Like Market Metrics, Inc.

closed 6/2/2010 via GlobeNewswire

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

synopsis: FactSet Research Systems Inc., a leading provider of integrated financial information and analytical applications to the global investment community, announced that it has acquired Market Metrics, Inc., a market research firm focused on advisor-sold investments and insurance products.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet combines integrated financial information, analytical applications, and client service to enhance the workflow and productivity of the global investment community. "
target: Market Metrics, Inc.
Market Metrics is the leading market research firm in the United States focused on advisor-sold investments and insurance products. Market Metrics uses its vast, proprietary database of customer surveys to provide senior managers with the data they need to make strategic decisions.
price ($mm)[EV]
$57 [$55]
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/5/2016 via BusinessWire

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

synopsis: Asset International, the premier source for authentic business intelligence and actionable insight for the asset management community, announces the acquisition of Market Metrics from FactSet. Market Metrics is leading data and research firm for advisor-sold investments and insurance worldwide.
buyer parent: Genstar Capital LLC
buyer: Asset International, Inc.
Asset International (AI) provides critical data, business intelligence, and information services to the global investment management industry. AI delivers proprietary data and analytics, as well as marketing solutions that target global asset managers. "
target parent: FactSet Research Systems Inc.
target: Market Metrics, Inc.
Market Metrics is the leading market research firm in the United States focused on advisor-sold investments and insurance products. Market Metrics uses its vast, proprietary database of customer surveys to provide senior managers with the data they need to make strategic decisions.
price ($mm)
$165
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/8/2018 via BNC Analysis

Institutional Investor Inc., acquired Extel

synopsis: Euromoney Institutional Investor has acquired Extel from WeConvene, and it will integrate Extel into its Institutional Investor Research business. Extel runs the annual independent survey of quality across the European equities investment community, providing an unparalleled data-set to help clients analyse and drive their market understanding.
buyer parent: Euromoney Institutional Investor PLC
buyer: Institutional Investor Inc.
Institutional Investor is a leading international business to business publisher, focused primarily on international finance. It publishes magazines, newsletters and journals as well as research, directories, books and maps. "
target parent: WeConvene
target: Extel
Extel conducts market studies across all three sides of the European Equities investment community, delivering a comprehensive range of rankings, market trends and sentiment insights. The Extel Survey is the largest study of its kind worldwide, with over 16,000 participants from 93 countries.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/2/2013 via BusinessWire

Market Strategies International, acquired Cogent Research LLC

synopsis: Market Strategies International announced that it has acquired Cambridge, MA-based Cogent Research, a market research and strategic consulting firm that specializes in the wealth management industry. Cogent Research founders and principals, John Meunier and Christy White, will co-manage Market Strategies’ new Syndicated Division.
buyer parent: Veronis Suhler Stevenson
buyer: Market Strategies International
Market Strategies International is a market research consultancy with deep expertise in communications, consumer goods, energy, financial services, healthcare, technology and wealth management. "
target: Cogent Research LLC
Cogent Research, founded in 1996, provides custom marketing research, syndicated research products, and evidence-based consulting to leading organizations in the financial services, life sciences and consumer goods industries.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/26/2014 via PR Newswire

Broadridge Financial Solutions, Inc., acquired Emerald Connect, Inc.

synopsis: Broadridge Financial Solutions, Inc., the leading technology-driven solutions provider for financial services firms globally, announced it has acquired Emerald Connect, LLC, a leading provider of websites and related communications solutions for financial advisors.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,684.10)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
target: Emerald Connect, Inc.
Emerald Connect has been the premier provider of solutions-based marketing and technology tools for the financial services industry. Emerald's product lines include mobile-responsive, content-rich websites, client newsletters, topic-specific seminars, social media content, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/7/2019 via PR Newswire

Issuance, Inc., acquired CrowdfundX

synopsis: Issuance, Inc., a private placement and capital formation platform, has acquired CrowdfundX, a leading financial marketing firm that has marketed some of the industry's most notable digital securities offerings (DSOs) and Regulation (Reg) A+ IPOs.
buyer: Issuance, Inc.
Issuance is a modern marketing platform for digital securities. The issuance platform connects, engages, and matches digital securities issuers with authenticated, interested investors. "
target: CrowdfundX
CrowdfundX is a FinTech marketing firm that markets digital securities offerings and Reg A+ IPOs. The company provides clients with the tools necessary to execute successful and compliant offerings while reducing the cost and complexity of acquiring both institutional and retail investors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/22/2005 via PR Newswire

Institutional Shareholder Services, acquired Proxy Australia

synopsis: Institutional Shareholder Services (ISS), the world's leading provider of proxy voting and corporate governance solutions, today announced that it has acquired Australia's leading specialist corporate governance research firm, Proxy Australia.
buyer parent: Spectrum Equity Investors
buyer: Institutional Shareholder Services
ISS is the world's leading provider of corporate governance and proxy voting solutions. ISS provides proxy research, voting services and corporate governance advisory services to financial institutions and corporations worldwide. "
target: Proxy Australia
Proxy Australia delivers governance information and analysis on S&P/ASX 200 entities for institutional investors. The firm currently covers over 200 Australian and 20 New Zealand companies and offers a database of five years of governance data on S&P/ASX 200 companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/7/2004 via PR Newswire

Moody's Investors Service, acquired Interfax Rating Agency

synopsis: Moody's Investors Service announced today that it has taken a majority stake in the Moscow-based Interfax Rating Agency. Interfax is an affiliate of Interfax Information Services Group, the leading independent information services provider in Russia and other Commonwealth of Independent States (CIS) countries.
buyer parent: Moody's Corporation
buyer: Moody's Investors Service
Moody's Investors Service, a leading global credit rating, research and risk analysis firm, publishes credit opinions, research, and ratings on fixed- income securities, issuers of securities and other credit obligations. Moody's is a subsidiary of Moody's Corporation MCO, which employs nearly 2,30 "
target parent: Interfax Information Services Group
target: Interfax Rating Agency
Moody's Interfax Rating Agency, a member of the Interfax Information Services Group, specializes in the assessment of credit risk in Russia. The agency rates financial institutions, regional administrations and non- financial enterprises. Moody's Interfax Rating Agency bases its ratings on a domest
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/5/2016 via BusinessWire

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

synopsis: Asset International, the premier source for authentic business intelligence and actionable insight for the asset management community, announces the acquisition of Market Metrics from FactSet. Market Metrics is leading data and research firm for advisor-sold investments and insurance worldwide.
buyer parent: Genstar Capital LLC
buyer: Asset International, Inc.
Asset International (AI) provides critical data, business intelligence, and information services to the global investment management industry. AI delivers proprietary data and analytics, as well as marketing solutions that target global asset managers. "
target parent: FactSet Research Systems Inc.
target: Market Metrics, Inc.
Market Metrics is the leading market research firm in the United States focused on advisor-sold investments and insurance products. Market Metrics uses its vast, proprietary database of customer surveys to provide senior managers with the data they need to make strategic decisions.
price ($mm)
$165
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/18/2013 via Company Press Release

Market Metrics, Inc., acquired Matrix Solutions

synopsis: Matrix Solutions has been acquired by the leading US Financial Research Organization, FactSet and will be partnering with Market Metrics. Matrix Solutions provides customer and business intelligence solutions primarily to financial services and fund management industries.
buyer parent: FactSet Research Systems Inc.
buyer: Market Metrics, Inc.
Market Metrics is the leading market research firm in the United States focused on advisor-sold investments and insurance products. Market Metrics uses its vast, proprietary database of customer surveys to provide senior managers with the data they need to make strategic decisions. "
target: Matrix Solutions
Matrix Solutions is an independent company that supplies accurate and clean databases together with a range of cost-effective data-related business intelligence solutions, predominantly to clients operating in the financial services sector.
price ($mm)
$19*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/2/2010 via GlobeNewswire

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

synopsis: FactSet Research Systems Inc., a leading provider of integrated financial information and analytical applications to the global investment community, announced that it has acquired Market Metrics, Inc., a market research firm focused on advisor-sold investments and insurance products.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet combines integrated financial information, analytical applications, and client service to enhance the workflow and productivity of the global investment community. "
target: Market Metrics, Inc.
Market Metrics is the leading market research firm in the United States focused on advisor-sold investments and insurance products. Market Metrics uses its vast, proprietary database of customer surveys to provide senior managers with the data they need to make strategic decisions.
price ($mm)[EV]
$57 [$55]
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/20/2020 via GlobeNewswire

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

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

FactSet Research Systems Inc., acquired BISAM

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

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

synopsis: FactSet, a provider of integrated financial information, analytical applications, & service, announced that it has completed its acquisition of the Interactive Data Managed Solutions business (IDMS) from Intercontinental Exchange. IDMS is a managed solutions and portal provider helping clients adapt to the wealth industry’s digital transformation.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet delivers superior analytics, service, content, and technology to help users see & seize opportunity sooner. They are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, & the industry-leading support of their dedicated specialists."
seller parent: Intercontinental Exchange, Inc.
seller: Interactive Data Corporation
Interactive Data Managed Solutions (IDMS) supports the wealth management marketplace across a variety of workflows and functions, from advisors to their clients. IDMS offers real-time market data desktops, customizable web-based portals, and a broad range of mobile solutions.
price ($mm)
rev ($mm)
$68
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 11/30/2016 via BNC Analysis

FactSet Research Systems Inc., acquired Vermilion Software Ltd.

synopsis: FactSet Research Systems Inc., a provider of integrated financial information, has bought Vermilion Software Limited. Vermilion is a global provider of client reporting and communications software and services for the financial asset management industry.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet is a leading provider of financial data and analytic applications for investment management and investment banking professionals around the globe. FactSet offers instant access to financial data and analytics to thousands of analysts, portfolio managers, and investment bankers. "
target: Vermilion Software Ltd.
Vermilion Software is a leading international provider of client reporting software and services to investment managers in the global institutional asset management, retail and mutual fund, banking, pension, hedge fund, wealth management and insurance industries.
price ($mm)
$67
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/30/2016 via bobsguide.com

FactSet Research Systems Inc., acquired CYMBA Technologies Limited

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

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

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

FactSet Research Systems Inc., acquired Portware LLC

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

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

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

Market Metrics, Inc., acquired Matrix Solutions

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

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

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

FactSet Research Systems Inc., acquired StreetAccount LLC

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

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

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

FactSet Research Systems Inc., acquired europrospectus.com

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

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

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

FactSet Research Systems Inc., acquired Stream VPN

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

FactSet Research Systems Inc., acquired JCF Group

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

Fitch Ratings Ltd., acquired Fulcrum Financial Data

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

Thomson Reuters, acquired Zawya

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

Revolution Capital Group, acquired CapXG LLC

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

MergerMarket, acquired Infinata, Inc.

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

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

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

Telekurs Financial, will acquire Fininfo SA

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

Barchart.com, Inc., acquired InsideFutures.com

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

Reorg Research, acquired Debt Explained

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

MergerMarket Group, acquired C6 Intelligence Information Systems Limited

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

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

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

State Street Global Markets, acquired SSiSearch

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

Interfax Information Services Group, will acquire Finmarket Information Agency

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

ByteCubed, acquired Interkn, Inc.

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

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

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

Dealflow.com, acquired Goldfish.io

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

Bulgaria On Air, will acquire Investor.BG PLC

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

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

synopsis: Morningstar, Inc., a leading provider of independent investment research, announced that it has completed its previously announced acquisition of the institutional hedge fund and separate account database division of InvestorForce, Inc., a Wayne, Pa.-based financial software and data integration company, for approximately $10 million in cash.
buyer: Morningstar, Inc. (MORN:$1,244.10)
Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, and commodities, in addition to foreign exchange and Treasury markets. "
seller: InvestorForce
InvestorForce is a financial software company that has been a leader in the development of online applications for the financial services industry.
price ($mm)
$10
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/9/2015 via BNC Analysis

Lyceum Capital, acquired Style Research

synopsis: Robert Schwob, a popular figure in the asset management world, has sold majority control of Style Research, his asset management data provider, to mid-market private equity firm Lyceum Capital. Style Research is the leading independent provider of global investment research and portfolio analysis applications.
buyer: Lyceum Capital
Lyceum Capital partners with entrepreneurial management teams and unlocks growth potential by providing capital, operations and development support and help with targeted acquisitions. Lyceum typically invests between £5m and £50m of equity in fast-growing, UK-headquartered, mid-sized businesses. "
target: Style Research
Style Research is the leading independent provider of global investment research and portfolio analysis applications. The services are delivered on a SaaS-based platform that supports a range of devices.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/23/2017 via GlobeNewswire

Nasdaq, Inc., acquired eVestment Alliance, LLC

synopsis: Nasdaq, a leading global provider of trading, clearing, exchange technology, listing, information and public company services, has completed the acquisition of eVestment, an industry leading content and analytics provider used by asset managers, investment consultants and asset owners to help facilitate institutional investment decisions.
buyer: Nasdaq, Inc. (NasdaqGS:NDAQ:$5,230.00)
Nasdaq is a leading global provider of trading, clearing, exchange technology, listing, information and public company services. Through its diverse portfolio of solutions, Nasdaq enables customers to plan, optimize and execute their business vision with confidence. "
target: eVestment Alliance, LLC
eVestment provides a flexible suite of easy-to-use, cloud-based solutions to help the institutional investing community identify and capitalize on global investment trends, better select and monitor investment managers and more successfully enable asset managers to market their funds worldwide.
price ($mm)
$705
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/19/2011 via PR Newswire

eVestment Alliance, LLC, acquired Hedgefund.Net Inc.

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

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Geography
Matching Companies
Ticker: FDS
 
 
 
 
 
 
 
 
FactSet Research Systems Inc.
FactSet Research Systems Inc.
FactSet is a leading provider of financial information and analytics. More than 62,000 users stay ahead of global market trends, access extensive company and industry intelligence, and monitor performance with FactSet's desktop analytics, mobile applications, and comprehensive data feeds.
year
2020
rev ($mm)
$1,494.11
EBITDA ($mm)
$497.27
EBIT ($mm)
$439.66
Net Income ($mm)
$372.94
Employees
10484
  • drill down
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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
  • drill down
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Ticker: JRJC
 
 
 
 
 
 
 
 
China Finance Online Co.
China Finance Online Co.
China Finance Online Co. Limited specializes in providing online financial and listed company data and information in China. Through its website the company offers subscription-based service packages that integrate financial and listed company data and information from multiple sources.
year
2015
rev ($mm)
$92.55
EBITDA ($mm)
$10.02
EBIT ($mm)
$8.19
Net Income ($mm)
$16.09
Employees
1500
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Ticker: TSE:4483
 
 
 
 
 
 
 
 
JMDC Inc.
JMDC Inc.
JMDC Inc. offers information services. The Company provides medical data statistics, life insurance data statistics, health data platform management, and other services. JMDC provides its services throughout Japan.
year
2019
rev ($mm)
$91.75
EBITDA ($mm)
EBIT ($mm)
$13.68
Net Income ($mm)
$9.40
Employees
441
  • drill down
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Ticker: MORN
 
 
 
 
 
 
 
 
Morningstar, Inc.
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.
year
2020
rev ($mm)
$1,244.10
EBITDA ($mm)
$251.90
EBIT ($mm)
$184.60
Net Income ($mm)
$142.70
Employees
6896
  • drill down
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Ticker: MSCI
 
 
 
 
 
 
 
 
MSCI Inc.
MSCI Inc.
MSCI is an independent provider of research-driven insights and tools for institutional investors. They have deep expertise in the areas of risk and performance measurement that is based on more than 40 years of academic research, real-world experience and collaboration with their clients.
year
2019
rev ($mm)
$1,476.56
EBITDA ($mm)
$767.41
EBIT ($mm)
$709.17
Net Income ($mm)
$579.85
Employees
3266
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Ticker: TRI
 
 
 
 
 
 
 
 
Thomson Reuters
Thomson Reuters
Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. They combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial and risk, legal, tax and more.
year
2020
rev ($mm)
$5,921.00
EBITDA ($mm)
$1,321.00
EBIT ($mm)
$1,088.00
Net Income ($mm)
$1,599.00
Employees
24400
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