Like TaxACT

cancelled 11/1/2011 via Bloomberg

H & R Block, Inc., cancelled an acquisition of TaxACT

See 57 Comparable Transactions
synopsis: H&R Block Inc. was barred by a federal judge from proceeding with its proposed $287.5 million acquisition of the maker of TaxAct products because it would diminish competition in the tax preparation market.
buyer: H & R Block, Inc. (HRB:$3,094.88)
H&R Block Inc. is one of the world's largest tax services providers, having prepared more than 550 million tax returns worldwide since 1955. The Company provides tax return preparation services in person, through H&R Block At Home™ online and desktop software products, and through other channels. "
 target: TaxACT
2nd Story Software is critically acclaimed as a leader in developing affordable tax preparation software and providing Web-based services directly to consumers. TaxACT gives users well-informed tax strategies in an easy-to-use format, while maintaining focus on providing best value for customers.
price ($mm)
$268
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/31/2012 via BusinessWire

InfoSpace, Inc., acquired TaxACT

See 12 Comparable Transactions
synopsis: InfoSpace, Inc. announced that it has completed its previously announced acquisition of TaxACT, a leading provider of online tax solutions. TaxACT is a privately held company founded in 1998 and critically acclaimed as a leader in developing affordable tax preparation software and Web-based services directly for consumers.
buyer: InfoSpace, Inc. (BCOR:$754.95)
InfoSpace, Inc., a developer of metasearch products, is focused on bringing the best of the Web to Internet users. InfoSpace's proprietary metasearch technology combines the top results from several of the largest online search engines, providing fast and comprehensive search results. "
 target parent: TA Associates
target: TaxACT
Founded in 1998, TaxACT is critically acclaimed as a leader in developing affordable tax preparation software and Web-based services directly for consumers. TaxACT was the first to offer free Federal tax software and free e-file to all American taxpayers.
price ($mm)[EV]
$288 [$241]
rev ($mm)
$78
EBITDA ($mm)
$35
EV / rev
3.1x
EV / EBITDA
7.0x
closed 12/20/2010 via PR Newswire

Banks.com, Inc., acquired FileLater

See 12 Comparable Transactions
synopsis: Banks.com, Inc., operator of financial services focused media properties announced it has acquired FileLater.com, a leader in the online tax extension industry and a portfolio of tax-related Internet domains.
buyer: Banks.com, Inc. (BNX:$0.00)
Banks.com, Inc. operates Internet media properties that provide targeted online advertising and services primarily in the financial services sector. Banks.com provides access to financial content, including financial news, blogs, interest-rate tables, stock quotes, and financial calculators. "
 target: FileLater
FileLater is proud to be the first company on the Internet to offer both personal tax extensions and business tax extensions through IRS e-file. FileLater has created an easy-to-use online application that will guides users step by step in submitting a request for a 6 month tax extension.
price ($mm)
$0.18
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/25/2019 via PR Newswire

Wealthsimple, acquired SimpleTax Software Inc.

See 14 Comparable Transactions
synopsis: Wealthsimple, Canada's leading online investment service, announced that it has acquired SimpleTax, a Canadian web-based tax preparation service that makes preparing and filing tax returns quick and easy. Together, the companies aim to further their joint mission of making financial tools simple and accessible to everyone.
buyer: Wealthsimple
Wealthsimple is Canada's leading online investment manager, making smart and simple investing accessible to all Canadians with low minimums and low fees. Their on-demand financial planning services and investment advice educate clients and keep their investments on track. "
 target: SimpleTax Software Inc.
SimpleTax is an award-winning Canadian tax software that makes taxes easy. They believe people deserve better: taxes should be easy and transparent enough to do them alone; the cost to prepare a return should be fair; tax software should be friendly, fast, and fun. That's where SimpleTax comes in.
price ($mm)
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EV / EBITDA
closed 12/7/2016 via Company Press Release

Credit Karma, acquired OnePriceTaxes.com

See 12 Comparable Transactions
synopsis: Credit Karma entered the more than $2 billion online tax preparation industry with its acquisition of AFJC Corporation, a provider of online tax preparation, filing solutions and related services. AFJC Corporation operated the online self-directed tax preparation and filing service, OnePriceTaxes, and Tax Preparer Solutions.
buyer: Credit Karma
Home of the truly free credit score, Credit Karma helps 60+ million consumers track, maintain, & improve credit health with valuable, free tools and info. "
 target: OnePriceTaxes.com
OnePriceTaxes has been making online tax filing easy, accurate, and affordable since 2007. Founded by AFJC Corporation, OnePriceTaxes.com was developed here in the U.S. to make online tax filing quick and easy, for one low price.
price ($mm)
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closed 8/8/2013 via BNC Analysis

Intuit, Inc., acquired GoodApril

See 12 Comparable Transactions
synopsis: Intuit has bought GoodApril for an undisclosed price. GoodApril makes tax-planning software intended to help users reduce their annual tax bill. Their tax monitoring solution helps users to predict and correct tax mistakes before they happen, and save their money.
buyer: Intuit, Inc. (INTU:$7,837.00)
Intuit is a leading provider of business and financial management solutions for small and mid-sized businesses, consumers and accounting professionals. Its flagship products and services, simplify small business management and payroll processing, personal finance, and tax preparation and filing. "
 target: GoodApril
GoodApril is an online tax planning solution for individual American taxpayers. Their tax monitoring solution helps users to predict and correct tax mistakes before they happen, and save their money.
price ($mm)
$20
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/18/2010 via BNC Analysis

Thomson Reuters, acquired TaxSimple, Inc.

See 4 Comparable Transactions
synopsis: Thomson Reuters has acquired the assets of TaxSimple, one of the last independent tax software companies in the tax preparation market. But instead of folding the product line, Thomson is going to use the acquired business to address the small firm market and won't kill TaxSimple products.
buyer: Thomson Reuters (TRI:$5,921.00)
Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. Powered by the world's most trusted news organization, Thomson Reuters combine industry expertise with innovative technology to deliver critical information to leading decision makers. "
 target: TaxSimple, Inc.
Since 1983, TaxSimple has consistently served the financial industry with state-of-the-art computer software. TaxSimple's goal is to provide world-class software solutions and services at one point to meet all your needs.
price ($mm)
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closed 1/8/2007 via BusinessWire

Liberty Tax Service, acquired eSmartTax

See 12 Comparable Transactions
synopsis: Liberty Tax Service announced the acquisition of eSmartTax, the Internet income tax preparation business of San Jose, California-based C&S Technologies. Liberty Tax Service and H&R Block are now the only two national tax preparation firms that offer both an online and brick-and-mortar solution.
buyer: Liberty Tax Service
Liberty Tax Service is the fastest growing retail tax preparation company in the industry’s history.Liberty Tax Service operates 2,450 offices throughout the United States and Canada,. The company focuses on computerized income tax preparation, electronic filing and refund loans. "
 target: eSmartTax
eSmartTax is the Internet income tax preparation business of San Jose, California-based C&S Technologies.
price ($mm)
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closed 9/12/2018 via Company Press Release

Smartsteuer GmbH, acquired Steuerbot GmbH

See 11 Comparable Transactions
synopsis: Smartsteuer, Germany's leading provider of online tax returns for private individuals, the self-employed and small businesses, has acquired Steuerbot, a mobile app in Germany that helps make income tax returns quick and easy. Steuerbot is free and addresses the needs of students, people with part-time jobs, and people who have just started working.
buyer parent: Rudolf Haufe Verlag GmBH & Co KG
buyer: Smartsteuer GmbH
Smartsteuer is Germany's leading provider of online tax returns for private individuals, the self-employed, and small businesses. Smartsteuer allows anyone to file their own tax returns quickly and easily at a low cost. "
 target: Steuerbot GmbH
Steuerbot is a mobile app in Germany that helps make income tax returns quick and easy. The app asks simple questions and generates tax returns based on the users answers. Steuerbot is free and addresses the needs of students, people with part-time jobs, and people who have just started working.
price ($mm)
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closed 4/3/2019 via BNC Analysis

Linx S.A., acquired Hiper Software S.A.

See 691 Comparable Transactions
synopsis: Linx acquired all shares of Brazil-based Hiper Software. Founded in 2012, Hiper is a software house focused on SaaS solutions for micro and small retailers with over 15,000 active customers in 2,000 municipalities and more than 600 distribution channels.
buyer: Linx S.A. (BOVESPA:LINX3:$161.38)
Linx is a company in Brazil that offers ERP and POS management software to the retail sector. The company offers specific solutions for a variety of businesses, these include gas stations, dealerships, food, fashion, optical shops, drugstores, supermarkets, electronics, home decor, and more. "
 target: Hiper Software S.A.
Hiper is a Brazilian software house focused on SaaS solutions for micro and small retailers with over 15,000 active customers in 2,000 municipalities and more than 600 distribution channels. Hiper gives retailers total control of their sales and inventory.
price ($mm)
$4.55
rev ($mm)
$3
EBITDA ($mm)
EV / rev
3.8x
EV / EBITDA
closed 3/28/2019 via PR Web

Togetherwork, acquired File990.org

See 3 Comparable Transactions
synopsis: Togetherwork, the emerging leader in Group Management Software and Payments, has acquired File990.org, a trusted provider of tax filing services for nonprofit organizations. File990.org is the easiest way for non-profits to file their 990N and 990EZ returns online. Their intuitive system enables users to complete and submit their forms in minutes.
buyer parent: GI Partners
buyer: Togetherwork
Togetherwork is the emerging leader in software and payments for groups and organizations of all kinds, helping them grow, become more efficient, increase revenues, and provide excellent service to their members and constituents. Togetherwork serves charities, sports leagues and more. "
 target: File990.org
File990.org is a trusted provider of tax filing services for nonprofit organizations. File990.org is the fastest, safest, and easiest way for non-profits to file their 990N and 990EZ returns online. Their intuitive and user-friendly system enables users to complete and submit their forms in minutes.
price ($mm)
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closed 1/19/2016 via Company Press Release

HgCapital, acquired Sovos Compliance

See 931 Comparable Transactions
synopsis: HgCapital, a sector expert private equity investor, announced a majority investment in Sovos Compliance, a leading provider of regulatory tax compliance software, headquartered in Boston, USA.
buyer: HgCapital
HgCapital is a robust and properly aligned private equity investment firm. Their investment teams manage three investment funds, HgCapital 7, their latest mid-market buyout fund, RPP2 their renewable energy infrastructure fund and HgCapital Mercury, their TMT-focused small buyout fund. "
 target parent: Vista Equity Partners
target: Sovos Compliance
Sovos Compliance designs technology solutions to help businesses meet the demands of their unique tax compliance and reporting obligations. Sovos combines the trusted industry expertise and global research capabilities of Convey, Taxware, and VAT Resource.
price ($mm)
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closed 12/18/2012 via PR Newswire

Vista Equity Partners, acquired ADP Taxware

See 919 Comparable Transactions
synopsis: Vista Equity Partners announced it has completed its acquisition of the Taxware business from ADP in an agreement that was announced on November 6th, 2012. The company will continue to use the Taxware name, a trusted brand in the sales, use and value added tax industry since 1979.
buyer: Vista Equity Partners
Vista, a U.S.-based private equity firm with offices in San Francisco, Chicago, and Austin, invests over $6.6 billion in capital committed to dynamic, successful technology-based organizations led by world-class management teams with long-term perspective. "
 target parent: Automatic Data Processing, Inc.
target: ADP Taxware
ADP Taxware's Taxware Enterprise combines market leading tax research with the latest technology. Operating as an integral part of an existing financial or accounting system, Taxware Enterprise automatically calculates taxes for sales, purchases and rentals.
price ($mm)
rev ($mm)
$50
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 5/17/2011 via PR Newswire

Thomson Reuters, acquired Mastersaf

See 1169 Comparable Transactions
synopsis: Thomson Reuters has acquired Mastersaf, a top provider of tax and accounting solutions for companies operating in Brazil. Mastersaf is a powerful complement to the Thomson Reuters global portfolio of legal, tax and accounting products.
buyer: Thomson Reuters (TRI:$5,921.00)
Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. It combines industry expertise with innovative technology to deliver critical information to leading decision makers. "
 target: Mastersaf
Mastersaf is a top provider of tax and accounting solutions for companies operating in Brazil. It offers a wide array of products and solutions including a tax and accounting compliance suite, E-invoicing software, and LegisCenter, an online information portal for tax rates and rules.
price ($mm)
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closed 2/18/2021 via BNC Analysis

Open Financial Technologies Pvt Ltd, acquired Optotax

See 13 Comparable Transactions
synopsis: Open, a neobanking platform in India, has acquired Optotax, a goods and services tax (GST) platform for tax professionals in India. Optotax helps professionals from all across the country to file GST returns and download full-year reports in Excel. Their web-based platform enables users to simplify processes and effectively manage their clients.
buyer: Open Financial Technologies Pvt Ltd
Based in India, Open offers a business account that let’s small business owners collect payments, auto-reconcile them, and make seamless payouts. They also offer additional tools designed exclusively for businesses, such as an integrated payment gateway, automated accounting and expense management. "
 target: Optotax
Optotax is a goods and services tax (GST) platform for tax professionals in India. Optotax helps professionals from all across the country to file GST returns and download full-year reports in Excel. Their web-based platform enables users to simplify processes and effectively manage their clients.
price ($mm)
$5.00
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/15/2018 via Company Press Release

Xero Limited, will acquire Instafile

See 13 Comparable Transactions
synopsis: Xero announced that they will acquire Instafile, a cloud-based accounts preparation and tax filing solution that connects UK accountants, bookkeepers and small businesses to UK compliance bodies. Instafile links directly to underlying Xero data to allow preparation and filing of Corporation Tax returns together with statutory accounts.
buyer: Xero Limited (ASX:XRO:$564.63)
Xero provides a cloud-based accounting software connects people with the right numbers anytime, anywhere, on any device. For accountants and bookkeepers, Xero helps build a trusted relationship with small business clients through online collaboration. "
 target: Instafile
Founded in 2016, Instafile is a London based startup that provides cloud-based accounts and tax production for Xero. Instafile has created a remarkably easy and fast experience for accountants for filing statutory accounts and tax returns with Companies house and HMRC.
price ($mm)
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announced 7/16/2015 via PR Newswire

Meta Financial Group, will acquire Refund Advantage

See 13 Comparable Transactions
synopsis: Meta Financial Group, Inc. announced that it has signed a definitive agreement with privately-held Fort Knox Financial Services Corporation for MetaBank to acquire substantially all of the assets and liabilities of Fort Knox. Fort Knox, through its Refund Advantage brand, is a leading provider of professional tax refund-transfer software.
buyer: Meta Financial Group (CASH:$104.33)
Headquartered in Sioux Falls, South Dakota, MetaBank's primary banking businesses are deposits, loans and other financial products and services to meet the needs of its commercial, agricultural and retail customers. "
 target: Refund Advantage
Fort Knox Financial Services Corporation, through its Refund Advantage brand, is a leading provider of professional tax refund-transfer software used by independent Electronic Return Originators (ERO's) in over 10,000 locations nationwide and processes over one million refund-transfers per year.
price ($mm)
$53
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/18/2020 via Company Press Release

Topia Limited, acquired Monaeo

See 912 Comparable Transactions
synopsis: Topia, the leader in Global Talent Mobility, announced its acquisition of Monaeo, the technology leader for managing business travel compliance for enterprises and individuals. Monaeo simplifies tax compliance with its next-generation data analytics platform.
buyer: Topia Limited
Topia is the leader in Global Talent Mobility. Topia empowers enterprise HR teams to deploy, manage and engage employees anywhere in the world. The Topia platform automates the entire global talent mobility process, from scenario-based planning, compliance risk management, expat payroll, and more. "
 target: Monaeo
Monaeo simplifies tax compliance with its next-generation data analytics platform. It automates the inadequate manual process of gathering employee location data, giving enterprises complete clarity with their multi-jurisdiction tax compliance, optimization and audit defense processes.
price ($mm)
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EV / EBITDA
closed 9/11/2019 via PR Newswire

Hyperion Technologies Inc., purchased Rocket and CryptoTaxes from Vanbex Group Inc

See 2548 Comparable Transactions
synopsis: Hyperion has acquired the blockchain technology products Rocket and CryptoTaxes from Vancouver-based blockchain technology firm Vanbex. Rocket offers a smart contract solution for creation, deployment, and issuance of digital assets, and CryptoTaxes simplifies tax filings for capital gains and losses in relation to crypto asset trading.
buyer: Hyperion Technologies Inc.
Hyperion is the first global marketplace for securities and cryptocurrencies on one platform. Hyperion allows investors to seamlessly invest in new assets and security tokens using cryptocurrencies or fiat, and have their capital placed without delay. "
 seller: Vanbex Group Inc
Rocket is an end-to-end solution for launching security tokens using proprietary smart contracts. CryptoTaxes is a simplified tax solution developed for cryptocurrency traders to calculate their capital gains and losses from digital asset trading for annual tax filings.
price ($mm)
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EV / rev
EV / EBITDA
closed 5/9/2018 via BNC Analysis

Vayana Network, acquired SahiGST

See 869 Comparable Transactions
synopsis: Vayana Network, a financing network in India, has acquired SahiGST, an Indian company that offers a cloud-based GST return filing and compliance solution. SahiGST's solution covers all types of GST returns and helps businesses be more efficient in managing their GST filings and reconciliation.
buyer: Vayana Network
Vayana Network is a financing network in India that enables Businesses and their Trade Partners to capture their entire receivable and payable trades electronically and finance through Banks and Financial Institutions. "
 target: SahiGST
Founded in 2016, SahiGST is an Indian company that offers a cloud-based GST return filing and compliance solution. The platform covers all types of GST returns and helps businesses be more efficient in managing their GST filings and reconciliation.
price ($mm)
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Pages:  
closed 10/4/2013 via BNC Analysis

TaxACT, acquired Balance Financial, Inc.

See 42 Comparable Transactions
synopsis: Balance Financial has been acquired by Blucora's TaxAct subsidiary. Balance Financial, Inc. is a financial analytics company focused on helping individuals and families live a balanced financial life. The company assigns personal bookkeepers to manage their client’s daily finances.
buyer parent: Blucora, Inc.
buyer: TaxACT
Founded in 1998, TaxACT is critically acclaimed as a leader in developing affordable tax preparation software and Web-based services directly for consumers. TaxACT was the first to offer free Federal tax software and free e-file to all American taxpayers. "
 target: Balance Financial, Inc.
Balance Financial, Inc. is a financial analytics company focused on helping individuals and families live a balanced financial life. The company assigns personal bookkeepers to manage their clients daily finances.
price ($mm)
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closed 1/31/2012 via BusinessWire

InfoSpace, Inc., acquired TaxACT

See 12 Comparable Transactions
synopsis: InfoSpace, Inc. announced that it has completed its previously announced acquisition of TaxACT, a leading provider of online tax solutions. TaxACT is a privately held company founded in 1998 and critically acclaimed as a leader in developing affordable tax preparation software and Web-based services directly for consumers.
buyer: InfoSpace, Inc. (BCOR:$754.95)
InfoSpace, Inc., a developer of metasearch products, is focused on bringing the best of the Web to Internet users. InfoSpace's proprietary metasearch technology combines the top results from several of the largest online search engines, providing fast and comprehensive search results. "
 target parent: TA Associates
target: TaxACT
Founded in 1998, TaxACT is critically acclaimed as a leader in developing affordable tax preparation software and Web-based services directly for consumers. TaxACT was the first to offer free Federal tax software and free e-file to all American taxpayers.
price ($mm)[EV]
$288 [$241]
rev ($mm)
$78
EBITDA ($mm)
$35
EV / rev
3.1x
EV / EBITDA
7.0x
cancelled 11/1/2011 via Bloomberg

H & R Block, Inc., cancelled an acquisition of TaxACT

See 57 Comparable Transactions
synopsis: H&R Block Inc. was barred by a federal judge from proceeding with its proposed $287.5 million acquisition of the maker of TaxAct products because it would diminish competition in the tax preparation market.
buyer: H & R Block, Inc. (HRB:$3,094.88)
H&R Block Inc. is one of the world's largest tax services providers, having prepared more than 550 million tax returns worldwide since 1955. The Company provides tax return preparation services in person, through H&R Block At Home™ online and desktop software products, and through other channels. "
 target: TaxACT
2nd Story Software is critically acclaimed as a leader in developing affordable tax preparation software and providing Web-based services directly to consumers. TaxACT gives users well-informed tax strategies in an easy-to-use format, while maintaining focus on providing best value for customers.
price ($mm)
$268
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/1/2019 via GlobeNewswire

H & R Block, Inc., acquired Wave Financials Inc.

See 189 Comparable Transactions
synopsis: H&R Block, Inc. has acquired Canda-based Wave HQ Inc., a rapidly growing financial solutions platform focused on changing the way small business owners manage their finances. Wave provides accounting, invoicing, payroll, and payments software solutions, as well as bookkeeping services, built into a comprehensive platform.
buyer: H & R Block, Inc. (HRB:$3,094.88)
H&R Block, Inc. is a global consumer tax services provider. Tax return preparation services are provided by professional tax preparers in company-owned and franchise retail tax offices, and through H&R Block tax software products. H&R Block also offers adjacent Tax Plus products and services. "
 target: Wave Financials Inc.
Canada-based Wave Financial Inc. provides software solutions and related services designed to help small business owners manage their finances. Wave provides accounting, invoicing, payroll, and payments software solutions, as well as bookkeeping services, built into a comprehensive platform.
price ($mm)
$405
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/16/2013 via Company Press Release

Thomson Reuters Tax & Accounting, acquired TaxWorks

See 13 Comparable Transactions
synopsis: The Tax & Accounting business of Thomson Reuters has announced that it has acquired select assets of the TaxWorks software line from RedGear Technologies. TaxWorks, Inc. develops tax preparation software solutions for professional tax preparers.
buyer parent: Thomson Reuters
buyer: Thomson Reuters Tax & Accounting
Thomson Reuters Tax & Accounting is the leading provider of technology and information solutions, as well as integrated tax compliance software and services to accounting, tax and corporate finance professionals in accounting firms, corporations, law firms and government. "
 target parent: H & R Block, Inc.
target: TaxWorks
TaxWorks, Inc. develops tax preparation software solutions for professional tax preparers. The company offers TaxWorks,1040WORKS, and ARKWORKS. The company was founded in 1972 and is based in Kaysville, Utah.
price ($mm)
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cancelled 11/1/2011 via Bloomberg

H & R Block, Inc., cancelled an acquisition of TaxACT

See 57 Comparable Transactions
synopsis: H&R Block Inc. was barred by a federal judge from proceeding with its proposed $287.5 million acquisition of the maker of TaxAct products because it would diminish competition in the tax preparation market.
buyer: H & R Block, Inc. (HRB:$3,094.88)
H&R Block Inc. is one of the world's largest tax services providers, having prepared more than 550 million tax returns worldwide since 1955. The Company provides tax return preparation services in person, through H&R Block At Home™ online and desktop software products, and through other channels. "
 target: TaxACT
2nd Story Software is critically acclaimed as a leader in developing affordable tax preparation software and providing Web-based services directly to consumers. TaxACT gives users well-informed tax strategies in an easy-to-use format, while maintaining focus on providing best value for customers.
price ($mm)
$268
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/7/2005 via BusinessWire

H & R Block, Inc., acquired TaxNet, Inc.

See 13 Comparable Transactions
synopsis: To accelerate its growth in the online and packaged software tax industry, H&R Block today announced it has acquired TaxNet(TM) Inc., a San Diego, Calif.-based provider of customized online tax services.
buyer: H & R Block, Inc. (HRB:$3,094.88)
H&R Block is the world's largest tax services provider, having served more than 400 million clients since 1955. The sixth-largest retailer in the world, H&R Block has more than 12,000 locations serving taxpayers primarily in the United States, Canada and Australia. "
 target: TaxNet, Inc.
TaxNet was created to provide taxpayers with a simple and intelligent tax preparation experience and to do it at a fraction of the cost of other products. TaxNet is designed by tax and software usability experts, providing depth of tax content and accuracy with an innovative interface and approach.
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closed 3/10/2021 via PR Newswire

Equifax, Inc., acquired HIREtech

See 573 Comparable Transactions
synopsis: Equifax, a global data, analytics, and technology company, announced that it has closed the acquisition of HIREtech, a technology-focused human capital management (HCM) and employer tax incentive firm.
buyer: Equifax, Inc. (NYSE:EFX:$4,634.50)
Equifax is a global data, analytics, and technology company, they play an essential role in the global economy by helping financial institutions, companies, employees, and government agencies make critical decisions with greater confidence. "
 target: HIREtech
HIREtech is a technology-focused human capital management (HCM) and tax incentive firm. They provide real-time data and intelligence to help employers make important financial and hiring decisions across the entire employee lifecycle – from onboarding to offboarding.
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closed 5/5/2004 via PR Newswire

First Advantage Corporation, acquired CIC Enterprises

See 45 Comparable Transactions
synopsis: First Advantage Corporation, a global risk management solutions provider, announced the acquisition of substantially all of the assets of CIC Enterprises, an Indianapolis based company specializing in the identification and processing of tax and incentive credits, sales and use-tax services, transportation tax services and tax consulting services.
buyer parent: The First American Corporation
buyer: First Advantage Corporation
First Advantage Corporation is a leading provider of information services, providing single-source solutions for the screening, certification, and risk mitigation needs of corporations and consumers across the nation. "
 target: CIC Enterprises
There is a lot at stake in tax retrieval and compliance with government programs. Because it is our specialty, no one knows that better than us. There is good reason for you to place your trust in our capable services. Since 1980, CIC Enterprises has provided leading businesses with comprehensive g
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closed 2/23/2021 via BNC Analysis

Fisdom, acquired Tax2Win

See 5 Comparable Transactions
synopsis: Fisdom, focused on investment and wealth management, has acquired tax returns filing platform Tax2win. India-based Tax2win, operated by Winiin Tax Scope Pvt Ltd, was set up by co-founders including CEO Abhishek Soni. The company helps plan and file income tax returns, including for individuals and small businesses. 
buyer: Fisdom
Fisdom is focused on investment and wealth management. The company provides technology-enabled wealth management services including solutions for investments, savings, and protection. "
 target: Tax2Win
Tax2win, operated by Winiin Tax Scope Pvt Ltd, was set up by co-founders including CEO Abhishek Soni. The company helps plan and file income tax returns, including for individuals and small businesses. Tax2Win is an India-based tax returns filing platform.
price ($mm)
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closed 9/25/2019 via PR Newswire

Wealthsimple, acquired SimpleTax Software Inc.

See 14 Comparable Transactions
synopsis: Wealthsimple, Canada's leading online investment service, announced that it has acquired SimpleTax, a Canadian web-based tax preparation service that makes preparing and filing tax returns quick and easy. Together, the companies aim to further their joint mission of making financial tools simple and accessible to everyone.
buyer: Wealthsimple
Wealthsimple is Canada's leading online investment manager, making smart and simple investing accessible to all Canadians with low minimums and low fees. Their on-demand financial planning services and investment advice educate clients and keep their investments on track. "
 target: SimpleTax Software Inc.
SimpleTax is an award-winning Canadian tax software that makes taxes easy. They believe people deserve better: taxes should be easy and transparent enough to do them alone; the cost to prepare a return should be fair; tax software should be friendly, fast, and fun. That's where SimpleTax comes in.
price ($mm)
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closed 2/23/2017 via PR Newswire

Ernst & Young, LLP, acquired TaxChat

See 1 Comparable Transactions
synopsis: Ernst & Young LLP, a global leader in assurance, tax, transaction and advisory services, has acquired certain tax technology platform assets from TaxChat, LLC, an innovative startup that focused on mobile, on-demand tax preparation services.
buyer: Ernst & Young, LLP
Ernst & Young is a global leader in assurance, tax, transaction and advisory services. The insights and quality services they deliver help build trust and confidence in the capital markets and in economies the world over. "
 target: TaxChat
TaxChat automatically connects clients to the best tax preparers in the U.S. and enables clients to have their returns prepared entirely on mobile.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/31/2021 via Yahoo, Inc.

Requiti Capital Ltd., acquired Pinmo

See 3623 Comparable Transactions
synopsis: Requiti, a Canadian firm that specializes in helping Canadian businesses navigate the complex world of Canadian business tax incentives, has acquired fintech company Pinmo. Pinmo, based in Canada, offers tax credit solutions to its clients. Pinmo began initially as a tech startup specializing in social media monetization.
buyer: Requiti Capital Ltd.
Founded in 2014, Requiti Capital seeks to fix the knowledge gap for small to medium businesses by using solutions usually reserved for larger private corporations. They also specialize in technical strategic planning and capital investments that can help businesses remain competitive. "
 target: Pinmo
Pinmo, based in Canada, offers tax credit solutions to its clients. Pinmo helps clients get more money back from the government and helps them regain time to run their business. Pinmo began initially as a tech startup specializing in social media monetization and advertising technologies.
price ($mm)
$10
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/2/2012 via PR Newswire

KPMG International, will purchase Indirect Tax Managed Services Business from OneSource

See 8 Comparable Transactions
synopsis: Propelling itself into position as a global market leader in indirect tax compliance services, KPMG LLP announced its acquisition of the U.S. assets of Thomson Reuters Corporation's widely respected ONESOURCE® Indirect Tax Managed Services business.
buyer: KPMG International
KPMG is a global network of professional firms providing Audit, Tax and Advisory services. The company operates in 150 countries and has 138,000 people working in member firms around the world. The independent member firms of the KPMG network are affiliated with KPMG International, a Swiss entity. "
 seller parent: Thomson Reuters
seller: OneSource
ONESOURCE is a breakthrough tax product platform provided by the Tax & Accounting business of Thomson Reuters. It enables tax departments of all sizes to better manage compliance and risk.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/17/2015 via BNC Analysis

The Willbes & CO., Ltd., will acquire Namu Business Academy

See 72 Comparable Transactions
synopsis: Willbes & Co Ltd., a provider of postgraduate training for individuals looking for professional job, such as lawyer, diplomat, government official, appraiser, said it will acquire the accounting and tax education company Namu Business Academy.
buyer: The Willbes & CO., Ltd. (A008600:$216.66)
Headquartered in Cheonan, South Korea, The Willbes & CO., Ltd. engages in manufacture and sale of apparel. The company offers knit wear, sweater, woven wear, swim wear, and microfiber products. Willbes also provides postgradutate training for individuals looking for a professional job. "
 target: Namu Business Academy
Namu Business Academy provides tax and accounting education services. The company is based in South Korea.
price ($mm)
$13
rev ($mm)
$18
EBITDA ($mm)
EV / rev
0.7x
EV / EBITDA
closed 1/2/2013 via PR Newswire

Ryan, LLC, purchased Property Tax Services Business from OneSource

See 2 Comparable Transactions
synopsis: Ryan, a leading global tax services firm with the largest indirect tax practice in North America, announced it has acquired Thomson Reuters Property Tax Services business. The acquisition will add an estimated 600 property tax and unclaimed property professionals. The featured product of the Property Tax Services business is part of OneSource.
buyer: Ryan, LLC
Ryan is an award-winning global tax services firm, with the largest indirect tax practice in North America and the seventh largest corporate tax practice in the United States. The Firm provides a comprehensive range of state, local, federal, and international tax advisory and consulting services. "
 seller parent: Thomson Reuters
seller: OneSource
OneSource Property Tax is a family of software applications and professional services designed to precisely and efficiently manage property tax compliance needs throughout the U.S. and Canada.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/3/2020 via BusinessWire

Cash App, will purchase Credit Karma Tax from Credit Karma

See 3 Comparable Transactions
synopsis: Square, Inc. has entered into a definitive agreement with Credit Karma, a personal finance company, to acquire its tax business, Credit Karma Tax, on behalf of Cash App, the financial services app that allows individuals to spend, send, store and invest money.
buyer parent: Square, Inc.
buyer: Cash App
Cash App is a mobile payment service developed by Square, Inc., allowing users to transfer money to one another using a mobile phone app. "
 seller: Credit Karma
Credit Karma is a personal finance company that's focused on helping everyone make financial progress. Whether they're interested in getting a better deal on a loan, looking for ways to save, or simply monitoring their credit, they offer a range of tools and personalized recommendations.
price ($mm)
$50
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/5/2015 via PR Newswire

Ryan, LLC, acquired Taxaccord

See 11 Comparable Transactions
synopsis: Ryan, a leading global tax services firm with the largest indirect and property tax practices in North America, announced that the Firm has acquired Taxaccord, a tax automation services firm supporting multinational corporations worldwide with complex tax software implementation and process improvement solutions.
buyer: Ryan, LLC
Ryan is an award-winning global tax services firm, with the largest indirect tax practice in North America and the seventh largest corporate tax practice in the United States. The Firm provides a comprehensive range of state, local, federal, and international tax advisory and consulting services. "
 target: Taxaccord
Taxaccord is a tax automation services firm supporting multinational corporations worldwide with complex tax software implementation and process improvement solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/1/2019 via BusinessWire

BDO USA LLP, acquired TAXPE LLC

See 7 Comparable Transactions
synopsis: BDO USA, LLP, a leading professional services firms, has acquired TAXPE LLC, a firm focused on the optimization of income tax reporting processes for corporate tax departments. TAXPE helps their clients redesign their current processes, enhance the use of technology, and streamline the calculation and delivery of their tax reporting requirements.
buyer parent: BDO Global
buyer: BDO USA LLP
BDO is the brand name for BDO USA, LLP, a U.S. professional services firm providing assurance, tax, and advisory services to a wide range of publicly traded and privately held companies. BDO has provided quality service through the active involvement of experienced and committed professionals. "
 target: TAXPE LLC
TAXPE is a firm focused on the optimization of end-to-end income tax reporting processes for large corporate tax departments. TAXPE helps their clients redesign their current processes, enhance the use of technology, and streamline the calculation and delivery of their tax reporting requirements.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/22/2020 via PR Web

Sovos Compliance, acquired Accordance Technical Service Ltd.

See 27 Comparable Transactions
synopsis: Sovos has acquired Accordance, a UK-based value-added tax (VAT) managed services company. By combining both companies’ managed services, Sovos can accelerate the introduction of intelligent data integration and data quality dashboards coupled with cloud interfaces for customers to more easily manage any VAT compliance model as regulations evolve.
buyer parent: HgCapital
buyer: Sovos Compliance
Sovos is a leading global provider of software that solves the complexities of the digital transformation of tax, with complete, connected offerings for tax determination, continuous transaction control compliance, tax reporting, and more. "
 target: Accordance Technical Service Ltd.
UK-based Accordance is an international VAT consultancy and compliance firm, enabling businesses to trade confidently through the provision of expert-led, tech-enabled compliance. Its VAT consultants specialize in cross-border transactions and advise companies across the EU and beyond.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/15/2007 via BusinessWire

Avalara, acquired Trustfile

See 1 Comparable Transactions
synopsis: Avalara, a leading provider of Web-hosted sales tax management services, has acquired Trustfile. Trustfile, based in Baton Rouge, La., offers software providing a simple, inexpensive solution that automates sales tax e-filing and e-payment within one application.
buyer: Avalara (:$500.57)
Avalara is changing the sales tax landscape by delivering innovative and affordable solutions to small and mid-sized businesses. Avalara creates integrated, on demand, Web-based services that provide transparent transactions, accurate tax compliance, painless administration and effortless reporting."
 target: Trustfile
Trustfile is a business-tax filing company that simplifies electronic preparation, filing and payment of business taxes. For nearly 20 years, Trustfile has worked closely with business filers and revenue agencies, building tremendous knowledge of customer needs and how to meet them.
price ($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
closed 2/5/2020 via Los Angeles Times

CAA Sports, acquired Kauffman Sports Management Group

See 87 Comparable Transactions
synopsis: Creative Artists Agency said Monday that its CAA Sports division acquired Kauffman Sports Management Group, an L.A.-based firm that represents NBA executives, as well as NBA and NCAA basketball coaches. They specialize in career management, contract strategy, PR, marketing, social media planning and more.
buyer parent: Creative Artists Agency
buyer: CAA Sports
Creative Artists Agency LLC or CAA is an American talent and sports agency based in Los Angeles, California. It is regarded as a dominant and influential company in the talent agency business and manages numerous clients. "
 target: Kauffman Sports Management Group
Kauffman Sports Management Group (KSMG) is a full service sports management agency focusing on the representation of NBA front office executives and NBA and NCAA basketball coaches. They specialize in career management, contract strategy, PR, marketing, social media planning and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/24/2021 via PR Newswire

Grace Hill, acquired Elizabeth Moreland Consulting, Inc.

See 2 Comparable Transactions
synopsis: Grace Hill, a provider of talent performance solutions for the property management industry, has acquired Elizabeth Moreland Consulting, an industry leader in tax credit and affordable housing compliance and resource training. Elizabeth Moreland Consulting offers online training services to help property managers master tax credit.
buyer parent: Stone Point Capital, LLC
buyer: Grace Hill
Grace Hill develops best-in-class online training courseware and administration solely for the property management industry. For more than 20 years, Grace Hill has helped people, teams and companies in the multifamily industry improve performance and reduce risk. "
 target: Elizabeth Moreland Consulting, Inc.
Elizabeth Moreland Consulting is an industry leader in tax credit and affordable housing compliance and resource training. Elizabeth Moreland Consulting offers online training services to help property managers master the complex regulations of the tax credit and other affordable housing programs.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/23/2020 via Reuters

Knowledge Shop Pty Ltd, will acquire TaxBanter Pty Ltd

See 5 Comparable Transactions
synopsis: Knowledge Shop, the leading resource service for professional advisers in Australia, will acquire a 60% stake in TaxBanter, an Australian leader in professional tax training services. TaxBanter provides Australian accounting practices with access to effective tax learning through the delivery of quality in-house, online and public tax courses.
buyer parent: Easton Investments
buyer: Knowledge Shop Pty Ltd
Knowledge Shop is the leading resource service for professional advisers in Australia. Knowledge Shop delivers real time knowledge resources and training across tax & accounting, superannuation, specialist advice areas such as business valuations, and practice management. "
 target: TaxBanter Pty Ltd
TaxBanter is an Australian leader in professional tax training and specialist training services. TaxBanter provides Australian accounting practices with access to effective tax learning through the delivery of quality in-house, online and public tax courses.
price ($mm)
$2.95*
rev ($mm)
EBITDA ($mm)
$1
EV / rev
EV / EBITDA
4.5x
closed 7/5/2016 via BusinessWire

Loscalzo Associates, acquired Nichols Patrick CPE

See 5 Comparable Transactions
synopsis: Loscalzo Associates, a leading provider of LIVE CPE programs servicing the accounting profession, announced the acquisition of Nichols Patrick CPE, a continuing education provider specializing in tax training. Loscalzo Associates and Nichols Patrick CPE are the premier providers of LIVE CPE programs servicing the accounting profession.
buyer parent: Graham Holdings Company
buyer: Loscalzo Associates
Loscalzo Associates, Ltd, a SmartPros Company, has been one of the premiere providers of LIVE CPE programs servicing the accounting profession. Their clients include State CPA Societies and Associations, regional to small public accounting firms and individual CPAs throughout the United States. "
 target: Nichols Patrick CPE
Nichols Patrick CPE is recognized as a leader in developing and presenting live seminars and web based training for CPAs who need to expand or update their knowledge of federal and state tax laws. Their Tax Update programs have been a highly rated staple of many CPE programs for over 25 years.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/7/2020 via BusinessWire

LERETA, LLC, acquired Accumatch

See 36 Comparable Transactions
synopsis: LERETA, a leading provider of national real estate tax and flood services, has acquired Accumatch. A Dallas-based property tax intelligence company, Accumatch has experienced rapid growth since it was founded in 2002. ccumatch has developed a platform to help reduce risk, save time, and simplify compliance.
buyer: LERETA, LLC
Since 1986 LERETA has provided the mortgage industry with nationwide property tax and flood data services. LERETA is on a mission to increase servicer efficiency, reduce penalties and interest, and provide unparalleled service. "
 target: Accumatch
Accumatch is a Dallas-based property tax intelligence company that has experienced rapid growth since it was founded in 2002. Accumatch has developed a platform to help reduce risk, save time, and simplify compliance.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
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Pages:  
Geography
Matching Companies
Ticker:
 
 
 
 
 
 
 
 
Vertex Incorporated
Vertex Incorporated
Vertex, Inc. is a leading global provider of indirect tax software and solutions. Vertex provides cloud-based and on-premise solutions that can be tailored to specific industries for major lines of indirect tax, including sales and consumer use, value added and payroll.
year
2021
rev ($mm)
$383.66
EBITDA ($mm)
($63.81)
EBIT ($mm)
($74.21)
Net Income ($mm)
Employees
1200
  • drill down
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Ticker: TSXV:ILA
 
 
 
 
 
 
 
 
iLOOKABOUT
iLOOKABOUT
iLOOKABOUT is a software, data analytics and visual intelligence company focused on real property. The Company primarily serves the property assessment, property taxation, municipal, insurance, and appraisal sectors, both public and private, in North America.
year
2021
rev ($mm)
$23.69
EBITDA ($mm)
($6.79)
EBIT ($mm)
($8.05)
Net Income ($mm)
Employees
45
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Ticker:
 
 
 
 
 
 
 
 
Avalara
Avalara
Avalara helps businesses of all sizes get tax compliance right. Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, excise, communications, and other indirect tax types.
year
2020
rev ($mm)
$500.57
EBITDA ($mm)
($38.84)
EBIT ($mm)
($59.07)
Net Income ($mm)
Employees
3351
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Ticker: BCOR
 
 
 
 
 
 
 
 
Blucora, Inc.
Blucora, Inc.
Blucora, Inc. operates a diverse group of Internet businesses. Its mission is to deliver long-term value to its customers, partners and shareholders through financial discipline, operational expertise and technology innovation. Blucora’s online businesses reach millions of users worldwide every day.
year
2020
rev ($mm)
$754.95
EBITDA ($mm)
$79.66
EBIT ($mm)
$45.15
Net Income ($mm)
Employees
846
  • drill down
  • watch
Ticker: HRB
 
 
 
 
 
 
 
 
H & R Block, Inc.
H & R Block, Inc.
H&R Block Inc. is one of the world's largest tax services providers, having prepared more than 550 million tax returns worldwide since 1955. The Company provides tax return preparation services in person, through H&R Block At Home™ online and desktop software products, and through other channels.
year
2019
rev ($mm)
$3,094.88
EBITDA ($mm)
$782.49
EBIT ($mm)
$615.79
Net Income ($mm)
$422.51
Employees
2700
  • drill down
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Ticker:
 
 
 
 
 
 
 
 
Global Blue
Global Blue
Based in Switzerland, Global Blue pioneered the concept of Tax Free Shopping. Through continuous innovation, it has become the leading strategic technology and payments partner, empowering merchants to capture the growth of international shoppers.
year
2020
rev ($mm)
$139.26
EBITDA ($mm)
($59.32)
EBIT ($mm)
($155.37)
Net Income ($mm)
Employees
2050
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Ticker: ADP
 
 
 
 
 
 
 
 
Automatic Data Processing, Inc.
Automatic Data Processing, Inc.
Automatic Data Processing, Inc., with more than $10 billion in revenues and approximately 600,000 clients, is one of the world's largest providers of business outsourcing solutions. ADP offers a wide range of human resource, payroll, tax and benefits administration solutions from a single source.
year
2018
rev ($mm)
$13,325.80
EBITDA ($mm)
$2,918.10
EBIT ($mm)
$2,540.50
Net Income ($mm)
$1,620.80
Employees
57000
  • drill down
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Ticker: BCOR
 
 
 
 
 
 
 
 
Blucora, Inc.
Blucora, Inc.
Blucora, Inc. operates a diverse group of Internet businesses. Its mission is to deliver long-term value to its customers, partners and shareholders through financial discipline, operational expertise and technology innovation. Blucora’s online businesses reach millions of users worldwide every day.
year
2020
rev ($mm)
$754.95
EBITDA ($mm)
$79.66
EBIT ($mm)
$45.15
Net Income ($mm)
Employees
846
  • drill down
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Ticker: CS
 
 
 
 
 
 
 
 
Credit Suisse Group AG
Credit Suisse Group AG
Credit Suisse provides its clients with investment banking, private banking and asset management services worldwide. Credit Suisse offers advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally.
year
2018
rev ($mm)
$21,321.43
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
45560
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Ticker: PNC
 
 
 
 
 
 
 
 
The PNC Financial Services Group
The PNC Financial Services Group
PNC Financial Services Group is one of the nation's largest diversified financial services organizations providing retail and business banking; specialized services for corporations and government entities, including corporate banking; wealth management; asset management and global fund services.
year
2020
rev ($mm)
$13,726.00
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$7,517.00
Employees
50403
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Ticker: CMA
 
 
 
 
 
 
 
 
Comerica, Inc.
Comerica Incorporated is a financial services company headquartered in Dallas, Texas, and strategically aligned by three business segments: The Business Bank, The Retail Bank, and Wealth & Institutional Management. Comerica focuses on relationships, and helping people and businesses be successful.
year
2009
rev ($mm)
$3,155.00
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$17.00
Employees
9075
  • drill down
  • watch
Ticker: WLDN
 
 
 
 
 
 
 
 
Willdan Group, Inc.
Willdan Group, Inc.
Willdan is a nationwide provider of professional technical and consulting services to utilities, government agencies, and private industry. Willdan’s service offerings include electric grid solutions, energy efficiency and sustainability, engineering and planning, and municipal financial consulting.
year
2018
rev ($mm)
$249.98
EBITDA ($mm)
$18.78
EBIT ($mm)
$14.29
Net Income ($mm)
$12.12
Employees
862
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