Like Capital Fulfillment Group Inc.

closed 10/4/2010 via PR Newswire

DST OutPut, acquired Capital Fulfillment Group Inc.

See 49 Comparable Transactions
synopsis: DST Output, a leading provider of print and electronic output solutions, announced that it has purchased the assets of Capital Fulfillment Group, Inc. (CFG), a marketing and technology solutions company that specializes in the development and implementation of innovative marketing, fulfillment, and compliance automation services.
buyer parent: DST Systems, Inc.
buyer: DST OutPut
DST Output, LLC provides integrated print and electronic statement and billing output solutions to many of the country's largest financial services, communications, insurance, healthcare, and utilities companies. "
 target: Capital Fulfillment Group Inc.
Capital Fulfillment Group is an industry-leading marketing and technology solutions company focusing exclusively on the financial services industry. CFGweb is CFG's fully integrated marketing and sales platform.
price ($mm)
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closed 12/20/2018 via Company Press Release

Euronext N.V., acquired Commcise Software Limited

See 132 Comparable Transactions
synopsis: Euronext, the leading pan-European exchange in the Eurozone, announces the acquisition of 78% of the capital of Commcise, a Software as a Service (“SaaS”) provider of award-winning research evaluation and commission management solutions for financial services firms, from its founders.
buyer: Euronext N.V. (ENXTPA:ENX:$1,091.15)
Euronext is the leading pan-European exchange in the Eurozone. Euronext operates regulated and transparent equity and derivatives markets. Its total product offering includes Equities, Exchange Traded Funds, Warrants & Certificates, Bonds, Derivatives, Commodities and Indices. "
 target: Commcise Software Limited
Commcise offers a cloud-based research commission management, evaluation and accounting solution built to meet the needs of asset managers, brokers and independent research providers. Commcise is the only vendor which combines research funding, consumption and accounting into a single platform.
price ($mm)
$34*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/13/2018 via Company Press Release

ESW Capital, LLC, acquired Firm58

See 337 Comparable Transactions
synopsis: ESW Capital, LLC, announced that it has acquired Firm58, one of the most respected names in trading firm and broker dealer back-office automation solutions. Firm58 provides growth-conscious capital markets firms a suite of powerful, web-based automation technologies that improve post-trade processes and increase efficiency.
buyer: ESW Capital, LLC
Based in Austin, Texas, Enterprise Software (ESW) Capital has honed a finely-tuned methodology focused on buying, strengthening, and growing mature business software companies. ESW and its affiliated companies have been in the enterprise software space since 1988. "
 target: Firm58
Firm58 simplifies trade operations for capital markets firms. Their web-based financial management software manages the processes associated with fees, commissions and payouts. They offer solutions for billing, profit/expense analysis, commission sharing arrangements and compliance & surveillance.
price ($mm)
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closed 6/28/2022 via BusinessWire

Ontra, acquired FundFormer

See 16 Comparable Transactions
synopsis: Ontra, the leading provider of contract automation and intelligence for the world’s most prominent asset managers, announced the acquisition of FundFormer, a top electronic subscription document provider for fund managers and their investors.
buyer: Ontra
Ontra is the global leader in Contract Automation and Intelligence for private asset management firms. The Ontra platform combines AI-enabled software with a worldwide network of highly trained lawyers to modernize recurring legal workflows. "
 target: FundFormer
FundFormer is a top electronic subscription document provider for fund managers and their investors. FundFormer works with investment funds to convert their subscription documents into a digital format and guides investors through relevant parts of the documentation.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/17/2020 via GlobeNewswire

Blue Horizon Software, acquired Synthesis Technology

See 23 Comparable Transactions
synopsis: Blue Horizon, a company that acquires and invests in profitable software businesses with stable recurring revenue streams, has acquired Synthesis Technology, an enterprise software company providing technology and services to the investment management industry.
buyer parent: Concentric Equity Partners, L.P.
buyer: Blue Horizon Software
Blue Horizon acquires and invests in profitable software businesses with stable recurring revenue streams. The Blue Horizon platform combines long-term capital and industry expertise with an operating model that enables businesses and their leaders to focus on growth and profitability. "
 target: Synthesis Technology
Synthesis Technology is an enterprise software company providing technology and services to the investment management industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/17/2020 via BusinessWire

PureFacts Financial Solutions Inc., acquired Quartal Financial Solutions

See 346 Comparable Transactions
synopsis: PureFacts Financial Solutions, a leading WealthTech provider of fees, reporting and AI-powered predictive analytics solutions, has acquired Quartal Financial Solutions, a market leading provider of award-winning fee and commission management, and revenue and expense lifecycle management software for the financial and insurance industry.
buyer: PureFacts Financial Solutions Inc.
PureFacts provides wealth management solutions for the financial services industry in Canada, USA, UK, and the Caribbean. PureFacts uses AI, big data, and their industry expertise to help firms realize value, increase productivity, reduce costs, and create an enhanced customer experience. "
 target: Quartal Financial Solutions
Quartal Financial Solutions is a market leading provider of award-winning fee and commission management, and revenue and expense lifecycle management software for the financial and insurance industry.
price ($mm)
rev ($mm)
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closed 3/6/2006 via BusinessWire

AppOne, acquired Auto Finance Technologies, LLC

See 55 Comparable Transactions
synopsis: AppOne, a financial technology services company, announced today in conjunction with the Consumer Bankers Association Automobile Finance Conference and Trade Show that it has acquired Auto Finance Technologies, LLC, a provider of private label, Web-based software systems to financial institutions.
buyer parent: Wolters Kluwer NV
buyer: AppOne
AppOne Holdings, Inc., a technology services company, provides Internet-based software solutions to the automotive finance industry. Its solution is accessed by users through MOSES, a loan processing system for independent auto dealers. "
 target: Auto Finance Technologies, LLC
Auto Finance Technologies, LLC, a provider of private label, Web-based software systems to financial institutions. Auto Finance Technologies offers local, regional and national lenders an online platform for receiving credit applications from both independent auto and franchise dealers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/2/2022 via BusinessWire

BearingPoint, Inc., acquired disphere tech

See 95 Comparable Transactions
synopsis: Management and technology consultancy BearingPoint announces the 100% acquisition of disphere tech, owner of the cloud platform diContract for the financial services industry. disphere tech will operate as a fully integrated part of BearingPoint and be led by insurance and financial services professionals.
buyer: BearingPoint, Inc. (BRGP:$3,197.04)
BearingPoint is an independent management and technology consultancy with European roots and a global reach. The company operates in three business units: Consulting, Products, and Capital. "
 target: disphere tech
disphere is a team of interdisciplinary experts, consultants and developers that will provide their customers with comprehensive support in the digital transformation of sales. They design and implement digital sales channels and develop applications for digital process support.
price ($mm)
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closed 2/8/2021 via BNC Analysis

NCR Corporation, acquired Terafina

See 51 Comparable Transactions
synopsis: Fintech hardware giant NCR is acquiring Terafina, a company known for its digital account opening and onboarding tools. NCR will tap Terafina’s expertise to expand NCR’s sales and marketing capabilities in its Digital First Banking Platform.
buyer: NCR Corporation (NCR:$6,462.00)
NCR Corporation is a leading software- and services-led enterprise provider in the financial, retail and hospitality industries. NCR is headquartered in Atlanta, Ga., with 36,000 employees globally. NCR is a trademark of NCR Corporation in the United States and other countries. "
 target: Terafina
Terafina Inc. is a software-as-a-service product company providing digital account opening services on a single platform that seamlessly unifies the experience across the online, branch and call center channels for mid market community banks and credit unions.
price ($mm)
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EV / EBITDA
announced 9/14/2020 via BusinessWire

Thomas H. Lee Partners, L.P., will acquire Insurance Technologies, LLC

See 56 Comparable Transactions
synopsis: Thomas H. Lee Partners, L.P., a premier private equity firm investing in growth companies, will acquire a majority stake in Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, from NexPhase Capital, LP.
buyer: Thomas H. Lee Partners, L.P.
Thomas H. Lee Partners is a premier private equity firm investing in middle market growth companies, headquartered primarily in North America, exclusively in four sectors: Consumer, Financial Services, Healthcare, and Technology & Business Solutions. "
 target parent: NexPhase Capital
target: Insurance Technologies, LLC
Insurance Technologies provides innovative sales and regulatory automation solutions to the insurance and financial services industry. The company's offering includes a suite of integrated sales solutions, from pre-sale functions to illustrations and e-application to post-sale services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/5/2018 via BNC Analysis

MRI Software LLC, acquired Thesaurus Technology

See 161 Comparable Transactions
synopsis: Solon-based MRI Software LLC, a fast-growing provider of real estate software, has bought Thesaurus Technology, a United Kingdom-based provider of cloud-based, self-service software for residential sales and leasing agents.
buyer parent: GI Partners
buyer: MRI Software LLC
MRI Software is a leading provider of innovative real estate software applications and hosted solutions. MRI's comprehensive and flexible technology platform coupled with an open and connected ecosystem meets the unique needs of real estate businesses from property-level management to analytics. "
 target: Thesaurus Technology
Thesaurus Technology is a United Kingdom-based provider of cloud-based, self-service software for residential sales and leasing agents. Thesaurus offers software to handle activities including tracking sales, updating databases, generating invoices and creating management reports.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/3/2018 via BusinessWire

Q2 Software, Inc., acquired Gro Solutions

See 110 Comparable Transactions
synopsis: Q2 Holdings, Inc., a leading provider of digital banking and lending solutions, announced its acquisition of Atlanta-based Gro Solutions, a provider of industry-leading account opening and digital sales and marketing solutions for financial institutions.
buyer: Q2 Software, Inc. (QTWO:$276.66)
Q2 is a leading provider of secure, experience-driven digital banking solutions headquartered in Austin, Texas. Q2 provides the industry’s most comprehensive digital banking platform, enriched through actionable data insights, open development tools and an evolving fintech ecosystem. "
 target: Gro Solutions
Gro Solutions is a provider of industry-leading account opening and digital sales and marketing solutions for financial institutions. The Gro platform enables customers to make personalized recommendations and cross-sell products—from deposit accounts to loans for both retail and business clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/7/2018 via BNC Analysis

Servion Global Solutions Ltd., acquired Innoveo Solutions AG

See 56 Comparable Transactions
synopsis: Everstone Group-backed Servion Global Solutions has acquired Zurich-based cloud software provider focused on insurance tech Innoveo (formerly Pactera Switzerland). Innoveo Skye is the flagship product of Innoveo and it has been implemented for major insurance companies.
buyer parent: Everstone Capital Management
buyer: Servion Global Solutions Ltd.
Servion enables business transformation for enterprises in the area of customer experience management (CEM). Over the past two decades, Servion has evolved from being a single channel (voice) interaction expert to being an industry pioneer in omnichannel customer experience. "
 target parent: HNA Group Co., Ltd.
target: Innoveo Solutions AG
Founded in 2007, Innoveo is an omnichannel cloud software provider in the insurtech space. It has offices in Zurich, Hong Kong and Budapest. Innoveo Skye is the flagship product of the company. It is offered as a cloud service and has been implemented for major insurance companies.
price ($mm)
$20
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/3/2011 via Company Press Release

LexisNexis, purchased Sales Portal from Marsh, Berry & Company, Inc.

See 56 Comparable Transactions
synopsis: LexisNexis® Risk Solutions announced the acquisition of the Sales Portal, from MarshBerry, the nation’s preeminent insurance consulting and M&A advisory firm. The Sales Portal is a state-of-the-art sales management automation tool that will be offered by the LexisNexis Insurance Exchange.
buyer parent: Reed Elsevier
buyer: LexisNexis
LexisNexis® is a leading global provider of content-enabled workflow solutions designed specifically for professionals in the legal, risk management, corporate, government, law enforcement, accounting, and academic markets. "
 seller: Marsh, Berry & Company, Inc.
MarshBerry's Sales Portal is a state-of-the-art sales management automation tool. The easy-to-use, Web-based technology allows agencies and brokers to track producer sales activity and manage service commitments relative to customer accounts.
price ($mm)
rev ($mm)
EBITDA ($mm)
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EV / EBITDA
closed 10/22/2013 via BusinessWire

iPipeline, Inc., acquired Aplifi Inc

See 277 Comparable Transactions
synopsis: iPipeline®, the leader in on-demand marketing, selling and processing solutions for the nation’s top insurance carriers, distributors and producers, announced the acquisition of Aplifi®, who has maintained a strong reputation for providing life and annuity solutions to the financial services industry.
buyer: iPipeline, Inc.
iPipeline's channel solutions for carriers, distributors, and producers automate activities for quoting, forms processing, illustrations development, requirements ordering, contracting, and content distribution, enabling the insurance industry to market, sell, and process faster. "
 target parent: Bluff Point Associates
target: Aplifi Inc
Aplifi is a leading technology and service provider to the life and annuity industry. Aplifi provides a vast array of process automation and seamless integration to more than 50 of the country's largest and most well known insurance carriers along with over 1,000 distributors.
price ($mm)
rev ($mm)
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announced 4/26/2021 via PR Newswire

Novantas will be merged with Informa plc,

See 387 Comparable Transactions
synopsis: Novantas, a leading provider of solutions for financial services professionals, announced they are part of an agreement that will see Novantas combined with Informa Financial Intelligence's FBX business, to create a leading competitive intelligence and specialist data company serving the retail and commercial banking market.
buyer: Informa plc (LSE:INF:$1,798.70)
UK-based Informa is a leading international Exhibitions, Events, Information Services and Scholarly Publishing Group. Informa helps commercial, professional and academic communities make better decisions faster, through specialist content and intelligence, and opportunities to connect and learn. "
 target: Novantas
Novantas is an industry leader in technology solutions, data, and analytic advisory services for banking institutions. Novantas provides scores, analytics, insights, and tools that improve decisions across pricing, product development, treasury, risk management, distribution, marketing, and sales.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/1/2019 via BusinessWire

Q2 Software, Inc., acquired PrecisionLender

See 259 Comparable Transactions
synopsis: Q2 Holdings, Inc., a leading provider of digital transformation solutions for banking and lending, has acquired PrecisionLender. PrecisionLender is modernizing commercial banking with its sales and coaching platform that empowers bankers with actionable, in-the-moment insights.
buyer: Q2 Software, Inc. (QTWO:$276.66)
Q2 is a secure, cloud-based digital transformation solutions company headquartered in Austin, Texas. Q2's digital banking solutions for deposits, money movement, lending, leasing, security and fraud enable financial institutions to deliver a better financial experience to their account holders. "
 target: PrecisionLender
PrecisionLender is modernizing commercial banking. Its sales and coaching platform empowers bankers with actionable, in-the-moment insights, so they win better deals and build strong, more profitable relationships.
price ($mm)
$510
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/8/2019 via GlobeNewswire

Roper Technologies, Inc., will acquire iPipeline, Inc.

See 338 Comparable Transactions
synopsis: Roper Technologies Inc. will acquire iPipeline in an all-cash transaction. iPipeline’s cloud-based software delivers solutions for the life insurance and annuity industries. iPipeline's suite of Software as a Service-based applications provide workflow automation and seamless integration across a broad network of carriers, distributors, and agents.
buyer: Roper Technologies, Inc. (ROP:$5,777.80)
Roper Technologies is a constituent of the S&P 500, Fortune 1000, and the Russell 1000 indices. Roper operates businesses that design and develop software (both license and software-as-a-service) and engineered products and solutions for a variety of niche end markets. "
 target parent: Thoma Bravo, LLC
target: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industries. Through its SSG Digital, end-to-end platform, iPipeline accelerates and simplifies sales, compliance, operations, and support.
price ($mm)
$1,625
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/5/2015 via BusinessWire

Thoma Bravo, LLC, acquired iPipeline, Inc.

See 338 Comparable Transactions
synopsis: Thoma Bravo, LLC, a leading private equity investment firm, announced the acquisition of iPipeline, a leading technology provider of cloud-based software solutions to the life insurance industry. iPipeline leads the information technology and services industry in providing web-based software tools for the insurance and financial services markets.
buyer: Thoma Bravo, LLC
Thoma Bravo is a leading private equity investment firm building on a 30+ year history of providing equity and strategic support to experienced management teams and growing companies. "
 target: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance industry. Through its SaaS solutions, it accelerates and simplifies insurance sales, compliance, operations and support.
price ($mm)
rev ($mm)
EBITDA ($mm)
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closed 7/22/2008 via PR Newswire

iPipeline, Inc., acquired COSS Development Corporation

See 165 Comparable Transactions
synopsis: iPipeline, the leader in on-demand sales distribution software for insurers and financial services firms, announced it has acquired COSS Development Corporation, a leading provider of mission-critical web-enabled illustration systems and fill-able forms technology.
buyer: iPipeline, Inc.
iPipeline's channel solutions for carriers, distributors, and producers automate activities for quoting, forms processing, illustrations development, requirements ordering, contracting, and content distribution, enabling the insurance industry to market, sell, and process faster. "
 target: COSS Development Corporation
Since 1987, COSS has developed premier software solutions for the life insurance and financial services industries. Our flagship COSSEnterprise™ point-of-sale suite features life insurance, annuity, mutual fund and long-term care illustrations.
price ($mm)
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Pages:  
closed 10/4/2010 via PR Newswire

DST OutPut, acquired Capital Fulfillment Group Inc.

See 49 Comparable Transactions
synopsis: DST Output, a leading provider of print and electronic output solutions, announced that it has purchased the assets of Capital Fulfillment Group, Inc. (CFG), a marketing and technology solutions company that specializes in the development and implementation of innovative marketing, fulfillment, and compliance automation services.
buyer parent: DST Systems, Inc.
buyer: DST OutPut
DST Output, LLC provides integrated print and electronic statement and billing output solutions to many of the country's largest financial services, communications, insurance, healthcare, and utilities companies. "
 target: Capital Fulfillment Group Inc.
Capital Fulfillment Group is an industry-leading marketing and technology solutions company focusing exclusively on the financial services industry. CFGweb is CFG's fully integrated marketing and sales platform.
price ($mm)
rev ($mm)
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EV / EBITDA
closed 5/3/2011 via PR Newswire

DST OutPut, acquired Newkirk Products Inc.

See 107 Comparable Transactions
synopsis: DST Systems announced that it has acquired Newkirk Products, Inc. ("Newkirk"), through its subsidiary DST Output. Newkirk is an industry leader in the development and deployment of communications, education, and investment information for clients in the retirement planning, managed care, and wealth management industries.
buyer parent: DST Systems, Inc.
buyer: DST OutPut
DST Output, LLC provides integrated print and electronic statement and billing output solutions to many of the country's largest financial services, communications, insurance, healthcare, and utilities companies. "
 target: Newkirk Products Inc.
Newkirk Products Inc. is a leading provider of marketing communications for financial and managed care companies. For nearly 40 years, Newkirk has developed creative solutions to communication issues faced by financial institutions and professional firms.
price ($mm)
$30
rev ($mm)
$35
EBITDA ($mm)
EV / rev
0.9x
EV / EBITDA
closed 10/4/2010 via PR Newswire

DST OutPut, acquired Capital Fulfillment Group Inc.

See 49 Comparable Transactions
synopsis: DST Output, a leading provider of print and electronic output solutions, announced that it has purchased the assets of Capital Fulfillment Group, Inc. (CFG), a marketing and technology solutions company that specializes in the development and implementation of innovative marketing, fulfillment, and compliance automation services.
buyer parent: DST Systems, Inc.
buyer: DST OutPut
DST Output, LLC provides integrated print and electronic statement and billing output solutions to many of the country's largest financial services, communications, insurance, healthcare, and utilities companies. "
 target: Capital Fulfillment Group Inc.
Capital Fulfillment Group is an industry-leading marketing and technology solutions company focusing exclusively on the financial services industry. CFGweb is CFG's fully integrated marketing and sales platform.
price ($mm)
rev ($mm)
EBITDA ($mm)
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EV / EBITDA
closed 6/1/2017 via BusinessWire

Aquiline Capital Partners, acquired OSG Billing Services

See 28 Comparable Transactions
synopsis: Aquiline Capital Partners LLC, a New York-based private equity firm investing in financial services and technology, announced that it has acquired OSG Billing Services, a leading provider of billing and customer communications solutions based in Ridgefield Park, New Jersey.
buyer: Aquiline Capital Partners
Aquiline Capital Partners is a New York-based private equity firm investing in financial services in industries such as banking and credit, insurance, investment management and markets, and financial technology and services. "
 target: OSG Billing Services
OSG Billing Services is the innovator in the transactional document arena. They focus on giving customers the highest possible level of service. They have become an industry leader through their commitment to providing fast, accurate, and dependable invoice and statement printing and presentment.
price ($mm)
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EV / EBITDA
closed 12/11/2013 via BNC Analysis

WestView Capital Partners, acquired Apex Information Technologies

See 112 Comparable Transactions
synopsis: Tonka Bay Equity Partners has sold Apex Information Technologies to Boston-based private equity firm, WestView Capital Partners. Apex specializes in document design, analysis, and delivery. The company makes client documents such as statements and invoices more efficient, through better and more effective design.
buyer: WestView Capital Partners
WestView Capital Partners is a Boston-based private equity firm focused exclusively on lower middle market companies. It manages approximately $500 million and commit $5 to $30 million of equity to companies in a variety of recapitalization, growth, buyout and consolidation transactions. "
 target parent: Tonka Bay Equity Partners
target: Apex Information Technologies
APEX specializes in document design, analysis, and delivery. APEX makes client documents such as statements and invoices more efficient, through better and more effective design.
price ($mm)
rev ($mm)
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EV / rev
EV / EBITDA
closed 7/1/2013 via PR Newswire

Pinnacle Data Systems, LLC, acquired DataBill

See 54 Comparable Transactions
synopsis: Pinnacle Data Systems, L.L.C., a leader in the transactional print/mail and digital solutions industry, announced the successful completion of the acquisition of certain assets, including customer relationships, of Arizona-based DataBill. DataBill offers products and services associated with transactional mail production.
buyer: Pinnacle Data Systems, LLC
Pinnacle Data Systems LLC provides electronic document management and distribution services to insurance, utilities, telecommunications, credit unions, collections, financial services, and business-to-business industries in the United States. "
 target: DataBill
Founded in January 1999, DataBill, LLC provides the best client services and most flexible data, invoice and statement printing and mailing solutions in the industry. Their service offerings for a wide range of businesses include data management and storage, design, print, and mail.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/3/2013 via BusinessWire

Harland Clarke Corp., acquired NCP Solutions, LLC

See 289 Comparable Transactions
synopsis: Harland Clarke Corp. has announced that it acquired NCP Solutions. The acquisition was driven by NCP’s recognized technology platform for the creation and fulfillment of physical print and digital statements and other critical transactional documents.
buyer parent: MacAndrews & Forbes Holdings Inc.
buyer: Harland Clarke Corp.
Harland Clarke Corp. is a leading provider of integrated payment solutions, marketing services, security solutions, and retail products. It serves clients of all sizes in industries such as financial services, retail, healthcare, insurance, and telecommunications. "
 target: NCP Solutions, LLC
NCP Solutions offers integrated print, mail and electronic solutions tailored to support the delivery of time-sensitive, transactional documents, legal and compliance notifications, promotional communications and relevant information that educates, informs and elicits response from target audiences.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/16/2020 via GlobeNewswire

Usio, Inc., acquired Information Management Solutions, LLC

See 908 Comparable Transactions
synopsis: Usio, Inc., has acquired the assets of Information Management Solutions, LLC (IMS). IMS is an established provider of electronic bill presentment, document composition, document decomposition and printing and mailing services serving hundreds of customers.
buyer: Usio, Inc. (USIO:$30.24)
Usio, a leading integrated payment solutions provider, offers a wide range of payment solutions to software companies, merchants, billers, banks, service bureaus, and card issuers. The Company operates credit/debit, prepaid, ACH payment processing and Payment Facilitation platforms. "
 target: Information Management Solutions, LLC
Information Management Solutions (IMS), based in San Antonio, Texas, since 1995, offers electronic bill presentment, document composition, digital document warehousing, printing and mailing services for both variable and static print content.
price ($mm)
rev ($mm)
EBITDA ($mm)
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closed 7/17/2014 via Company Press Release

Cathedral Corporation, acquired Axis Data Solutions

See 20 Comparable Transactions
synopsis: Cathedral Corporation, a provider of financial, marketing and fundraising communications for credit unions, banks, universities and nonprofit organizations, has acquired AXIS Data Solutions, a company that provides print, mail, and electronic presentment of transactional documents and customer care solutions to credit unions and government clients.
buyer: Cathedral Corporation
Cathedral Corporation, headquartered in Rome, NY., offers the Essentials® line of print and electronic communication solutions to a variety of industries including Financial Services, Healthcare, Higher Education, Non-profit Fundraising and Churches. "
 target: Axis Data Solutions
AXIS Data Solutions, based in Orlando, FL., is an award-winning service firm delivering excellence in data programming, laser printing, mail processing, and e-business applications that meet the expanding needs of financial institutions, government entities, and corporations in the United States.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/7/2013 via PR Newswire

Venture Encoding, will acquire Scicom Data Services Ltd.

See 55 Comparable Transactions
synopsis: Venture Solutions Inc. announced that it has entered into an agreement to acquire the assets of SCICOM Data Services of Minnetonka, MN. SCICOM is a premier provider of data processing solutions that transform critical data into effective customer communications, on any platform, at any time.
buyer parent: Taylor Corporation
buyer: Venture Encoding
Venture Encoding provides loan servicing, borrower communications and marketing solutions to large financial organizations. Venture leads the market with its VentureAccess online 24/7 customer care portal, as well as its VentureCritical time sensitive, business critical services. "
 target: Scicom Data Services Ltd.
SCICOM delivers innovative and cost-effective data and document processing solutions to their clients. Their clients include Fortune 500 companies and mid-size businesses in the financial, health care, manufacturing and distribution industries.
price ($mm)
$40
rev ($mm)
$43
EBITDA ($mm)
$8
EV / rev
0.9x
EV / EBITDA
4.9x
closed 8/13/2012 via BNC Analysis

PSC Info Group merged with Dantom Systems, Inc.,

See 195 Comparable Transactions
synopsis: Compass Investment Partners, a mid-market private equity fund focused on the business information sector, has completed the acquisition of outsourcing company PSC Info Group. PSC will be combined with Compass portfolio company Dantom Systems. PSC Info Group is a leader in data management, printing and mailing technology and online solutions.
buyer parent: Compass Investment Partners
buyer: Dantom Systems, Inc.
DANTOM Systems, Inc. is the premier provider of value-added business process outsourcing solutions serving the accounts receivable management sectors. DANTOM’s national client base includes the country’s largest collection agencies, hospitals, medical practices, cable companies and utilities. "
 target parent: Roark Capital Group
target: PSC Info Group
PSC Info Group is a leader in data management, printing and mailing technology and online solutions. The company combines industry experience with the latest in technology to help companies manage their document and information needs.
price ($mm)
rev ($mm)
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closed 1/17/2012 via PR Newswire

Mark Altman & Associates merged with Billtrust,

See 20 Comparable Transactions
synopsis: Billtrust, the premier provider of outsourced billing services, announced a merger with Mark Altman & Associates, a leading provider of comprehensive billing solutions serving municipal, utility and private sector customers nationwide.
buyer parent: Edison Ventures
buyer: Billtrust (:$123.11)
Headquartered in Hamilton, NJ, Billtrust is a premier provider of outsourced billing solutions. The company's flagship product and service suite, called CompleteBilling, consists of paper, fax, e-mail and online billing. "
 target: Mark Altman & Associates
Founded in 2001, Mark Altman & Associates has become one of the nation's fastest growing businesses, providing comprehensive billing solutions to municipal, utility, and private organizations nationally.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/17/2006 via PR Newswire

Roark Capital Group, acquired PSC Info Group

See 195 Comparable Transactions
synopsis: Roark Capital Group, an Atlanta-based private equity firm, announced an investment in PSC Info Group. PSC is a leading provider of proprietary outsourced billing and transaction processing solutions primarily for accounts receivable management, financial services and healthcare companies.
buyer: Roark Capital Group
Roark Capital Group is an Atlanta-based private equity firm that acquires majority positions in franchise, direct marketing, financial services, niche manufacturing, and service businesses. "
 target: PSC Info Group
PSC is a leader in statement processing, document technology and data management solutions. With over 20 years of experience, PSC delivers highly effective, customized solutions for accounts receivable management, financial services and healthcare companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/29/2019 via PR Web

Doxim Solutions, acquired Utilitec

See 4 Comparable Transactions
synopsis: Doxim, the leading customer communications and engagement technology provider serving financial and regulated markets, announced that it has acquired Utilitec, a customer communications management solutions provider that focuses exclusively on the unique requirements of the metered services industry.
buyer parent: GI Partners
buyer: Doxim Solutions
Doxim is the customer communications and engagement technology leader serving financial and regulated markets, providing omnichannel document solutions and transforming experiences to strengthen engagement throughout the entire lifecycle. "
 target: Utilitec
From data management to distribution, Utilitec empowers utility clients to deliver the right message to the right customer at the right time. Utilitec’s products and solutions are built around the unique needs of the utility industry, providing critical visibility into clients’ billing data.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/12/2018 via BNC Analysis

Apex Revenue Technologies will be merged with Revspring,

See 573 Comparable Transactions
synopsis: Apex Revenue Technologies, a leader in healthcare technology solutions that provide insight into how patients pay to improve financial outcomes, will be merging with RevSpring, a leader in patient communication and payment systems that tailor engagement touch points to maximize revenue opportunities in acute and ambulatory settings.
buyer parent: GTCR, LLC
buyer: Revspring
RevSpring is a leader in patient communication and payment systems that tailor engagement touch points to maximize revenue opportunities in acute and ambulatory settings. RevSpring has built the industry's most comprehensive suite of patient engagement, communications and payment pathways. "
 target parent: WestView Capital Partners
target: Apex Revenue Technologies
Apex Revenue Technologies is a leader in healthcare technology solutions that provide insight into how patients pay to improve financial outcomes. Apex's cloud-based software promotes patient financial engagement, streamlines patient billing processes, increases revenues and reduces the cost.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/1/2016 via PR Newswire

GTCR, LLC, acquired Revspring

See 104 Comparable Transactions
synopsis: GTCR announced that it has completed the acquisition of RevSpring, Inc., a provider of multi-channel billing and communications solutions to the healthcare and financial services industries. RevSpring helps accelerate revenue through physical and electronic invoices, consumer payment portals, data cleansing solutions and analytics tools.
buyer: GTCR, LLC
GTCR is a leading private equity firm focused on investing in growth companies in the Financial Services & Technology, Healthcare, Technology, Media & Telecommunications and Growth Business Services industries. GTCR has invested more than $12 billion in over 200 companies. "
 target parent: CIP Capital
target: Revspring
Headquartered in Wixom, MI, RevSpring facilitates over one billion customer interactions annually, serving more than 2,000 clients in the healthcare and financial services spaces. Its solutions accelerate cash flow and ensure compliance on time-sensitive consumer communications.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/2/2010 via BNC Analysis

Data Image merged with Dantom Systems, Inc.,

See 36 Comparable Transactions
synopsis: DANTOM Systems is pleased to announce its merger with Data Image, an Ohio based healthcare statement provider, and its affiliate company, Data Online.
buyer: Dantom Systems, Inc.
DANTOM provides credit and collection data processing, high-speed letter printing and USPS first-class mail delivery services to the credit and collection industry. DANTOM has established over 25 different credit and collection software interfaces to service hundreds of customers nationwide. "
 target: Data Image
Data Image offers clients high-impact graphic design, dynamic, full color; variable statements; archiving and online retrieval; and payment processing technology. The payment processing portal, Data Online, is PCI DSS compliant.
price ($mm)
$21
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/9/2012 via PR Newswire

Corporate Graphics International, Inc., acquired Venture Encoding

See 6 Comparable Transactions
synopsis: Taylor Corporation has acquired Venture Encoding, a provider of loan servicing, borrower communications and marketing solutions to large financial organizations. Venture will be merged with Corporate Graphics Direct Marketing Solutions, with the new company carrying the name Venture Solutions Inc.
buyer parent: Taylor Corporation
buyer: Corporate Graphics International, Inc.
Corporate Graphics International serves the specific print and marketing needs of Fortune 1000 companies. The company has six printing, fulfillment and distribution facilities. Its solutions streamline the entire print procurement process, from file creation through billing and reporting. "
 target: Venture Encoding
Venture Encoding provides loan servicing, borrower communications and marketing solutions to large financial organizations. Venture leads the market with its VentureAccess online 24/7 customer care portal, as well as its VentureCritical time sensitive, business critical services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/17/2015 via PR Web

DOXIM Inc., acquired Roler

See 14 Comparable Transactions
synopsis: Doxim, a leading provider of customer engagement software for the financial services industry, announced that is has acquired Roler Data of Mississauga, Ontario. Roler Data provides electronic document composition, processing, delivery and archiving services to a wide array of financial customers.
buyer: DOXIM Inc.
Doxim is a leading provider of SaaS-based customer engagement software for credit unions, community banks and wealth management firms. "
 target: Roler
Roler was founded in 1991 to assist companies who spend too much time and money designing, producing, printing, inserting and mailing important documents such as statements, invoices and bills. ROLER has expanded its services into the content management and document management space.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/5/2013 via PR Newswire

Greatland Corporation, acquired Express Internet Companies.com

See 1 Comparable Transactions
synopsis: Greatland Corporation announced it has acquired the brands ExpressTaxForms.com and ExpressChecks.com from Portland, Ore.-based Express Internet Companies.com. Both are online organizations which provide small and mid-size businesses with W-2 and 1099 forms, as well as custom checks and other banking forms.
buyer: Greatland Corporation
Through Greatland's subsidiaries – Greatland, Nelco, FileTaxes.com and Broker Forms – the company offers an extensive array of specialized products for business: W-2 forms, 1099 forms, W-2 & 1099 software, online filing, business checks and check writing software, presentation materials. "
 target: Express Internet Companies.com
Express Internet Companies.com owns ExpressTaxForms.com and ExpressChecks.com. Both are online organizations which provide small and mid-size businesses with W-2 and 1099 forms, as well as custom checks and other banking forms.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/18/2022 via BusinessWire

Chatham Asset Management, will acquire Vericast

See 9 Comparable Transactions
synopsis: Chatham Asset Management, an investment advisor serving high net worth individuals, retirement plans and trusts, is to acquire Vericast. a marketing company that is reimagining marketing solutions one business-to-human connection at a time.
buyer: Chatham Asset Management
Chatham Wealth Management located in Chatham New Jersey is a SEC registered investment advisor serving high net worth individuals, retirement plans and trusts. The Firm and its predecessors have been in business since 1978. "
 target parent: MacAndrews & Forbes Holdings Inc.
target: Vericast
Vericast is reimagining marketing solutions one business-to-human connection at a time. By influencing how over 120 million households eat, shop, buy, save and borrow, Vericast fuels commerce, drives economic growth and directly accelerates revenue potential for thousands of brands and businesses.
price ($mm)
$2.85
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/19/2019 via Company Press Release

Opus Trust, acquired Critiqom

See 37 Comparable Transactions
synopsis: Opus Trust has acquired Critiqom, the print and mailing experts headquartered in Scotland, that specialize in mission critical customer communications for the public and private sectors. They specialize in data, print, post, and multichannel services; hybrid mail services and more.
buyer: Opus Trust
Opus Trust provides industry leading solutions for multichannel delivery of transactional and critical communications such as invoices, statements, payslips and letters. They create tailored solutions integrating high-speed digital printing, secure e-document solutions and managed postal services. "
 target: Critiqom
Critiqom Limited provides critical communication services in the United Kingdom. It offers communication services, such as data, print, post, and multichannel services; hybrid mail services and more. The company is based in Bellshill, United Kingdom.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/2/2020 via GlobeNewswire

CCL Industries Inc., acquired InTouch Labels & Packaging Co., Inc.

See 36 Comparable Transactions
synopsis: CCL Industries Inc., a world leader in specialty label, security and packaging solutions for global corporations, government institutions, small businesses and consumers, has acquired InTouch Label and Packaging Co., Inc., a specialized short-run digital label converter based near Boston, MA.
buyer: CCL Industries Inc. (TSX:CCL.B:$3,903.51)
CCL, a global specialty packaging pioneer, is the largest label company in the world and provides innovative solutions to the Home & Personal Care, Premium Food & Beverage, Healthcare & Specialty, Automotive & Durables and Consumer markets worldwide. "
 target: InTouch Labels & Packaging Co., Inc.
InTouch Label and Packaging Co., Inc. is a specialized short-run digital label converter based near Boston, MA. They specialize in designing and printing custom labels for most applications including food labels, embossed foils, bumper stickers, decals, shipping, specialty items, and more.
price ($mm)
$11
rev ($mm)
$10
EBITDA ($mm)
$3
EV / rev
1.1x
EV / EBITDA
4.0x
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