers. "
target parent: Primus
target: Top of Mind Networks
Top of Mind Networks is a leading customer relationship management (CRM) and marketing automation system for the mortgage industry. Top of Mind's Surefire CRM solution helps mortgage professionals to maintain and deepen their connections with borrowers, recruits, brokers, and real estate agents.
price ($mm)
$250
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/11/2018 via PR Newswire

LoyaltyExpress, acquired SoftVu LLC

synopsis: LoyaltyExpress, a portfolio company of New Capital Partners, has acquired SoftVu, a leader in creation, management, distribution and tracking of automated marketing strategies for direct-to-consumer markets in the mortgage lending industry.
buyer parent: New Capital Partners
buyer: LoyaltyExpress
LoyaltyExpress simplifies CRM and marketing automation for banks and mortgage companies. Its flagship product, CustomerManager, combines lead management, email and direct mail campaigns with a 360-degree view of each loan officer's customers, partners and prospects. "
target: SoftVu LLC
SoftVu is a purpose-driven organization committed to driving client value through technology innovations, transparent results and service. SoftVu's industry-leading marketing automation platform enables the mortgage banking industry to deliver the message to the right person at the right time.
price ($mm)
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closed 6/28/2017 via PR Newswire

New Capital Partners, acquired LoyaltyExpress

synopsis: LoyaltyExpress, a provider of marketing automation and cloud-based CRM solutions for mortgage companies and banks, announced an investment from New Capital Partners (NCP), a private equity firm focused on financial and health care services.
buyer: New Capital Partners
New Capital Partners is focused on building great companies by investing in high-growth businesses and partnering with management teams in the healthcare, financial services, and business services industries. New Capital Partners is headquartered in Birmingham, AL and has an office in Dallas, TX. "
target: LoyaltyExpress
LoyaltyExpress simplifies CRM and marketing automation for banks and mortgage companies. Its flagship solution, CustomerManager, is an enterprise-wide, Software-as-a-Service platform that combines lead management, email and direct mail campaigns with a 360-degree view of a loan officer's customers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
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closed 1/19/2022 via PR Newswire

Buildout, acquired Apto

synopsis: Buildout, the premier developer of commercial real estate (CRE) property marketing automation software, has acquired Apto, the #1 CRM and deal management software for CRE brokers. Apto helps brokers to do more deals and make more money. Their software allows users to manage their contacts, unlock more leads, and grow their business.
buyer: Buildout
Buildout is a pioneer in commercial real estate (CRE) marketing automation. Developed in close collaboration with its customers, Buildout allows brokerages to bring their expertise to every stage of their deals all from within one platform. "
target: Apto
Apto is the #1 CRM and deal management software for commercial real estate brokers. Apto helps brokers to do more deals and make more money. Their software allows users to manage their contacts, unlock more leads, and grow their business.
price ($mm)
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announced 2/11/2021 via BNC Analysis

Zillow, Inc., will acquire ShowingTime

synopsis: Zillow, an online real estate marketplace company, is to acquire ShowingTime, a SaaS company that is one of the largest technology providers to over 400,000 real estate agents in the US. Their products help automate the showing process for MLSs, real estate offices and agents while also delivering buyer leads generated from real estate web sites.
buyer: Zillow, Inc. (Z:$3,339.82)
Zillow Group houses a portfolio of the largest real estate and home-related brands on mobile and the web, which focus on all stages of the home lifecycle: renting, buying, selling and financing. Zillow is committed to empowering consumers with unparalleled data, inspiration & knowledge around homes."
target: ShowingTime
ShowingTime is a SaaS company that is one of the largest technology providers to over 400,000 real estate agents in the US. Their products help automate the showing process for MLSs, real estate offices and agents while also delivering buyer leads generated from real estate web sites.
price ($mm)
$500
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/30/2021 via BNC Analysis

Australian Finance Group Ltd, will acquire Fintelligence

synopsis: Australian Finance Group Ltd has announced the acquisition of a 75 per cent stake in leading asset finance aggregator, National Finance Alliance Pty Ltd, trading as Fintelligence. Established in 2018, Fintelligence is a fast-growing, technology-enabled asset finance aggregation platform based in Queensland, Australia with a national presence.
buyer: Australian Finance Group Ltd
Australian Finance Group (AFG) was established in 1994 and has grown to become one of Australia's largest mortgage broking groups and leaders in financial solutions. AFG's Suite360 is the single stop for broker technology that provides a full suite of tools and technology that brokers need. "
target: Fintelligence
Established in 2018, Fintelligence is a fast-growing, technology-enabled asset finance aggregation platform based in Queensland with a national presence. Fintelligence’s Ambition Cloud is a proprietary, cloud-based, customisable asset finance broker and business management platform.
price ($mm)
$37*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/30/2021 via BNC Analysis

Australian Finance Group Ltd, will acquire Fintelligence

synopsis: Australian Finance Group Ltd has announced the acquisition of a 75 per cent stake in leading asset finance aggregator, National Finance Alliance Pty Ltd, trading as Fintelligence. Established in 2018, Fintelligence is a fast-growing, technology-enabled asset finance aggregation platform based in Queensland, Australia with a national presence.
buyer: Australian Finance Group Ltd
Australian Finance Group (AFG) was established in 1994 and has grown to become one of Australia's largest mortgage broking groups and leaders in financial solutions. AFG's Suite360 is the single stop for broker technology that provides a full suite of tools and technology that brokers need. "
target: Fintelligence
Established in 2018, Fintelligence is a fast-growing, technology-enabled asset finance aggregation platform based in Queensland with a national presence. Fintelligence’s Ambition Cloud is a proprietary, cloud-based, customisable asset finance broker and business management platform.
price ($mm)
$37*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/15/2021 via BNC Analysis

SimpleNexus, LLC, acquired LBA Ware

synopsis: SimpleNexus, a digital mortgage platform for loan officers, borrowers and real estate agents, has acquired LBA Ware, a leading provider of cloud-based software for mortgage lenders. LBA Ware offers incentive compensation management solutions and business intelligence software that help increase business productivity and efficiency.
buyer: SimpleNexus, LLC
SimpleNexus is a digital mortgage platform for loan officers, borrowers and real estate agents. SimpleNexus offers an app that streamlines each stage of the mortgage transaction. Their solutions enable users to convert more leads to loans, enhance their POS, manage loan pipelines, and more. "
target: LBA Ware
LBA Ware is a leading provider of cloud-based software for mortgage lenders. LBA Ware enables mortgage companies to enhance their lender experiences. They offer incentive compensation management solutions and business intelligence software that help increase business productivity and efficiency.
price ($mm)
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closed 1/12/2022 via PR Newswire

Daily AI, acquired Whiteboard CRM

synopsis: Daily AI, a provider of intelligent solutions for mortgage professionals, has acquired Whiteboard CRM, a leading CRM software solution for the mortgage industry. Whiteboard provides a SaaS solution that helps loan originators close more loans, create better relationships, and increase referrals by automatically staying in touch with contacts.
buyer: Daily AI
Daily AI is a provider of intelligent solutions for mortgage professionals. Daily AI helps mortgage professionals to close more deals, scale their operations, and increase their ROI. Their platform provides solutions for lead conversion, database marketing, compliance, and more. "
target: Whiteboard CRM
Whiteboard CRM is a leading CRM software solution for the mortgage industry. Whiteboard provides a SaaS solution that helps loan originators close more loans, create better relationships, and increase referrals by automatically staying in touch with contacts, clients, and partners.
price ($mm)
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closed 8/26/2021 via PR Newswire

Lone Wolf Technologies, acquired Propertybase, Inc.

synopsis: Canada-based Lone Wolf Technologies has acquired Propertybase, a global real estate and mortgage software company. The acquisition rounds out Lone Wolf's end-to-end technology with websites, lead generation tools, and enterprise-class CRM, enabling the company to deliver real estate's only complete technology platform for both agents and brokers.
buyer parent: Stone Point Capital, LLC
buyer: Lone Wolf Technologies
Based in Canada, Lone Wolf Technologies is a leader in residential real estate software. With cloud solutions for agents, brokers, franchises, and associations alike, the company provides the entire real estate industry with the tools they need to build their business and improve profits. "
target: Propertybase, Inc.
Propertybase is the leading global real estate and mortgage software company with lead generation, award-winning websites, CRM, mortgage business growth platform and more. Over 4,500 brands trust Propertybase to deliver innovative technology that scales their businesses.
price ($mm)
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announced 5/28/2021 via PR Newswire

Black Knight, Inc., will acquire Top of Mind Networks

synopsis: Black Knight, Inc., a software, data and analytics company, will acquire Top of Mind Networks from Primus Capital, a growth-oriented private equity firm. Top of Mind is a leading CRM and marketing automation system for the mortgage industry. Their Surefire CRM solution helps mortgage professionals to maintain and deepen their connections.
buyer: Black Knight, Inc. (BKFS:$1,475.20)
Black Knight is a provider of integrated software, data, and analytics solutions that facilitate and automate business processes across the homeownership lifecycle. Black Knight helps clients achieve their strategic goals, realize greater success, and better serve their customers. "
target parent: Primus
target: Top of Mind Networks
Top of Mind Networks is a leading customer relationship management (CRM) and marketing automation system for the mortgage industry. Top of Mind's Surefire CRM solution helps mortgage professionals to maintain and deepen their connections with borrowers, recruits, brokers, and real estate agents.
price ($mm)
$250
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/11/2018 via PR Newswire

LoyaltyExpress, acquired SoftVu LLC

synopsis: LoyaltyExpress, a portfolio company of New Capital Partners, has acquired SoftVu, a leader in creation, management, distribution and tracking of automated marketing strategies for direct-to-consumer markets in the mortgage lending industry.
buyer parent: New Capital Partners
buyer: LoyaltyExpress
LoyaltyExpress simplifies CRM and marketing automation for banks and mortgage companies. Its flagship product, CustomerManager, combines lead management, email and direct mail campaigns with a 360-degree view of each loan officer's customers, partners and prospects. "
target: SoftVu LLC
SoftVu is a purpose-driven organization committed to driving client value through technology innovations, transparent results and service. SoftVu's industry-leading marketing automation platform enables the mortgage banking industry to deliver the message to the right person at the right time.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/28/2017 via PR Newswire

New Capital Partners, acquired LoyaltyExpress

synopsis: LoyaltyExpress, a provider of marketing automation and cloud-based CRM solutions for mortgage companies and banks, announced an investment from New Capital Partners (NCP), a private equity firm focused on financial and health care services.
buyer: New Capital Partners
New Capital Partners is focused on building great companies by investing in high-growth businesses and partnering with management teams in the healthcare, financial services, and business services industries. New Capital Partners is headquartered in Birmingham, AL and has an office in Dallas, TX. "
target: LoyaltyExpress
LoyaltyExpress simplifies CRM and marketing automation for banks and mortgage companies. Its flagship solution, CustomerManager, is an enterprise-wide, Software-as-a-Service platform that combines lead management, email and direct mail campaigns with a 360-degree view of a loan officer's customers.
price ($mm)
rev ($mm)
EBITDA ($mm)
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closed 10/21/2020 via BNC Analysis

FiLogix Inc., acquired Doorr Inc.

synopsis: Finastra, via its Canadian mortgage business Filogix, has acquired Doorr, a provider of cloud-based point-of-sale mortgage application software used by brokers to improve the mortgage experience.
buyer parent: Vista Equity Partners
buyer: FiLogix Inc.
Filogix has served as the hub of the Canadian mortgage industry for almost two decades, offering secure, reliable connectivity to brokers and lenders. It provides trusted mortgage lending products that enable the effective management of the sales process from origination through to underwriting. "
target: Doorr Inc.
Founded in February 2018, Doorr is a cloud-based CRM and mortgage workflow technology that provides mortgage brokers and financial institutions with a single environment to manage and interact with clients and partners (e.g. realtors).
price ($mm)
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closed 5/12/2021 via PR Newswire

Lone Wolf Technologies, acquired LionDesk

synopsis: Lone Wolf Technologies has acquired two leading real estate technology companies, LionDesk and HomeSpotter. LionDesk is the developer of an intelligent CRM software that makes it easier for agents to engage with clients by consolidating several communication channels, including video, email, text, and AI-enabled lead follow-up, into one system.
buyer parent: Stone Point Capital, LLC
buyer: Lone Wolf Technologies
Based in Canada, Lone Wolf Technologies is a leader in residential real estate software. With cloud solutions for agents, brokers, franchises, and associations alike, the company provides the entire real estate industry with the tools they need to build their business and improve profits. "
target: LionDesk
LionDesk is the intelligent CRM (customer relationship management) platform of choice for over 165,000 real estate, mortgage and small business professionals. LionDesk leads the way in innovation with features such as video emailing, texting and an AI (artificial intelligence) lead follow up system.
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closed 5/19/2022 via BusinessWire

Narrow Gauge Capital, acquired Inco-Check, Inc.

synopsis: Narrow Gauge Capital, a private equity firm, has completed the acquisition of a majority interest in Inco-Check, a provider of software and end-to-end quality control, specialty audit, compliance, and reporting services for mortgage and consumer lenders and servicers.
buyer: Narrow Gauge Capital
Narrow Gauge Capital, based in Boston, is a private equity firm controlled by Adam Doctoroff and Travis Metz. NGC pursues buyouts and recapitalizations in growth-oriented businesses with strong management teams. "
target: Inco-Check, Inc.
Inco-Check is a provider of software and end-to-end quality control, specialty audit, compliance, and reporting services for mortgage and consumer lenders and servicers. IC leverages QC Ally, its proprietary, web-based platform to support all GSE, regulatory agency, and investor requirements.
price ($mm)
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announced 12/8/2021 via BusinessWire

Precisely Inc., will acquire CEDAR CX Technologies

synopsis: Precisely, the global leader in data integrity software, will acquire CEDAR CX Technologies, a SaaS Customer Communications Management (CCM) platform. CEDAR CX is reshaping the way companies do business with their customers. Their platform enables financial services businesses to improve customer experiences and build stronger relationships.
buyer parent: Clearlake Capital Group, L.P.
buyer: Precisely Inc.
Precisely is the global leader in data integrity, providing accuracy, consistency, and context in data for 12,000 customers in more than 100 countries. Their data integration, data quality, location intelligence, and data enrichment products power better business decisions to create better outcomes."
target: CEDAR CX Technologies
CEDAR CX Technologies is a SaaS Customer Communications Management (CCM) platform. CEDAR CX is reshaping the way companies do business with their customers. Their platform enables financial services businesses to improve customer experiences and build stronger and longer-lasting relationships.
price ($mm)
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closed 4/21/2021 via BNC Analysis

HashChing, acquired Mystro Australia

synopsis: HashChing, Australia’s leading mortgage broker platform, has acquired Mystro, a document automation and data collection company in Australia. Mystro offers a platform for data collection and automated client onboarding. Their platform helps mortgage brokers to streamline their document management, client data collection, and loan applications.
buyer: HashChing
HashChing is Australia’s leading mortgage broker platform. HashChing provides consumers with access to great home loan deals. Their platform connects users directly to verified broker partners who can further negotiate a better deal from the lenders to save them time and money. "
target: Mystro Australia
Mystro is a document automation and data collection company in Australia. Mystro offers a platform for data collection and automated client onboarding. Their platform helps mortgage brokers to streamline their document management, client data collection, and loan applications.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/10/2020 via BusinessWire

REPAY - Realtime Electronic Payments, acquired Ventanex

synopsis: Repay Holdings Corporation, a leading provider of vertically-integrated payment solutions, announced the acquisition of Ventanex, an integrated payments solutions provider to the consumer finance and B2B healthcare verticals. Ventanex’s technology platform offers inbound and outbound omnichannel payment solutions and complex rules-based processing.
buyer: REPAY - Realtime Electronic Payments (RPAY:$198.50)
REPAY provides integrated payment processing solutions to verticals that have specific transaction processing needs. REPAY's proprietary, integrated payment technology platform reduces the complexity of electronic payments for merchants, while enhancing the overall experience for consumers. "
target: Ventanex
Ventanex, founded in 2012 and headquartered in Dallas, TX, is an integrated payments solutions provider to the consumer finance and B2B healthcare verticals. Ventanex’s technology platform offers inbound and outbound omnichannel payment solutions and complex rules-based processing.
price ($mm)
$36
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/16/2015 via BNC Analysis

Altech Nupay, acquired Delter IT Services

synopsis: Altron subsidiary, Altech NuPay, is extending its reach into the microfinance market with the acquisition of Delter IT Services, a microfinance software development company providing consumer management systems to credit providers.
buyer parent: Altron
buyer: Altech Nupay
Altech NuPay is a PCI-DSS certified transaction service provider and is the leader in managed electronic payment solutions. Altech NuPay offers proven business solutions within the authenticated (terminal based, card present), non-authenticated (card not present) and web-based product space. "
target: Delter IT Services
Delter IT Services is a micro lending software development company providing client management systems to micro lenders. Their software can be used in any size of micro lending business, from small single offices, to big groups and even in banks.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/14/2015 via Company Press Release

Ellie Mae, Inc., will acquire Mortgage Returns

synopsis: Ellie Mae, a leading provider of innovative on-demand software solutions and services for the residential mortgage industry, announced that it has signed a definitive agreement to acquire Mortgage Returns, a leader in on-demand customer relationship management (CRM), and marketing automation solutions for the mortgage industry.
buyer: Ellie Mae, Inc. (ELLI:$477.11)
Ellie Mae, Inc. is a provider of automation solutions for the mortgage industry. The company's offerings include the Encompass® and Encompass360® mortgage management software systems. Ellie Mae also hosts the Ellie Mae Network™. "
target: Mortgage Returns
Mortgage Returns' web-based relationship management solution is a broad-based marketing solution that helps mortgage originators capitalize on their relationships with customers, prospects, and referral partners.
price ($mm)
$16
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/11/2008 via BusinessWire

Beanstalk Networks LLC, acquired LION, Inc.

synopsis: LION, Inc. and Beanstalk Networks dba OpenClose announced the completion of the sale of substantially all of the assets of LION to OpenClose pursuant to an asset purchase agreement between Beanstalk Networks Acquisition LLC and LION dated as of May 12, 2008.
buyer: Beanstalk Networks LLC
Beanstalk Networks LLC dba OpenClose® Solutions is a pioneer in developing software as a service (SaaS) for the mortgage industry. OpenClose develops and hosts online Web-based mortgage software designed specifically for the mortgage lender that operate wholesale, retail, and correspondent channels."
target: LION, Inc.
LION, Inc. is a leader in online services for connecting mortgage brokers with consumers, wholesale lenders, and industry vendors. The company delivers tools that attract, capture, and service business for the broker originator team.
price ($mm)[EV]
$0.53 [($3.86)]
rev ($mm)
$4
EBITDA ($mm)
EV / rev
-1.0x
EV / EBITDA
closed 4/9/2008 via PR Newswire

Mediawhiz, acquired LeadROI, Inc.

synopsis: MediaWhiz, a leading results-driven online marketing company, announced the acquisition of LeadROI's Lead Management System, which enables advertisers to better manage, optimize, and monetize their lead generation campaigns.
buyer parent: Lake Capital
buyer: Mediawhiz
MediaWhiz provides media planning and buying services, search engine optimization, lead generation, and affiliate marketing services. The company's Coregistrations.com network of Web sites generate leads by inducing consumers to opt-in to receive marketing messages in exchange for free offers. "
target parent: Root Markets Inc.
target: LeadROI, Inc.
LeadROI, Inc. offers the mortgage industry a web-based lead and customer relationship management solution. The proprietary software streamlines new customer acquisition, improves productivity, maximizes sales conversion, and provides critical insight into production metrics.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/5/2007 via

Root Markets Inc., acquired LeadROI, Inc.

synopsis: Root Markets Inc., which operates the premier commodities exchange for trading and monetizing Internet-generated consumer leads, announced the acquisition of LeadROI, Inc. Based in Costa-Mesa, California, LeadROI provides a fully-integrated mortgage lead and customer relationship management system.
buyer: Root Markets Inc.
Root Markets Inc. operates the premier commodities exchange for trading and monetizing Internet-generated consumer leads. Root Markets operates the Root Exchange, a web-based trading platform, which provides a real-time, direct link between buyers and suppliers of leads. "
target: LeadROI, Inc.
LeadROI, Inc. offers the mortgage industry a web-based lead and customer relationship management solution. The proprietary software streamlines new customer acquisition, improves productivity, maximizes sales conversion, and provides critical insight into production metrics.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/15/2021 via PR Newswire

Radar Endeavour Group Inc., acquired Lending Assist

synopsis: Radar Endeavour Group Inc., a Canadian private equity investment group, and Ingenio Solutions Ltd. has acquired a controlling interest in Lending Assist Save Assist Ltd. Based in Edmonton, Alberta, Lending Assist is a cloud-based SAAS solution designed for producing the security documents required for business loan transactions.
buyer: Radar Endeavour Group Inc.
Based in Canada, Radar Endeavour Group is a private equity group that invests alongside founders to accelerate growth in the market. Its investment thesis is based on smart capital plus talented founders, and extraordinary support equals great outcomes for all stakeholders. "
target: Lending Assist
Based in Canada, Lending Assist is a cloud-based SaaS solution designed for producing the security documents required for business loan transactions. Lending Assist allows firms to complete all due diligence, increase productivity, and increase client satisfaction, all from a single application.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/25/2021 via BusinessWire

Stewart Information Services Corp, acquired Cloudvirga

synopsis: Stewart Information Services Corporation, announced its acquisition of Cloudvirga, a leading fintech company powering digital mortgages, adding an industry-leading customer engagement technology platform to the Stewart family.
buyer: Stewart Information Services Corp (STC:$3,080.85)
Stewart is a global real estate services company, offering products and services through their direct operations, network of Stewart Trusted Providers™ and family of companies. They offer the comprehensive service, deep expertise and solutions our customers need for any real estate transaction. "
target: Cloudvirga
Founded by industry experts in 2016, Cloudvirga is a customer engagement platform and digital origination platform that powers Lenders, Originators and Brokers while also automating back office tasks.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/22/2019 via BNC Analysis

New Capital Partners, acquired ARMCO

synopsis: New Capital Partners (NCP), a private equity firm in Birmingham, Ala., has partnered with Pompano Beach, Fla.-based ACES Risk Management Corp. (ARMCO), the leader in web-based quality assurance software for the financial services industry. ARMCO provides range of mortgage quality control, compliance and transaction risk management technologies.
buyer: New Capital Partners
New Capital Partners (NCP) is a private equity firm comprised of former operators headquartered in Birmingham, Ala. NCP makes investments in niche, tech-enabled services companies in the healthcare, financial and business services industries. "
target: ARMCO
Over half of the top 20 mortgage lenders in the U.S. choose ACES Risk Management (ARMCO) as their provider for transaction risk management software. ARMCO’s product line includes loan quality enterprise software, services, data and analytics.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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Matching Companies
Ticker: CDLX
 
 
 
 
 
 
 
 
Cardlytics, Inc.
Cardlytics is a digital advertising platform. The company partners with financial institutions to run their banking rewards programs that promote customer loyalty and deepen banking relationships.
year
2020
rev ($mm)
$186.89
EBITDA ($mm)
($44.11)
EBIT ($mm)
($50.94)
Net Income ($mm)
Employees
471
  • drill down
  • watch
Ticker: LSE:GHT
 
 
 
 
 
 
 
 
Gresham Computing
Gresham Computing
Gresham Computing plc is a leading software and services company that specialises in providing real-time transaction control and enterprise data integrity solutions. Gresham’s Clareti software platform is designed to provide financial institutions with complete certainty in their data processing.
year
2020
rev ($mm)
$32.28
EBITDA ($mm)
$1.73
EBIT ($mm)
$0.98
Net Income ($mm)
Employees
141
  • drill down
  • watch
Ticker: CDLX
 
 
 
 
 
 
 
 
Cardlytics, Inc.
Cardlytics is a digital advertising platform. The company partners with financial institutions to run their banking rewards programs that promote customer loyalty and deepen banking relationships.
year
2020
rev ($mm)
$186.89
EBITDA ($mm)
($44.11)
EBIT ($mm)
($50.94)
Net Income ($mm)
Employees
471
  • drill down
  • watch
Ticker: BSE:539289
 
 
 
 
 
 
 
 
Aurum PropTech
Aurum PropTech
Aurum PropTech is a new-age software company in India. Aurum PropTech helps real estate companies to become more efficient and enhance customer experiences. They offer SaaS solutions for ERP, customer experience management, property management, and more.
year
2022
rev ($mm)
$2.04
EBITDA ($mm)
($2.03)
EBIT ($mm)
($2.39)
Net Income ($mm)
Employees
35
  • drill down
  • watch
Ticker: WSE:ALL)
 
 
 
 
 
 
 
 
Ailleron S.A.
Ailleron S.A.
Ailleron is a Polish technology company that delivers innovative solutions. Ailleron's flagship products include iLumio; a state-of-the-art system the provides hotel services at every stage of a guest's stay, and Livebank; a virtual bank branch solution that lets banks better engage with customers.
year
2020
rev ($mm)
$38.04
EBITDA ($mm)
$2.96
EBIT ($mm)
$1.05
Net Income ($mm)
$0.18
Employees
0
  • drill down
  • watch
Ticker: OTCPK:RSAS.F
 
 
 
 
 
 
 
 
RESAAS
RESAAS is a cloud-based social business platform for the real estate services industry. RESAAS' powerful Reblasts engine allows professionals to share their listings, their thoughts, and their invaluable knowledge to the RESAAS network, as well as other social networks.
year
2017
rev ($mm)
$0.36
EBITDA ($mm)
($5.51)
EBIT ($mm)
($4.87)
Net Income ($mm)
Employees
35
  • drill down
  • watch
Ticker: APPF
 
 
 
 
 
 
 
 
AppFolio
AppFolio creates comprehensive, easy-to-use, cloud-based business software solutions for vertical markets. AppFolio's products include cloud-based property management software (AppFolio Property Manager) and cloud-based legal practice management software (MyCase).
year
2020
rev ($mm)
$288.83
EBITDA ($mm)
$22.06
EBIT ($mm)
$13.39
Net Income ($mm)
$30.65
Employees
1370
  • drill down
  • watch
Ticker: TSE:4054
 
 
 
 
 
 
 
 
Nihon Jyoho Create
Nihon Jyoho Create
Nihon Jyoho Create is a leading real estate IT partner in Japan. Nihon Jyoho Create provides products and services to help real estate companies improve their business. They offer software solutions for homepage creation, property management, customer service, rental management, and more.
year
2021
rev ($mm)
$21.98
EBITDA ($mm)
$5.21
EBIT ($mm)
$4.79
Net Income ($mm)
$3.42
Employees
242
  • drill down
  • watch
Ticker: OB:ORN
 
 
 
 
 
 
 
 
Orn Software
Orn Software
Based in Norway, Ørn Software provides a digital platform that simplifies day-to-day operations for demanding businesses. The Software as a Service-solutions ensure efficient operations and maintenance throughout a wide variety of industries.
year
2021
rev ($mm)
$20.76
EBITDA ($mm)
$1.14
EBIT ($mm)
($1.88)
Net Income ($mm)
Employees
129
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
TATERU, Inc.
TATERU is a real estate technology company in Japan. Their TATERU Apartment app is an IoT apartment management solution. The platform allows users to manage apartments from anywhere and provides a one-stop solution for IoT apartment proposals and rent management.
year
2018
rev ($mm)
$716.09
EBITDA ($mm)
$9.52
EBIT ($mm)
$6.53
Net Income ($mm)
$7.44
Employees
505
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Fineos
Fineos
Ireland-based FINEOS is a market leader in core systems for life, accident, and health insurance carriers globally. The FINEOS Platform, powered by Amazon Web Services, provides customers full end to end core administration for group, voluntary, and individual across life, accident, and health.
year
2020
rev ($mm)
$121.48
EBITDA ($mm)
($8.38)
EBIT ($mm)
($3.72)
Net Income ($mm)
Employees
1000
  • drill down
  • watch
Ticker: ASX:HUB
 
 
 
 
 
 
 
 
Hub24 Pty. Ltd.
Hub24 Pty. Ltd.
HUB24's award-winning investment and superannuation platform offers a comprehensive range of investment options, including superior administration, transaction and reporting solutions, for individuals, companies, trusts, associations and self-managed super funds.
year
2016
rev ($mm)
$32.55
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: ASX:RKN
 
 
 
 
 
 
 
 
Reckon Limited
Reckon Limited
Reckon Limited (RKN) is an Australian publicly listed company well known as a leading provider of software solutions for accounting and bookkeeping professionals, as well as small to medium sized businesses, small office/home office users and personal wealth management.
year
2020
rev ($mm)
$54.95
EBITDA ($mm)
$9.52
EBIT ($mm)
$8.47
Net Income ($mm)
$5.93
Employees
118
  • drill down
  • watch
Ticker: ASX:TDY
 
 
 
 
 
 
 
 
thedocyard
thedocyard
thedocyard is a global leader in end-to-end transaction management solutions. thedocyard offers a cloud-based deal management platform that can manage the entire lifecycle of any corporate or commercial transaction. The platform enables advisers to run and execute every stage of a deal in one place.
year
2020
rev ($mm)
$0.49
EBITDA ($mm)
($1.70)
EBIT ($mm)
($1.74)
Net Income ($mm)
Employees
880
  • drill down
  • watch
Ticker: HLSE:HEEROS
 
 
 
 
 
 
 
 
Heeros Plc
Heeros Plc
Heeros is a Finnish software company specialising in cloud-based financial administration solutions. Its solutions cover all the basic tasks of financial administration, from scanning paper invoices to processing and archiving purchase and sales invoices and travel receipts.
year
2021
rev ($mm)
$10.03
EBITDA ($mm)
$0.69
EBIT ($mm)
$0.63
Net Income ($mm)
$0.43
Employees
79
  • drill down
  • watch