Like The ASTEC Group

closed 10/12/2007 via BusinessWire

SunGard Data Systems Inc., acquired The ASTEC Group

synopsis: SunGard has acquired The ASTEC Group, a specialist research consultancy and provider of information products and analytics on securities finance. The acquisition, the terms of which were not disclosed, is not expected to have a material impact on SunGard’s financial results.
buyer: SunGard Data Systems Inc.
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. "
target: The ASTEC Group
The ASTEC Consulting Group, Inc., a research company, provides information and analysis on securities finance, secured lending, and transitional economies. The company offers market models and peer review tools to analyze risks, returns, fees, and service quality.
price ($mm)
rev ($mm)
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closed 2/21/2008 via BusinessWire

Oliver Wyman, acquired Celent

synopsis: Oliver Wyman, a leading international management consulting firm, announced today it has acquired Celent. Celent is a research and consulting firm focused on the global financial services industry. Celent’s operations will become a separate unit in Oliver Wyman’s financial services practice.
buyer parent: Marsh & McLennan Cos. Inc.
buyer: Oliver Wyman
With more than 2,500 professionals in over 40 cities around the globe, Oliver Wyman is the leading management consulting firm that combines deep industry knowledge with specialized expertise in strategy, operations, risk management, organizational transformation, and leadership development. "
target: Celent
Celent is an independent, self-financed, and profitable firm dedicated to providing unbiased information and advice to financial services firms. Celent's analyst team is organized by financial services industry vertical: Banking, Securities & Investments, as well as Insurance.
price ($mm)
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closed 4/1/2005 via PR Newswire

Standard & Poor's Financial Information Group, acquired Vista Research, Inc.

synopsis: Standard & Poor's, a division of The McGraw-Hill Companies, today announced that it has completed its previously announced acquisition of Vista Research, Inc., a leading provider of primary research. Terms were not disclosed.
buyer parent: The McGraw-Hill Companies, Inc.
buyer: Standard & Poor's Financial Information Group
Standard & Poor's, a division of The McGraw-Hill Companies, is the world's foremost provider of financial market intelligence, including independent credit ratings, indices, risk evaluation, investment research and data. "
target: Vista Research, Inc.
Vista Research, Inc. provides institutional money managers and hedge funds with access to a broad network of top-quality industry practitioners who share fresh, field-level insights with Vista's clients.
price ($mm)
$34
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/17/2019 via Market Watch

Equistone Partners Europe, will acquire Moody's Analytics Knowledge Services

synopsis: Moody's Corp. has agreed to sell its Moody's Analytics Knowledge Services business to Equistone Partners Europe Ltd, a private-equity firm. Moody’s Analytics Knowledge Services is a leading provider of high-value research, analytics and business intelligence to the financial services sector. They are based in London, UK.
buyer: Equistone Partners Europe
Equistone Partners Europe is an independent investment firm that invests as a strategic partner alongside management teams. In each of their markets they look for strong businesses with the potential to grow, supported by their capital and guided by their experience. "
target parent: Moody's Corporation
target: Moody's Analytics Knowledge Services
Based in London, UK, Moody’s Analytics Knowledge Services is a leading provider of high-value research, analytics and business intelligence to the financial services sector.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/6/2013 via PE Hub

Asset International, Inc., will acquire Investor Economics

synopsis: Asset International, which is backed by Austin Ventures, is buying Investor Economics. The deal is valued at $20 million to $25 million. Investor Economics, of Toronto, provides business intelligence data and research for Canadian banks, asset managers and brokerages.
buyer parent: Austin Ventures, L.P.
buyer: Asset International, Inc.
Asset International is a B2B information and technology company in the finance vertical which is transforming smaller traditional companies it has acquired into a high growth global business with a diverse set of new revenue streams: electronic data, tools, online media, research, and events. "
target: Investor Economics
Investor Economics is a research firm that specializes in the fact-based measurement and analysis of Canada’s retail financial services and wealth management industry.
price ($mm)
$20
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/1/2012 via BNC Analysis

Crisil Limited, will acquire Coalition Development Ltd

synopsis: Crisil has entered into an agreement to buy UK-headquartered Coalition Development Ltd. Coalition provides high-end analytics, mainly to leading global investment banks.
buyer parent: The McGraw-Hill Companies, Inc.
buyer: Crisil Limited
CRISIL is India's leading Ratings, Research, Risk and Policy Advisory Company. CRISIL's majority shareholder is Standard & Poor's. The company offers domestic and international customers a unique combination of local insights and global perspectives. "
target: Coalition Development Ltd
Coalition provides high-end analytics, mainly to leading global investment banks. At Coalition, they believe their fundamental mission is to enable and inform the strategic business development of the world’s most advanced commercial entities.
price ($mm)
$45
rev ($mm)
$12
EBITDA ($mm)
EV / rev
3.6x
EV / EBITDA
closed 4/5/2012 via BusinessWire

Envestnet, Inc., acquired Prima Capital Holding, Inc.

synopsis: Envestnet, Inc., announced the completion of its acquisition of Prima Capital Holding, Inc., a provider of investment manager due diligence, research applications, asset allocation modeling and multi-manager portfolios to the wealth management and retirement industries.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of technology-enabled wealth management solutions to financial advisors. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. "
target parent: Broadridge Financial Solutions, Inc.
target: Prima Capital Holding, Inc.
Prima Capital Holding, Inc. is a leading provider of due diligence, research applications, asset allocation modeling, and multi-manager portfolios to the wealth management and retirement industries.
price ($mm)
$14
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/21/2009 via Company Press Release

Guidepoint Global, LLC., acquired Vista Research, Inc.

synopsis: The McGraw-Hill Companies announced the sale of Vista Research Inc., to Guidepoint Global, LLC, a leading provider of primary research services to investors around the world.
buyer: Guidepoint Global, LLC.
Established in 2003 as Clinical Advisors, Guidepoint Global is a global consulting and research firm that delivers superior, customized expertise and research tools to professionals in finance, professional services and industry. "
target parent: The McGraw-Hill Companies, Inc.
target: Vista Research, Inc.
Vista Research, Inc. provides institutional money managers and hedge funds with access to a broad network of top-quality industry practitioners who share fresh, field-level insights with Vista's clients.
price ($mm)
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closed 11/14/2011 via Wall Street Journal

Moody's Corporation, acquired Copal Partners

synopsis: Moody's Corporation announced that it has acquired a majority stake in the companies of Copal Partners. Copal's companies are among the world's leading providers of outsourced research and analytical services to institutional customers. Services provided include due diligence support, industry and company analyses, and more.
buyer: Moody's Corporation (MCO:$5,371.00)
Moody's Corporation is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: Copal Partners
Copal Partners' companies are among the world's leading providers of outsourced research and analytical services to institutional customers. They provide a range of services to leading institutional investors, investment banks, private equity firms, hedge funds and corporations globally.
price ($mm)
rev ($mm)
$50
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
announced 10/27/2010 via BusinessWire

MF Global Holdings Ltd, will purchase Washington Research Group from Concept Capital

synopsis: Concept Capital, a leading institutional broker and total solutions provider for global investment managers, announced that it has entered into an agreement to sell its Washington D.C. based research division, the Washington Research Group, to MF Global Holdings Ltd.
buyer: MF Global Holdings Ltd (MF:$2,233.57)
MF Global provides a range of services and support for a diverse client base that includes institutions, corporations and government entities, introducing brokers and other industry professionals, and individual investors and traders. "
seller parent: Sanders Morris Harris Group Inc.
seller: Concept Capital
Washington Research Group is a 15-member policy analyst team providing institutional investors with insights about the impact of Washington policy on their investment decisions. The team's clients include the largest mutual funds and hedge funds in the country.
price ($mm)
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closed 9/22/2010 via PR Newswire

Irevna, acquired Pipal Research Corporation

synopsis: Irevna, a division of Standard & Poor's subsidiary, CRISIL, will be expanding its capabilities through the acquisition of Pipal Research Corporation, a leading analytical outsourcing company. The acquisition further cements Irevna's leadership position as a global provider of high-end research and analytical off-shoring services.
buyer parent: The McGraw-Hill Companies, Inc.
buyer: Irevna
Irevna is a leading high-end research and analytical services provider for investment banks, insurance companies, asset management firms and other financial institutions. "
target: Pipal Research Corporation
Pipal Research is a leading custom research firm delivering the highest quality financial and business research and quantitative analytics to organizations worldwide. Pipal brings value to its clients through high quality research and analysis that helps solve complex business problems.
price ($mm)
$13
rev ($mm)
$8
EBITDA ($mm)
EV / rev
1.6x
EV / EBITDA
closed 3/1/2006 via PR Newswire

Morningstar, Inc., acquired Ibbotson Associates

synopsis: Morningstar, Inc., a leading provider of independent investment research, today announced it has completed its previously announced acquisition of Ibbotson Associates, a leading provider of asset allocation research and services, for approximately $83 million in cash, subject to adjustments for working capital and other items.
buyer: Morningstar, Inc. (MORN:$1,244.10)
Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, and commodities, in addition to foreign exchange and Treasury markets. "
target: Ibbotson Associates
Ibbotson Associates was founded by Professor Roger Ibbotson in 1977. The company's business lines include investment advice; investment consulting and research; planning and analysis software; educational and marketing services; and a widely used line of NASD-reviewed presentation materials.
price ($mm)
$83
rev ($mm)
$42
EBITDA ($mm)
$3
EV / rev
2.0x
EV / EBITDA
24.4x
announced 11/20/2018 via Company Press Release

AllianceBernstein L.P., will acquire Autonomous Research LLP

synopsis: Autonomous Research, UK's leading independent research provider on financial institutions globally, servicing clients with high quality research and execution capabilities across the capital structure, will be acquired by AllianceBernstein, a leading global investment management firm.
buyer parent: AXA Group
buyer: AllianceBernstein L.P. (AB:$228.88)
AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals and private wealth clients in major world markets. "
target: Autonomous Research LLP
UK's Autonomous Research is the leading independent research provider on financial institutions globally, servicing clients with high quality research and execution capabilities across the capital structure. It has built the leading voice in the Fintech space via its Autonomous NEXT brand.
price ($mm)
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closed 11/1/2010 via Market Wire

Thomson Reuters, acquired Highline Financial, LLC

synopsis: Thomson Reuters announced it acquired Highline Financial, a financial information and analytics provider focused on the US banking sector. The acquisition supports Thomson Reuters strategy of providing timely, accurate and high quality information by expanding its offering to include differentiated financial content and analytics.
buyer: Thomson Reuters (TRI:$5,921.00)
Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. They combine industry expertise with innovative technology to deliver critical information to leading decision makers. "
target parent: Spire Capital Partners, L.P.
target: Highline Financial, LLC
Highline Financial is the preferred source of banking information and analytics with decades of experience serving the financial industry.
price ($mm)
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EV / EBITDA
closed 8/6/2019 via BusinessWire

Center for Financial Research and Analysis, acquired First Bridge Data LLC

synopsis: CFRA, one of the world’s largest providers of independent research, announced that it has acquired First Bridge Data LLC, a company that provides institutional quality data and analytics on Exchange Traded Funds (ETFs) that saves time on research and generates insight.
buyer: Center for Financial Research and Analysis
CFRA (Center for Financial Research and Analysis) is the world’s largest provider of institutional-grade independent equity research. Through fundamental equity and fund research, CFRA empowers investment professionals, advisors and risk managers with actionable ideas and proven results. "
target: First Bridge Data LLC
First Bridge provides institutional quality data & analytics on Exchange Traded Funds (ETFs) that saves time on research and generates insight.
price ($mm)
rev ($mm)
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closed 12/14/2015 via BusinessWire

Intercontinental Exchange, Inc., acquired Interactive Data Corporation

synopsis: Intercontinental Exchange, the leading global network of exchanges and clearing houses, announced it has completed its acquisition of Interactive Data Corporation, a leading provider of financial market data, analytics and related trading solutions from Silver Lake and Warburg Pincus, a leading global private equity firm.
buyer: Intercontinental Exchange, Inc. (ICE:$5,588.00)
Intercontinental Exchange (NYSE:ICE) operates the leading network of regulated exchanges and clearing houses. ICE’s futures exchanges and clearing houses serve global commodity and financial markets, providing risk management and capital efficiency. "
target parent: Warburg Pincus
target: Interactive Data Corporation
Interactive Data Corporation (“IDC”) is a trusted leader in financial information. IDC’s offerings support clients around the world with mission-critical functions, including portfolio valuation, regulatory compliance, risk management, electronic trading and wealth management.
price ($mm)[EV]
$5,265 [$7,450]
rev ($mm)
$940
EBITDA ($mm)
$332
EV / rev
7.9x
EV / EBITDA
22.5x
announced 1/5/2015 via GlobeNewswire

NASDAQ OMX, will acquire Dorsey Wright & Associates, Inc.

synopsis: Nasdaq announced that it will acquire Dorsey, Wright & Associates, LLC, a market leader in data analytics, passive indexing and smart beta strategies. DWA will add to Nasdaq's robust index portfolio, bringing model-based strategies and analysis to support the financial advisor community.
buyer: NASDAQ OMX (NasdaqGS:NDAQ:$5,230.00)
Nasdaq is a leading provider of trading, exchange technology, information and public company services. Nasdaq enables customers to plan, optimize and execute their business vision with confidence, using proven technologies that provide transparency and insight for navigating global capital markets. "
target parent: Falfurrias Capital
target: Dorsey Wright & Associates, Inc.
Dorsey, Wright & Associates (DWA) is an independent and privately owned registered investment advisory firm. Since its founding in 1987 by Tom Dorsey and Watson Wright, Dorsey Wright has been a leading advisor to Wall Street and investment managers worldwide.
price ($mm)
$225
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/3/2014 via BusinessWire

Evercore Partners Inc., acquired ISI Group, Inc.

synopsis: Evercore announced that it has acquired the operating businesses of ISI International Strategy & Investment (“ISI”). ISI is a leading independent research-driven equity sales and agency trading firm. ISI is a full service broker-dealer offering macro and fundamental research, sales and trading.
buyer: Evercore Partners Inc. (EVR:$1,004.73)
Evercore Partners is a leading independent investment banking advisory firm. Evercore’s Investment Banking business advises its clients on mergers, acquisitions, divestitures, restructurings, financings, public offerings, private placements and other strategic transactions. "
target: ISI Group, Inc.
ISI is a leading independent research-driven equity sales and agency trading firm. ISI strives to be the Street’s best investment research resource for their clients' money management performance. ISI is a full service broker-dealer offering macro and fundamental research, sales and trading.
price ($mm)
$132
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/11/2013 via BusinessWire

Copal Partners, will acquire Amba Research

synopsis: Moody's Corporation announced that it has acquired Amba Investment Services, a provider of investment research and quantitative analytics for global financial institutions. Amba will operate as part of Moody’s Analytics majority-owned subsidiary, Copal Partners.
buyer parent: Moody's Corporation
buyer: Copal Partners
Copal Partners' companies are among the world's leading providers of outsourced research and analytical services to institutional customers. They provide a range of services to leading institutional investors, investment banks, private equity firms, hedge funds and corporations globally. "
target: Amba Research
Amba Research provides investment research and analytics support services to the global capital markets industry. Over 70 companies, including 6 of the top 15 global asset managers and 6 of the top 15 global investment banks, use Amba to differentiate and outperform.
price ($mm)
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closed 11/16/2011 via PE Hub

Falfurrias Capital, acquired Dorsey Wright & Associates, Inc.

synopsis: Falfurrias Capital Partners, a Charlotte-based private equity firm, announced it has invested as a strategic partner in Dorsey Wright & Associates, a Richmond, Va.-based provider of technical investment research and money management products.
buyer: Falfurrias Capital
Falfurrias Capital Partners is a Charlotte-based private equity investment firm that acquires or invests in lower, middle-market businesses. The firm is focused on making private equity investments in a diverse portfolio of companies operating in the eastern United States. "
target: Dorsey Wright & Associates, Inc.
Dorsey Wright & Associates (DWA) provides technical research services to the financial services industry and individuals. DWA strives to supply the resources, technology and support necessary for a stock broker, money manager or individual investor to become a true craftsman in investing.
price ($mm)
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closed 10/12/2007 via BusinessWire

SunGard Data Systems Inc., acquired The ASTEC Group

synopsis: SunGard has acquired The ASTEC Group, a specialist research consultancy and provider of information products and analytics on securities finance. The acquisition, the terms of which were not disclosed, is not expected to have a material impact on SunGard’s financial results.
buyer: SunGard Data Systems Inc.
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. "
target: The ASTEC Group
The ASTEC Consulting Group, Inc., a research company, provides information and analysis on securities finance, secured lending, and transitional economies. The company offers market models and peer review tools to analyze risks, returns, fees, and service quality.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/7/2016 via Company Press Release

Vista Equity Partners, will acquire SunGard Public Sector

synopsis: Fidelity Information Services, a leader in financial services technology, announced it has signed a definitive agreement to sell its SunGard Public Sector and Education businesses to Vista Equity Partners. The transaction is expected to close in the first quarter of 2017, subject to required regulatory approvals and customary closing conditions.
buyer: Vista Equity Partners
Vista Equity Partners, a U.S.-based private equity firm with offices in Austin, Chicago and San Francisco, with over $26 billion in cumulative capital commitments, currently invests in software, data and technology-based organizations led by world-class management teams with long-term perspective. "
target parent: Fidelity National Financial
target: SunGard Public Sector
SunGard Public Sector products include public administration and public safety and justice software applications, as well as cloud-based services.
price ($mm)
$850
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/18/2015 via Company Press Release

SilverLake Axis Limited, will acquire SunGard Ambit (Singapore) Pte. Ltd.

synopsis: Singapore-listed Silverlake Axis has reached a deal to buy local firm SunGard Ambit (Singapore) Pte. Ltd. (previously known as System Access Limited). SunGard Ambit (Singapore) (SAS) is a banking software provider that caters to customers in the Asia Pacific, Middle East, South Asia and Eastern Europe.
buyer: SilverLake Axis Limited (SGX:5CP:$141.53)
Silverlake Axis Ltd (SAL) is a leading provider of digital economy solutions and services for major organisations in Banking, Insurance, Payments, Retail and Logistics industries. "
target parent: SunGard Data Systems Inc.
target: SunGard Ambit (Singapore) Pte. Ltd.
SunGard Ambit (Singapore) (SAS) is a banking software provider that caters to customers in the Asia Pacific, Middle East, South Asia and Eastern Europe.
price ($mm)
$12
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/30/2015 via BusinessWire

FIS, acquired SunGard Data Systems Inc.

synopsis: FIS, a global leader in banking and payments technology as well as consulting and outsourcing solutions, announced the closing of its acquisition of SunGard, one of the world's leading financial software and technology services companies.
buyer parent: Fidelity National Financial
buyer: FIS (FIS:$9,241.00)
FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk & compliance, consulting and outsourcing solutions. FIS serves more than 20,000 clients in over 130 countries. "
target: SunGard Data Systems Inc.
SunGard is one of the world's leading financial software companies, with annual revenue of $2.8 billion. They provide solutions for financial services, the public sector and education.
price ($mm)[EV]
$4,959 [$9,100]
rev ($mm)
$2,841
EBITDA ($mm)
$588
EV / rev
3.2x
EV / EBITDA
15.5x
closed 6/12/2015 via PR Newswire

SunGard Public Sector, acquired CRW Systems, Inc.

synopsis: SunGard Public Sector announced that it has acquired San Diego based CRW Systems, Inc. ("CRW"). CRW is a leading developer of solutions that help local government agencies manage community development.
buyer parent: SunGard Data Systems Inc.
buyer: SunGard Public Sector
SunGard Public Sector products include public administration and public safety and justice software applications, as well as cloud-based services. "
target: CRW Systems, Inc.
CRW Systems, Inc. has been developing government software solutions to improve the way agencies do business. The TRAKiT e-government solution is their modular, integrated approach to local government software solutions.
price ($mm)
rev ($mm)
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announced 2/4/2015 via Company Press Release

SunGard Data Systems Inc., will acquire Energeya S.r.l.

synopsis: SunGard has announced that it has agreed to acquire the entire share capital of Energeya S.R.L., a provider of high-performance software solutions that support core processes across the energy management value chain for the European gas and power industry.
buyer: SunGard Data Systems Inc.
SunGard is one of the world’s leading software and technology services companies, with annual revenue of about $2.8 billion. SunGard provides software and processing solutions for financial services, education and the public sector. "
target: Energeya S.r.l.
Energeya solutions for energy companies and for high-volume energy consumers automate the whole energy management value chain focusing on forecasting, trading, supply and optimization management, planning, risk, portfolio management and settlement for power, gas, oil, CO2 and renewables commodities.
price ($mm)
rev ($mm)
EBITDA ($mm)
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closed 2/19/2014 via BNC Analysis

BlackFin Capital Partners, acquired GP3 and Decalog

synopsis: Private equity firm BlackFin has acquired GP3 and Decalog, two software solutions providers dedicated to the asset management and asset servicing industry, from SunGard. GP3 is a fund accounting, valuation and reporting software and Decalog is a middle-office, front-office and compliance software.
buyer: BlackFin Capital Partners
BlackFin Capital Partners is authorized by the Autorité des Marchés Financiers (AMF) to engage in private equity activities and the management of private equity funds (FCPRs) on behalf of qualified institutional investors. "
target parent: SunGard Data Systems Inc.
target: GP3 and Decalog
GP3 is a fund accounting, valuation and reporting software and Decalog is a middle-office, front-office and compliance software. They are both used by the asset management and asset servicing industry.
price ($mm)
rev ($mm)
$50
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 10/30/2013 via PR Newswire

Delta Data Software, purchased 22c2 Services from SunGard Data Systems Inc.

synopsis: Delta Data Software, Inc., a provider of software solutions, announces that it has completed the acquisition of the 22c2 Services solution of SunGard Data Systems Inc., a leading global software and technology services company.
buyer: Delta Data Software
Delta Data is focused on solving complex challenges in the financial services industry with a 28-year legacy of delivering expertise and proven software solutions and services by handling daily processing and data management complexities for mutual funds and other pooled investment products. "
seller: SunGard Data Systems Inc.
SunGard Data Systems' SunGard Global Network 22c-2 Services provide an organization with a complete solution for managing the regulatory requirements of Rule 22c-2. Delivered over a single, web-based interface, SGN's 22c-2 Services combine secure data storage, analytics and administrative tools.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/7/2013 via Company Press Release

SunGard Data Systems Inc., acquired XcitekSolutionsPlus, LLC

synopsis: SunGard has acquired XcitekSolutionsPlus, LLC (XSP). XSP offers a range of deployed, hosted and SaaS-based solutions that help automate the corporate actions processing lifecycle, including data sourcing and cleansing, position monitoring, notification and response and entitlement processing.
buyer: SunGard Data Systems Inc.
SunGard Data Systems is one of the world's leading software and technology services companies. SunGard provides software and processing solutions for financial services, higher education and the public sector. "
target: XcitekSolutionsPlus, LLC
Xcitek’s market data offerings include Corporate Actions, Municipal Actions, Cost Basis, Class Actions, Securities Payments, and other financial data. It serves over 2,000 institutional clients worldwide, directly and through its distributors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/10/2012 via PR Newswire

SunGard Data Systems Inc., purchased Pilot Software from TOBAM

synopsis: SunGard, one of the world's leading software and technology services companies, has acquired the Pilot software solution from TOBAM, a Paris, France-based asset management firm. Pilot is a comprehensive solution developed and used by portfolio managers.
buyer: SunGard Data Systems Inc.
SunGard Data Systems is one of the world's leading software and technology services companies. SunGard provides software and processing solutions for financial services, higher education and the public sector. "
seller: TOBAM
TOBAM is an asset management firm established in Paris, France registered and authorized by Autorité des Marchés Financiers (“AMF”) – the French Markets Authority. TOBAM is also an SEC registered investment adviser.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/3/2011 via PR Newswire

SunGard Data Systems Inc., acquired Northern Arch Solutions Ltd

synopsis: SunGard has completed the acquisition of Northern Arch's 42 solution, a global leasing and financing process management solution. This acquisition creates a new business within SunGard for asset finance and leasing, combining product development, sales, delivery and implementation.
buyer: SunGard Data Systems Inc.
SunGard Data Systems is one of the world's leading software and technology services companies. SunGard provides software and processing solutions for financial services, higher education and the public sector. "
target: Northern Arch Solutions Ltd
Northern Arch provides asset finance, fleet and lease management software. The company's software solutions are aimed at providing enhanced communication, improved customer service, and integration both within and outside an organisation.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/9/2012 via PR Newswire

SunGard Data Systems Inc., acquired Syntesys Group

synopsis: SunGard, one of the world's leading software and technology services companies, has completed its acquisition of Syntesys, a European SWIFT service bureau and network of business and technical experts dedicated to serving the SWIFT community.
buyer: SunGard Data Systems Inc.
SunGard Data Systems is one of the world's leading software and technology services companies. SunGard provides software and processing solutions for financial services, higher education and the public sector. "
target: Syntesys Group
Syntesys Group is the first European network of business and technical experts fully dedicated to serving the SWIFT community. Syntesys has a proven track record in providing end-to-end professional services and SWIFT-enabled solutions to over 150 customers in Europe since 1998.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/1/2011 via PR Newswire

SunGard Data Systems Inc., acquired Finace

synopsis: SunGard has acquired FINACE, a provider of securities lending and collateral management software, from Swisscom IT Services, part of leading Swiss telecommunications group Swisscom. FINACE offers a combination of solutions and specialist knowledge for securities finance and collateral management operations.
buyer: SunGard Data Systems Inc.
SunGard Data Systems is one of the world's leading software and technology services companies. SunGard provides software and processing solutions for financial services, higher education and the public sector. "
target parent: Swisscom
target: Finace
Finace is a provider of securities lending and collateral management software. Finace offers a combination of solutions and specialist knowledge for securities finance and collateral management operations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/23/2012 via BusinessWire

SunGard Higher Education merged with Datatel Inc.,

synopsis: Hellman & Friedman, Datatel+SGHE, and SunGard Data Systems announced that the transactions to combine the businesses of Datatel and SunGard Higher Education have closed. As a result, more than 3,000 employees will be dedicated exclusively to delivering solutions to education institutions in 40 countries.
buyer parent: Hellman & Friedman LLC
buyer: Datatel Inc.
Datatel provides technology solutions and professional business services to higher education institutions throughout North America. More than five million traditional, lifelong, and distance learners touch Datatel products daily as they consider and manage their educational options. "
target parent: SunGard Data Systems Inc.
target: SunGard Higher Education
Sungard Higher Education, Inc. provides software, systems integration, strategic consulting, and technology management services to colleges and universities. The company offers administrative solutions, including ERP, student information, financial management, financial aid, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/3/2011 via Company Press Release

SunGard Data Systems Inc., acquired PredictiveMetrics Inc.

synopsis: SunGard announced that it has acquired PredictiveMetrics, a provider of predictive scoring and analytical services for trade credit, debt collections, utilities and other markets. PredictiveMetrics’ core services around credit and collection analyses will become part of SunGard’s AvantGard Receivables solution.
buyer: SunGard Data Systems Inc.
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. "
target: PredictiveMetrics Inc.
PredictiveMetrics is a global leader in providing predictive scoring and analytical decision solutions using advanced statistical techniques for credit, collections and debt recovery collections. PredictiveMetrics’ decision technology spans many industries, types of financing, and ages of debt.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/23/2010 via Company Press Release

Capita Group plc, acquired SunGard Public Sector Holdings Ltd

synopsis: The Capita Group Plc announces that it has acquired SunGard Public Sector Holdings Ltd ('SPS UK') for a consideration of £86 million. SPS UK, a UK business of US-headquartered SunGard Data Systems Inc., is a supplier of ICT, radio network services and communication systems to the emergency services and to central and local government.
buyer: Capita Group plc (LSE:CPI:$4,577.42)
A leading business process outsourcing firm, Capita operates more than 200 offices in the UK and Ireland. The company's services include such business-related help as customer service, human resource management, and information technology. "
target parent: SunGard Data Systems Inc.
target: SunGard Public Sector Holdings Ltd
SunGard Public Sector Holdings Ltd provides software solutions and consulting services that are designed to meet the specialized needs of city and county governments; public safety and justice agencies; not-for-profit organizations; and school districts in the UK.
price ($mm)
$132
rev ($mm)
$170
EBITDA ($mm)
EV / rev
0.8x
EV / EBITDA
closed 10/7/2010 via PR Newswire

SunGard Data Systems Inc., acquired Mindwell

synopsis: SunGard announced that it has acquired Swedish financial technology consulting services firm Mindwell. The acquisition will strengthen SunGard's capital markets expertise in Sweden, Switzerland and the Netherlands.
buyer: SunGard Data Systems Inc.
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. "
target: Mindwell
Mindwell is a Swedish financial technology consulting company providing Business Consulting, Integration and Implementation services for banks and financial institutions engaged in buy- and sell side activities.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/22/2010 via Company Press Release

SunGard Data Systems Inc., acquired Fox River Execution

synopsis: SunGard has acquired Fox River Execution, a leading broker dealer that provides algorithmic trading technology and execution solutions to institutional firms trading equities and exchange-traded funds (ETFs). Fox River Execution will augment SunGard’s ability to provide customizable algorithmic trading solutions to help customers.
buyer: SunGard Data Systems Inc.
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. "
target: Fox River Execution
Fox River Execution’s suite of execution products was developed to address the unique needs of the institutional trader. It blends the human logic of a professional trader with the precise mathematical formulas imbedded in Fox River’s proprietary models.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/5/2010 via PR Newswire

SunGard Data Systems Inc., acquired Inmatrix, Inc.

synopsis: SunGard announced that it has acquired Inmatrix, a leading provider of credit risk analysis and business forecasting solutions. Inmatrix offers two credit management solutions: Optimist, which helps evaluate the credit worthiness of borrowers; and Portfolio Strategist, which helps banks develop a portfolio view of their exposure.
buyer: SunGard Data Systems Inc.
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. "
target: Inmatrix, Inc.
Inmatrix is a global leader in credit risk analysis and business forecasting solutions that enable banks to lower their risk, to generate more revenue, to build meaningful relationships and to make accurate lending decisions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/2/2009 via BNC Analysis

SunGard Data Systems Inc., acquired Genix Systems AG

synopsis: SunGard has strengthened its position in the Swiss private banking sector by acquiring Genix Systems, a small Zurich-based provider of customer information systems to small and medium-sized banks.
buyer: SunGard Data Systems Inc.
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. "
target: Genix Systems AG
Genix Systems is a small Zurich-based provider of customer information systems to small and medium-sized banks.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/11/2008 via BusinessWire

FolioDynamix, acquired SunGard Advisor Technologies

synopsis: Privately held FolioDynamix, a driver of innovation in unified managed accounts technology and services, announced its acquisition of SunGard Advisory Technologies Inc., a provider of investment management programs and wealth management platform solutions to financial services organizations nationwide.
buyer: FolioDynamix
FolioDynamix is an established leader in the fast growing managed account industry. Its FDx platform is a configurable, thin-client application with tools to manage a portfolio through the lifecycle of an account, including a fully proprietary tax lot. "
target parent: SunGard Data Systems Inc.
target: SunGard Advisor Technologies
SunGard Advisor Technologies, Inc. provides investment management programs and wealth management platform solutions for the financial services organizations. It offers Web-based asset consulting programs and back-office services for financial advisors and institutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/30/2015 via BusinessWire

FIS, acquired SunGard Data Systems Inc.

synopsis: FIS, a global leader in banking and payments technology as well as consulting and outsourcing solutions, announced the closing of its acquisition of SunGard, one of the world's leading financial software and technology services companies.
buyer parent: Fidelity National Financial
buyer: FIS (FIS:$9,241.00)
FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk & compliance, consulting and outsourcing solutions. FIS serves more than 20,000 clients in over 130 countries. "
target: SunGard Data Systems Inc.
SunGard is one of the world's leading financial software companies, with annual revenue of $2.8 billion. They provide solutions for financial services, the public sector and education.
price ($mm)[EV]
$4,959 [$9,100]
rev ($mm)
$2,841
EBITDA ($mm)
$588
EV / rev
3.2x
EV / EBITDA
15.5x
closed 2/15/2006 via BusinessWire

Capco, acquired FundClear Solutions LLP

synopsis: Capco, the global provider of integrated transformation consulting, business process outsourcing and reference data services for the financial services industry, today formally announced its acquisition of managed services company, FundClear Solutions LLP.
buyer parent: Symphony Technology Group
buyer: Capco
Capco is a leading global provider of integrated transformation services and solutions designed specifically for the financial services industry. "
target: FundClear Solutions LLP
FundClear has been working with Capco for some time to develop and validate its suite of services that offer hedge funds both an institutional quality operational infrastructure and real-time applications as a managed service.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/28/2003 via PR Newswire

LineData Services, purchased portfolio solutions assets targeted at the European market from Thomson Financial

synopsis: Linedata Services, a global leader in Financial IT services, announced that it has purchased the portfolio solutions assets targeted at the European market of Thomson Financial, an operating unit of The Thomson Corporation and leading provider of information and technology solutions to the worldwide financial community.
buyer: LineData Services (ENXTPA:LIN:$197.04)
Linedata Services is a major international provider of financial IT solutions that specializes in Asset Management, Savings and Insurance and Leasing and Credit Finance. As a sand services provider, and solution integrator, Linedata Services offers global solutions that are tailored to the world of "
seller parent: Thomson Reuters
seller: Thomson Financial
Thomson Financial, an operating unit of The Thomson Corporation, is a leading provider of information and technology solutions to the worldwide financial community. Today, Thomson Financial comprises four business units, each designed to serve our principal target markets.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/14/2005 via PR Newswire

Oracle Corporation, acquired i-Flex Solutions Limited

synopsis: Oracle today announced that it has completed its acquisition of Citigroup's interest in India's largest applications software company, i-flex solutions. Oracle now owns approximately 43 percent of the outstanding shares of i-flex. Charles Phillips, Oracle President, has joined the i-flex board of directors.
buyer: Oracle Corporation (ORCL:$39,766.00)
Oracle is the world's largest enterprise software company. The company is a leading provider of systems software, including database management, application development, and application server software. "
target: i-Flex Solutions Limited
price ($mm)[EV]
$1,142 [$1,294]
rev ($mm)
$262
EBITDA ($mm)
$69
EV / rev
4.9x
EV / EBITDA
18.7x
closed 12/16/2020 via PR Newswire

IBM, acquired Expertus

synopsis: IBM has acquired Montreal-based fintech company, Expertus Technologies Inc. Expertus is a pioneer in cloud solutions for the financial services industry. The acquisition strengthens IBM's portfolio as an end-to-end digital payments solution provider and further advances IBM's hybrid cloud and AI strategy.
buyer: IBM (IBM:$75,030.00)
IBM is a leading cloud platform and cognitive solutions company. Restlessly reinventing since 1911, they are the largest technology and consulting employer in the world. With Watson, the AI platform for business, powered by data, IBM is building industry-based solutions to real-world problems. "
target: Expertus
Montreal-based Expertus is a global leader in payment solutions. Expertus provides corporates and financial institutions with targeted software solutions and consulting services that reduce operational costs and risks.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/28/2020 via BusinessWire

Wipro Limited, will acquire Encore Theme Technologies

synopsis: Wipro Limited, a leading global information technology, consulting and business process services company, announced that it has signed a definitive agreement to acquire Encore Theme, a global banking and financial software solution provider of Finastra Products.
buyer: Wipro Limited (BSE:507685:$8,354.10)
Wipro Limited, based in India, is a leading global information technology, consulting and business process services company. The company harnesses the power of cognitive computing, hyper-automation, robotics, cloud, analytics, and emerging technologies to help its clients adapt to the digital world."
target: Encore Theme Technologies
Encore Theme is a global banking and financial software solution provider of Finastra Products. It is the fastest growing partner of Finastra across Middle East, Africa, India and Asia Pacific. It is also one of the largest Finastra partners for Trade Finance.
price ($mm)
$13
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/14/2019 via BusinessWire

Accenture, acquired Orbium

synopsis: Accenture, a global professional services company, has completed the acquisition of Orbium, a management consultancy and technology services provider to the financial services industry, headquartered in Switzerland.
buyer: Accenture (ACN:$44,730.27)
Accenture is a global professional services company, providing a range of services and solutions in strategy, consulting, digital, technology & operations. Accenture works at the intersection of business and technology to help clients improve their performance & create value for their stakeholders. "
target: Orbium
Orbium is the largest services provider for the Avaloq Banking Suite — a leader in digital and core banking software for the banking and wealth management industry, used by more than 150 banks and wealth managers worldwide.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/3/2018 via BNC Analysis

aurionPro Solutions, will acquire Neo.Bnk Pte. Ltd.

synopsis: Mumbai-based enterprise security company Aurionpro Solutions Ltd will acquire a 51% stake in Singapore-based banking technology firm Neo.Bnk Pte Ltd. Neo.Bnk allows banks to overcome challenges faced with new technology adoption, rapid IT transformation and agile delivery.
buyer: aurionPro Solutions (BSE:532668:$59.92)
Aurionpro Solutions is a global technology solutions leader that helps enterprises accelerate their digital innovation, securely and efficiently. It combines core domain expertise, thought leadership in innovation, security and leverages industry. "
target: Neo.Bnk Pte. Ltd.
Neo.Bnk was founded in April 2018 by Amit Sethi, who has over 20 years of experience in the banking sector. The company allows banks to overcome challenges faced with new technology adoption, rapid IT transformation and agile delivery.
price ($mm)
$1.10*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/14/2017 via BusinessWire

L&T Infotech, will acquire Syncordis SA

synopsis: Larsen & Toubro Infotech Ltd., a global technology consulting and digital solutions Company, announced it has signed definitive agreements to acquire Luxembourg based Syncordis S.A., a leading core banking implementation services provider, along with its identified subsidiaries in France, UK, Luxembourg and India.
buyer parent: Larsen & Toubro
buyer: L&T Infotech (:$1,414.16)
LTI is a global technology consulting and digital solutions company helping more than 250 clients succeed in a converging world. They go the extra mile for clients and accelerate their digital transformation with LTI’s Mosaic platform enabling their mobile, social, analytics, IoT and cloud journeys."
target: Syncordis SA
Syncordis SA provides business and IT consultancy focused exclusively on the Temenos digital Suites. Their implementation, helpdesk, monitoring and application support services help clients reduce risks, increase efficiency and enhance quality of their banking system.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/7/2017 via BusinessWire

Sopra Steria, acquired Galitt

synopsis: Sopra Steria , a European leader in digital transformation, announced that it has completed its acquisition of Galitt, a consulting and solutions development firm in the payment systems and secure transactions market.
buyer: Sopra Steria (ENXTPA:SOP:$5,053.57)
Sopra Steria, a European leader in digital transformation, provides one of the most comprehensive portfolios of end-to-end service offerings on the market: consulting, systems integration, software development, infrastructure management and business process services. "
target: Galitt
Galitt provides consulting and services for secure electronic transactions and payment systems. With its longstanding presence and wide range of complementary business lines and recognized expertise, Galitt guides its clients through the entire project life cycle.
price ($mm)
rev ($mm)
$37
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 2/17/2017 via BNC Analysis

Be Think, Solve, Execute S.p.A. Group, acquired PayStrat Solutions SL

synopsis: Be Group Think, Solve, Execute S.p.A. strengthens its presence in the Iberian region with the acquisition of 60% shares of Paystrat, consulting "boutique" based in Madrid and focused on payments, digital wallets and market intelligence.
buyer: Be Think, Solve, Execute S.p.A. Group (BIT:BET:$154.12)
Be Group provides Business Consulting, Information Technology and Process & Document Management services. A combination of specialist skills, advanced proprietary technologies and a wealth of experience enable the Group to create value and boost business growth for financial/insurance institutions. "
target: PayStrat Solutions SL
Paystrat is a consulting "boutique" based in Madrid and focused on payments, digital wallets and market intelligence. Paystrat is a niche advisory firm serving the major issuers and other payments industry players, around topics such as segmented strategies, wallet and mobile payments, and more.
price ($mm)
$0.19*
rev ($mm)
$1
EBITDA ($mm)
EV / rev
0.5x
EV / EBITDA
closed 6/2/2016 via BusinessWire

Chequers Capital, acquired FIME

synopsis: FIME, a world leader in certification consultancy and testing for secure electronic transactions, has been acquired from Orange by investment firm Chequers Capital. The new ownership framework will enable FIME to enhance its assertive expansion strategy to offer new services in emerging markets and increase its geographical presence globally.
buyer: Chequers Capital
Chequers Capital, founded in Paris in 1972, is one of the oldest private equity firms in Europe. Their team of twenty investment professionals invests in many sectors (majority or minority LBO, taken-private, growth capital transactions), with a particular appetite for carve-outs of large groups. "
target parent: Orange S.A.
target: FIME
FIME advances end-to-end transaction solutions and mobile services, enabling market security and interoperability. As an independent worldwide leader in consulting and testing services, FIME ensures the compliance of mobile devices and chip-based applications to industry standards.
price ($mm)
rev ($mm)
$51
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 4/6/2016 via Company Press Release

Wanke Associates, LLC, acquired CFC Technology Corporation, LLC

synopsis: Equipment finance company Wanke Associates LLC has acquired CFC Holdings, Inc. (dba CFC Technology). The company is a Remote Deposit Capture and banking software provider based in Brooklyn Park, Minnesota.
buyer: Wanke Associates, LLC
Wanke Associates has spent the last 15 years specializing in IT Consulting, Business Operations and Equipment Financing. Based in Minneapolis, MN they have customers all over the United States. Their client base has included fortune 500 corporations to small community businesses. "
target parent: Lakeview Equity Partners, LLC
target: CFC Technology Corporation, LLC
CFC Technology was born with an eye towards un-complicating the way credit unions and bankers utilize technology. Pioneering the concept of managed remote deposit capture (RDC) services, they were the first RDC provider to be CORE agnostic and offer customers and merchants a self-service portal.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/3/2016 via Reuters

Targit GmbH, acquired R&L AG

synopsis: Targit GmBH has acquired 55 percent share capital of R&L AG, a company in Germany specialised in consulting and IT solutions in payments sector and in particular on SWIFT. SWIFT is a messaging network that financial institutions use to securely transmit information and instructions through a standardized system of codes.
buyer parent: Be Think, Solve, Execute S.p.A. Group
buyer: Targit GmbH
Targit is a consulting and software company with a focus on the financial sector. Targit relies on a triple expertise with specialists, product and IT expertise. Implemented and applied by a team of specialists. "
target: R&L AG
R&L AG is a company in Germany specialised in consulting and IT solutions in payments sector and in particular on SWIFT. SWIFT is a messaging network that financial institutions use to securely transmit information and instructions through a standardized system of codes.
price ($mm)
$1.62*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/15/2016 via PR Newswire

IBM, acquired IRIS Analytics GmbH

synopsis: IBM, a global technology and innovation company, announced that it has acquired IRIS Analytics, a company specializing in real-time analytics to help combat payment fraud. IRIS provides a real-time fraud analytics engine that leverages machine learning to generate rapid anti-fraud models while also supporting the creation of ad-hoc models.
buyer: IBM (IBM:$75,030.00)
IBM offers a wide range of technology and consulting services; a broad portfolio of middleware for collaboration, predictive analytics, software development and systems management; and the world's most advanced servers and supercomputers. "
target: IRIS Analytics GmbH
IRIS Analytics provides technology and consultancy services to the payments industry to beat electronic payment fraud. It develops and markets the IRIS off-the-shelf fraud prevention platform which powers real-time fraud scoring across the full range of electronic payment channels.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/2/2014 via BusinessWire

Spire Payments Ltd., acquired Altius Plus

synopsis: Spire Payments, the fastest growing European POS solutions provider, announced the acquisition of Altius Plus, recognised experts in the development of payment applications, terminal management systems, loyalty schemes, ticketing solutions and client server-based architectures within the payments industry.
buyer: Spire Payments Ltd.
Spire Payments is an independent provider of point of sale hardware and software solutions and is one of the original pioneers of secure electronic payment systems, delivering real customer value and secure protection. "
target: Altius Plus
Altius Plus are recognised experts in the development of payment applications, terminal management systems, loyalty schemes, ticketing solutions and client server-based architectures within the payments industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/5/2010 via Company Press Release

Lakeview Equity Partners, LLC, acquired CFC Technology Corporation, LLC

synopsis: Lakeview Equity Partners, LLC, a Milwaukee-based private equity fund, has announced an investment in CFC Technology Corporation, LLC, Plymouth, Minn., which provides community banks and credit unions with technology consulting services and solutions.
buyer: Lakeview Equity Partners, LLC
Lakeview Equity Partners, LLC, is a $40 million-plus private equity fund that focuses on investments in traditional, Midwest-based, middle market companies. "
target: CFC Technology Corporation, LLC
CFC Technology Corporation, LLC provides RDC managed services to banks and small businesses. It offers cloud services, including hosted POD, business continuity planning, vendor management, and data backup and recovery.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/16/2020 via PR Newswire

Synechron Inc., acquired Attra Pty., Ltd.

synopsis: Synechron Inc. has acquired Attra, an Australia-based technology services and solutions provider focused on the banking, finance, and payments industries. Attra's comprehensive cards and payments services complement the digital, consulting, and technology services that Synechron currently provides for its clients.
buyer: Synechron Inc.
Synechron is a leading Digital Transformation Consulting firm for financial services, accelerating digital for financial institutions by providing innovative solutions to the financial services industry through three main business focus areas: Digital, Business Consulting, and Technology. "
target: Attra Pty., Ltd.
Attra is an Australian technology services and solutions provider in the banking, cards, and payment domains. Attra builds strategic partnerships with global players in the banking and financial service industry to provide consulting, application development, and quality engineering services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/20/2006 via BusinessWire

Accenture, acquired Random Walk Computing, Inc.

synopsis: Accenture has completed its previously announced acquisition of Random Walk Computing Inc., a technology consulting firm specializing in trading system applications, risk management systems and other technologies for banks, asset managers, exchanges and other financial services institutions.
buyer: Accenture (ACN:$44,730.27)
Accenture is a global management consulting, technology services and outsourcing company. Accenture collaborates with clients to help them become high performance businesses and governments. "
target: Random Walk Computing, Inc.
Random Walk is a business analysis and technology consulting services firm that delivers to clients including leading banks, electronic exchanges, asset management firms, hedge funds, insurance companies, and securities industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/22/2005 via BusinessWire

Wipro Limited, will acquire mPower Software Services, Inc.

synopsis: Wipro Limited announced that it has signed a definitive agreement to acquire mPower Inc, a Princeton, New Jersey, U.S. headquartered company with a development center in Chennai and MPACT Technology Services, based in Chennai, for an all cash consideration of $28 million.
buyer: Wipro Limited (BSE:507685:$8,354.10)
Wipro provides comprehensive IT solutions and services, including systems integration, information systems outsourcing, package implementation, software application development and maintenance, and research and development services to corporations globally. "
target: mPower Software Services, Inc.
mPower Software Services a global software services & technology consulting company that serves the IT needs of businesses in the financial services and payment processing space. mPower provides a full spectrum of software consulting services including application management, testing and more.
price ($mm)
$28
rev ($mm)
$18
EBITDA ($mm)
EV / rev
1.6x
EV / EBITDA

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Verisk Analytics, Inc.
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Employees
8960
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Ticker: 601519.SS
 
 
 
 
 
 
 
 
Shanghai Great Wisdom Co., Ltd.
Shanghai Great Wisdom Co., Ltd.
Great Wisdom provides services in the areas of financial database, real-time quotes transmission, real-time quotes reveal and investment analysis software, financial education system, information dissemination, Web and other areas of financial services platform.
year
2013
rev ($mm)
$92.77
EBITDA ($mm)
($76.41)
EBIT ($mm)
($68.57)
Net Income ($mm)
Employees
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Ticker: INIX.PK
 
 
 
 
 
 
 
 
iFinix Corporation
iFinix Corporation
Ifinix is a leading global provider of financial and business information to professionals and active individual investors. Building on a 20-year legacy of delivering time-sensitive financial information, Ifinix provides streaming, real-time market data, news and analytics.
year
2011
rev ($mm)
$0.54
EBITDA ($mm)
($0.26)
EBIT ($mm)
($0.27)
Net Income ($mm)
Employees
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Ticker: TSE:4483
 
 
 
 
 
 
 
 
JMDC Inc.
JMDC Inc.
JMDC Inc. offers information services. The Company provides medical data statistics, life insurance data statistics, health data platform management, and other services. JMDC provides its services throughout Japan.
year
2019
rev ($mm)
$91.75
EBITDA ($mm)
EBIT ($mm)
$13.68
Net Income ($mm)
$9.40
Employees
441
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Ticker: LSE:ERM
 
 
 
 
 
 
 
 
Euromoney Institutional Investor PLC
Euromoney Institutional Investor PLC
Euromoney Institutional Investor PLC is an international business-information group with more than 2,000 employees worldwide and a portfolio of over 30 businesses spanning price reporting, investment research, news and market analysis, and industry forums, institutes and events.
year
2020
rev ($mm)
$457.45
EBITDA ($mm)
$85.01
EBIT ($mm)
$45.70
Net Income ($mm)
$42.27
Employees
2420
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Ticker: XTRA:G6P
 
 
 
 
 
 
 
 
Going Public Media
Going Public Media
Going Public Media AG engages in the publishing and distribution of newspapers and magazines. It specializes in the publications on venture capital, private equity, corporate finance, and small and medium capital research. The company was founded in 1998 and is based in Wolfratshausen, Germany.
year
2015
rev ($mm)
$2.97
EBITDA ($mm)
$0.21
EBIT ($mm)
$0.09
Net Income ($mm)
$0.14
Employees
23
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Ticker: SZSE:300663
 
 
 
 
 
 
 
 
Client Service International Inc
Client Service International Inc
Based in China, Client Service International Inc. is a fintech company that specializes in finance High-tech enterprise for software product, application development, and consulting services. Their services include direct Internet banking, e-banking solutions, and online banking security solutions.
year
2018
rev ($mm)
$99.45
EBITDA ($mm)
$8.84
EBIT ($mm)
$8.55
Net Income ($mm)
$5.99
Employees
3085
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Ticker: SNSL3
 
 
 
 
 
 
 
 
Sinqia
Sinqia
Founded in 1996, Sinqia is a leader in the development of software and technology services for the financial sector in Brazil. They operate in four business units: Software, Projects, Outsourcing, and Consulting.
year
2020
rev ($mm)
$34.43
EBITDA ($mm)
$1.93
EBIT ($mm)
$0.34
Net Income ($mm)
$0.42
Employees
154
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