Like Artizan Internet Services, LLC.

closed 3/31/2011 via BusinessWire

Applied Systems, Inc., acquired Artizan Internet Services, LLC.

See 155 Comparable Transactions
synopsis: Insurance technology company Applied Systems has announced that it has acquired Artizan Internet Services, the leading provider of Web-based and outsourced customer service solutions for the insurance industry, expanding capabilities around agency and broker management systems.
buyer parent: Bain Capital
buyer: Applied Systems, Inc.
Applied Systems, Inc., develops, sells and supports insurance agency and broker management systems and provides services for accounting, customer, policy, claims management, and all related agent and broker functions. "
 target: Artizan Internet Services, LLC.
Artizan Internet Services is the leading provider of Web-based and outsourced customer service solutions for the insurance industry. Artizan’s unique suite of programs enables insurance professionals to leverage their existing sales and service processes to deliver greater results.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/21/2016 via PE Hub

j2 Global, Inc., acquired Callstream

See 443 Comparable Transactions
synopsis: YFM Equity Partners (YFM) and Octopus Investments (Octopus) have sold their stake in Callstream Group Limited (“Callstream”) for an undisclosed sum to J2 Global, Inc. Callstream is a leading national provider of cloud-based call management technology to the UK insurance, travel and retail markets.
buyer: j2 Global, Inc. (JCOM:$1,740.72)
j2 Global, Inc. provides Internet services through two divisions: Business Cloud Services, which offers Internet fax, virtual phone, hosted email, email marketing, online backup, unified communications and CRM solutions, and Digital Media, which offers technology, gaming and lifestyle content. "
 target: Callstream
UK-based Callstream provides cloud-based call management technology to the insurance, travel and retail markets. Callstream's specialist services and tailored solutions enable organisations to handle large volumes of customer phone calls more efficiently, to improve performance and profitability.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/10/2019 via BNC Analysis

Applied Systems Inc., acquired TechCanary

See 162 Comparable Transactions
synopsis: Applied Systems, a global insurance software company, has acquired TechCanary, a software company focused on the insurance industry. TechCanary provides the insurance industry with new and innovative alternatives to legacy agency management systems and generic CRM and call center solutions.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, Ireland and the United Kingdom. "
 target: TechCanary
Founded in 2013, TechCanary is an InsurTech company offering the #1 insurance solution available on Salesforce. The company’s mission is to provide the insurance industry new and innovative alternatives to legacy agency management systems and generic CRM and call center solutions.
price ($mm)
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EV / rev
EV / EBITDA
closed 5/21/2021 via BusinessWire

Majesco, acquired Loss Control 360

See 217 Comparable Transactions
synopsis: Majesco, a global provider of cloud insurance platform software, announced the acquisition of Utilant, a U.S. based InsurTech company providing the industry-leading survey management SaaS product suite for Loss Control and Premium Audit surveys and artificial intelligence (AI)/machine learning (ML) data and analytics.
buyer: Majesco (:$146.45)
Majesco provides technology, expertise, and leadership that helps insurers modernize, innovate, and connect to build the future of their business at speed and scale. The company's platforms connect people and businesses to insurance in innovative, hyper-relevant, compelling, and personal ways. "
 target: Loss Control 360
Utilant’s Loss Control 360 is the “best-in-class” Loss Control Survey Management SaaS Platform for Loss Control and Premium Audit surveys, driving predictive risk insights for Property & Casualty Insurance Carriers and Top Risk Engineering Companies.
price ($mm)
rev ($mm)
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closed 12/26/2006 via

The Innovation Group plc, acquired First Notice Systems, Inc.

See 139 Comparable Transactions
synopsis: The Innovation Group, a global provider of technology-enabled outsourcing and technology solutions to the P&C industry, announced that the company has reached an agreement to acquire First Notice Systems, Inc. from Concentra Operating Corporation for (US)$51.55 million in cash.
buyer: The Innovation Group plc
Innovation Group provides outsourcing services and software solutions to insurers and other risk carriers through its international network of offices. The Group has assembled a portfolio of important assets comprising a set of software-led business processes. "
 target parent: Concentra Inc.
target: First Notice Systems, Inc.
A leading provider of claim reporting outsourcing services and software to the property and casualty insurance market in the U.S. First Notice’s principal focus is on handling – on behalf of its clients – the first notice of loss made by an insurance company customer of a claim or a potential claim.
price ($mm)
$50
rev ($mm)
$20
EBITDA ($mm)
EV / rev
2.5x
EV / EBITDA
announced 8/8/2019 via GlobeNewswire

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

See 313 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:$6,274.00)
Roper Technologies is a constituent of the S&P 500, Fortune 1000, and the Russell 1000 indices. Roper operates businesses that design and develop software (both license and software-as-a-service) and engineered products and solutions for a variety of niche end markets. "
 target parent: Thoma Bravo, LLC
target: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industries. Through its SSG Digital, end-to-end platform, iPipeline accelerates and simplifies sales, compliance, operations, and support.
price ($mm)
$1,625
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/11/2018 via BNC Analysis

Equisoft, acquired Kronos Technologies

See 219 Comparable Transactions
synopsis: Equisoft, a provider of digital business solutions for the insurance and wealth industries, has acquired Kronos Technologies, a company that develops web and mobile applications for the investment and insurance sectors.
buyer: Equisoft
Equisoft provides advanced digital business solutions that optimize processes, increase revenue and enable growth for the life insurance and wealth management industries. All Equisoft software systems are developed for optimal scalability and configurability to empower clients. "
 target: Kronos Technologies
Kronos Technologies is a company that develops web and mobile applications for the investment and insurance sectors. Kronos Technologies is particularly known for its customer relationship management (CRM) application, Kronos Finance, and financial needs analysis (FNA) tool, Kronos FNA.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/5/2015 via BusinessWire

Thoma Bravo, LLC, acquired iPipeline, Inc.

See 313 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)
EV / rev
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closed 11/11/2009 via GlobeNewswire

Blue Frog Solutions, Inc., acquired Prospect9, LLC

See 181 Comparable Transactions
synopsis: Blue Frog Solutions, announced that it has entered into a definitive agreement to acquire Salt Lake City, Utah-based Prospect9 client management and marketing solutions provider to the financial services and insurance industries.
buyer: Blue Frog Solutions, Inc.
Blue Frog is a leading technology and service provider of order management and compliance solutions for the life and annuity industry. Blue Frog's compliance and order management platform, AFFIRM™, is used by some of the largest and most well respected companies in the insurance industry. "
 target: Prospect9, LLC
Prospect9, LLC provides client management and marketing solutions to the insurance and financial industry. It offers I-Relay, a Web-based client relationship management and marketing platform that provides a range of tools necessary to market and manage various clients, and other relationships.
price ($mm)
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EBITDA ($mm)
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EV / EBITDA
closed 8/10/2006 via PR Newswire

ChoicePoint, Inc., acquired Steel Card, LLC

See 349 Comparable Transactions
synopsis: ChoicePoint,announced the acquisition of California-based Steel Card, LLC and its award-winning Apogee product line. Terms of the acquisition were not disclosed. Steel Card and its products will be integrated into ChoicePoint's insurance software and process outsourcing business, Insurity, based in Hartford, Connecticut.
buyer: ChoicePoint, Inc. (CPS:$0.00)
ChoicePoint helps businesses, government agencies and nonprofit organizations make better decisions through information and technology solutions. "
 target: Steel Card, LLC
Steel Card is a privately held software company focused on creating solutions for the Property & Casualty insurance marketplace.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/18/2021 via PR Newswire

Vertafore, Inc., acquired AgencyZoom

See 204 Comparable Transactions
synopsis: Vertafore®, the leader in modern insurance technology, announced it acquired AgencyZoom™, a cloud-based sales automation platform for insurance agents. Modern agencies count on software and technology solutions to create more efficient processes, automate workflows, empower employees and better serve their clients.
buyer parent: Roper Technologies, Inc.
buyer: Vertafore, Inc.
Vertafore, a leader in modern insurance technology, builds and supports InsurTech solutions to connect every point of the distribution channel. Vertafore's agency management, ratings, regulation, compliance, and connectivity products streamline workflows, improve efficiency and drive productivity. "
 target: AgencyZoom
AgencyZoom is a Columbus, OH based InsurTech company. AgencyZoom provides insurance agents with powerful sales analytics and customer engagement automation. AgencyZoom solutions help users manage leads with ease, oversee sales in real-time, and better track monthly goals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/26/2019 via BNC Analysis

AutoProtect, acquired DealTrak Ltd

See 179 Comparable Transactions
synopsis: AutoProtect, a company that provides insurance products and dealer warranties to vehicle manufacturers and retailers in the UK, has acquired DealTrak, a UK platform that brings Finance and Insurance transactions to life.
buyer: AutoProtect
AutoProtect provides insurance products and dealer warranties to vehicle manufacturers and retailers in the UK. After a consultation, AutoProtect creates customized business development programs. From sales training to smooth integration with full FCA-compliance, AutoProtect assists at every stage. "
 target parent: CV6 Limited
target: DealTrak Ltd
Headquartered in the UK, DealTrak platform brings Finance and Insurance transactions to life. They are committed to increasing efficiencies for everyone involved, allowing them to focus on creating a positive experience for their customers and ultimately sell more finance and insurance products.
price ($mm)
rev ($mm)
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EV / EBITDA
closed 10/18/2016 via BusinessWire

Veronis Suhler Stevenson, purchased a minority stake in Connexion Point

See 328 Comparable Transactions
synopsis: VSS, a private investment firm focused on the information, tech-enabled business services, healthcare IT, and education industries, announced its investment in Connexion Point, LLC. Connexion Point is a leading provider of technology-enabled healthcare services, specializing in communication lifecycle services for the healthcare industry.
buyer: Veronis Suhler Stevenson
Veronis Suhler Stevenson (VSS) is a leading private investment firm that invests in the information, business services, healthcare IT, education, media and marketing services industries in North America and Europe. "
 target: Connexion Point
Connexion Point is a leading provider of technology-enabled healthcare services, specializing in communication lifecycle services for the healthcare industry. Connexion Point facilitates communication, throughout the lifecycle of the consumer, that connects the healthcare industry to their consumer.
price ($mm)
rev ($mm)
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closed 10/28/2011 via Market Wire

NASE Marketing, Inc., acquired Insurance Digital Assistant

See 175 Comparable Transactions
synopsis: NASE Marketing, Inc. announced that it has acquired the Insurance Digital Assistant platform, a leading mobile client relation management system geared for insurance professionals. The IDA Assistant platform has been used in the insurance industry since it was first introduced as a Beta project to automate tasks of sales professionals.
buyer: NASE Marketing, Inc.
NaseCare is a national sales and insurance agency based in Grapevine, Texas offering products in all 50 states. Its top health insurance carrier options include UnitedHealthOne, Assurant, Cigna, Aetna, Anthem Blue Cross, HumanaOne and others. "
 target: Insurance Digital Assistant
Insurance Digital Assistant, is a leading mobile client relation management (CRM) system geared for insurance professionals. The IDA Assistant platform has been used in the insurance industry throughout the country since it was introduced as a Beta project to automate tasks of sales professionals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/5/2021 via BusinessWire

Fineos, will acquire Spraoi

See 325 Comparable Transactions
synopsis: FINEOS Corporation, the global leader in core systems for life, accident and health insurance, will acquire Spraoi, a Group Benefits, and Life and Annuities focused technology firm. Spraoi helps carriers to optimize results. Their SaaS-based machine learning platform provides solutions for claims management and customer experience infrastructure.
buyer: Fineos (:$121.48)
Ireland-based FINEOS is a market leader in core systems for life, accident, and health insurance carriers globally. The FINEOS Platform, powered by Amazon Web Services, provides customers full end to end core administration for group, voluntary, and individual across life, accident, and health. "
 target: Spraoi
Spraoi is a Group Benefits, and Life and Annuities focused technology firm. Spraoi helps carriers to optimize results and deliver improved customer experiences. Their SaaS-based machine learning platform provides solutions for claims management and customer experience infrastructure.
price ($mm)
$4.00
rev ($mm)
$6
EBITDA ($mm)
EV / rev
1.8x
EV / EBITDA
closed 3/9/2020 via BusinessWire

Tinubu Square SAS, acquired eSurety

See 155 Comparable Transactions
synopsis: Paris-based Tinubu Square, the market leader for enterprise software solutions to Credit and Surety Insurers, has acquired eSURETY, a cloud-based specialty software provider, enabling carriers, brokers, and Managing General Agents to securely apply, quote, bond, issue, and support every form of surety.
buyer: Tinubu Square SAS
Paris-based Tinubu Square is a leading SaaS platform vendor, enabling Credit Insurance & Surety digital transformation. The company provides Credit & Surety insurers with software and services that allow them to reduce their exposure to risk and their financial, operational, and technical costs. "
 target: eSurety
eSURETY is a cloud-based specialty software provider, enabling carriers, brokers, and Managing General Agents to securely apply, quote, bond, issue, and support every form of surety. The company also offers a direct-to-the-consumer experience on any device or browser from anywhere in the world.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/25/2018 via Company Press Release

We are you., acquired Virtual Affairs

See 196 Comparable Transactions
synopsis: We are you., a collaboration of three leading dutch digital agencies, has acquired Virtual Affairs, an international software and services company. Virtual Affairs' BankingRight and InsuranceRight solutions allows banks and insurance companies to use multiple channels and data to continually improve their customer experience.
buyer: We are you.
We are you. is a collaboration of three leading dutch digital agencies. The company is comprised of Colours, Mangrove, and Redhotminute. We are you. designs and develops websites, apps, and e-commerce platforms for customers in all industries. "
 target: Virtual Affairs
Virtual Affairs is an international software and services company. Their BankingRight and InsuranceRight solutions allows banks and insurance companies to continually improve their customer experience. They also offer InvestmentRight, a feature-rich Robo-advice and wealth management solution.
price ($mm)
rev ($mm)
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EV / EBITDA
closed 1/28/2015 via BNC Analysis

Bridgepoint, acquired eFront SA

See 519 Comparable Transactions
synopsis: eFront, the leading software provider of financial solutions for managing alternative investments, has been acquired by European private equity investor Bridgepoint. Headquartered in France, eFront provides end-to-end solutions dedicated to the financial services industry, specialising in enterprise risk management and alternative investments.
buyer: Bridgepoint
Bridgepoint is one of the most experienced private equity investment firms based in Europe. With a clear, long-term focus on sectors where it can invest in robust middle market companies, it typically acquires businesses valued between €200 million and €1 billion. "
 target parent: Francisco Partners Management LLC
target: eFront SA
eFront provides end-to-end solutions dedicated to the financial services industry, specialising in enterprise risk management and alternative investments. Its solutions serve some of the largest companies in the private equity, real estate investment, banking and insurance sectors.
price ($mm)
$327
rev ($mm)
$80
EBITDA ($mm)
$17
EV / rev
4.1x
EV / EBITDA
18.8x
announced 6/20/2014 via Market Wire

Oracle Corporation, will acquire LiveLOOK

See 324 Comparable Transactions
synopsis: Oracle announced that it has signed an agreement to acquire LiveLOOK, a leading provider of real-time, visual collaboration technology for co-browsing and screen sharing. LiveLOOK's cloud-based co-browse technology enables customer service to collaborate and guide consumers through web and mobile environments to resolve issues effectively.
buyer: Oracle Corporation (ORCL:$41,399.00)
Oracle Corporation is the world's largest enterprise software company. The company is a leading provider of systems software, including database management, application development, and application server software. "
 target: LiveLOOK
LiveLOOK is the recognized leader in co-browsing technology. The go-to co-browse solution for enterprise and financial services organizations, LiveLOOK continues to lead the customer engagement market with innovations like its new live chat solution.
price ($mm)
rev ($mm)
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closed 1/4/2006 via PR Newswire

Commerce Bancorp, Inc., acquired eMoney Advisor, Inc.

See 292 Comparable Transactions
synopsis: Commerce Bancorp, Inc. announced its acquisition of eMoney Advisor, Inc., based in Conshohocken, Pennsylvania. The acquisition will unite "America's Most Convenient Bank" with America's best online wealth management system.
buyer: Commerce Bancorp, Inc. (CBH:$1,826.80)
Commerce Bank, "America's Most Convenient Bank," is a leading retailer of financial services with 375 convenient stores in Metropolitan New York, Metropolitan Philadelphia, Metropolitan DC and Southeast Florida. "
 target: eMoney Advisor, Inc.
eMoney was founded with a mission to help advisors maximize the value of their client relationships. The Company prides itself on its "by advisors, for advisors" approach, & as a result, has developed a unique combination of technology and support services that are focused on the advisor's success.
price ($mm)
$32
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
Pages:  
closed 3/31/2011 via BusinessWire

Applied Systems, Inc., acquired Artizan Internet Services, LLC.

See 155 Comparable Transactions
synopsis: Insurance technology company Applied Systems has announced that it has acquired Artizan Internet Services, the leading provider of Web-based and outsourced customer service solutions for the insurance industry, expanding capabilities around agency and broker management systems.
buyer parent: Bain Capital
buyer: Applied Systems, Inc.
Applied Systems, Inc., develops, sells and supports insurance agency and broker management systems and provides services for accounting, customer, policy, claims management, and all related agent and broker functions. "
 target: Artizan Internet Services, LLC.
Artizan Internet Services is the leading provider of Web-based and outsourced customer service solutions for the insurance industry. Artizan’s unique suite of programs enables insurance professionals to leverage their existing sales and service processes to deliver greater results.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/14/2021 via GlobeNewswire

Applied Systems Inc., will acquire EZLynx

See 471 Comparable Transactions
synopsis: Applied Systems announced that it has entered into a definitive agreement to acquire EZLynx, a company that develops industry-leading cloud-based software for the insurance industry. Their software has helped independent agents operate their businesses more effectively for over ten years.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, it is the world’s largest provider of agency and brokerage management systems. "
 target: EZLynx
EZLynx develops industry-leading cloud-based software for the insurance industry. Their software has helped independent agents operate their businesses more effectively for over ten years.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/4/2019 via GlobeNewswire

Applied Systems Inc., will acquire Indio

See 164 Comparable Transactions
synopsis: Applied Systems announced that it has entered into a definitive agreement to acquire Indio Technologies, Inc. as a critical component of its investment in digitizing the end-to-end commercial lines submissions process. Indio provides a workflow management platform that delivers a suite of web-based solutions for insurance agencies.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, it is the world’s largest provider of agency and brokerage management systems. "
 target: Indio
Indio Technologies, Inc. digitizes the end-to-end commercial lines submissions process across agencies, brokers, insurers and insureds. Indio is the leading solution for the insurance application and renewal process, enabling agencies to deliver a fully automated client risk data capture.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/16/2019 via GlobeNewswire

Applied Systems Inc., acquired Policy Works, Inc.

See 42 Comparable Transactions
synopsis: Applied Systems, he leading global provider of cloud-based software that powers the business of insurance, announced the acquisition of Policy Works, the leading platform for commercial lines business in Canada that provides point-of-sale solutions that allow brokers to instantly create legally binding commercial lines policies.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, it is the world’s largest provider of agency and brokerage management systems. "
 target: Policy Works, Inc.
Policy Works is the leading platform for commercial lines business in Canada. Policy Works provides point-of-sale solutions that allow brokers to instantly create legally binding commercial lines policies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/10/2019 via BNC Analysis

Applied Systems Inc., acquired TechCanary

See 162 Comparable Transactions
synopsis: Applied Systems, a global insurance software company, has acquired TechCanary, a software company focused on the insurance industry. TechCanary provides the insurance industry with new and innovative alternatives to legacy agency management systems and generic CRM and call center solutions.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, Ireland and the United Kingdom. "
 target: TechCanary
Founded in 2013, TechCanary is an InsurTech company offering the #1 insurance solution available on Salesforce. The company’s mission is to provide the insurance industry new and innovative alternatives to legacy agency management systems and generic CRM and call center solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/17/2018 via Company Press Release

Applied Systems Inc., acquired Dynamis

See 35 Comparable Transactions
synopsis: Applied Systems announced the acquisition of Dynamis Software Corporation, a leading provider of employee benefits software solutions in the US. The Dynamic Plan Designer by Dynamis is the leading plan optimization solution for insurance brokers across the United States.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, Ireland and the United Kingdom. "
 target: Dynamis
Dynamis is an insurance software company located in Milwaukee, Wisconsin. The Dynamic Plan Designer by Dynamis is the leading plan optimization solution for insurance brokers across the United States. Brokers use the Dynamic Plan Designer to demonstrate their expertise and win new business.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/9/2016 via PR Web

Applied Systems Inc., acquired Relay Software

See 231 Comparable Transactions
synopsis: Applied Systems announced the acquisition of Relay Software, the leading provider of insurance software to insurers and brokers in the Republic of Ireland. This acquisition expands Applied’s international footprint, extending its leadership position in both the U.S. and Canada, as well as its expanding presence in the United Kingdom.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, Ireland and the United Kingdom. "
 target: Relay Software
Relay is the leading provider of insurance software to insurers and brokers in Ireland. Relay products are the market standard in Ireland, and the company serves more than 400 customers with over 3,000 insurance professional users in the Irish market.
price ($mm)
$5.23
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/17/2015 via Company Press Release

Applied Systems Inc., acquired SEMCAT

See 14 Comparable Transactions
synopsis: Applied Systems, Inc., a leading provider of software that powers the business of insurance, announced it has acquired SEMCAT, a leading provider of comparative rating technology in the U.S., to support Applied Systems’ integrated product strategy by expanding integrated rating solutions to the U.S. market.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems Inc. is a leading provider of software that powers the business of insurance. Applied is recognized as a pioneer in agency and brokerage management systems and data exchange between agencies, brokers, carriers and their clients. "
 target: SEMCAT
SEMCAT is a quoting solution company focused on bringing efficiencies to the insurance marketplace. SEMCAT’s goal is to assist the independent agency channel. SEMCAT helps independent agents quote with accuracy and serve with speed, because SEMCAT’s technology is unique, flexible, and current.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/7/2015 via PR Web

Applied Systems Inc., acquired NxTech Inc.

See 26 Comparable Transactions
synopsis: Applied Systems Inc., a leading provider of software that powers the business of insurance, announced it has acquired NxTech Inc. They are a leading provider of technology solutions that enable data exchange and integration between insurance carriers and the independent agency channel in the U.S. P&C insurance industry.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems Inc. is a leading provider of software that powers the business of insurance. Applied is recognized as a pioneer in agency and brokerage management systems and data exchange between agencies, brokers, carriers and their clients. "
 target: NxTech Inc.
NxTech is the leading provider of solutions specializing in helping carriers, MGAs and program administrators automate the exchange of insurance data with their distribution channels and other third parties.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/24/2014 via GlobeNewswire

Hellman & Friedman LLC, acquired Applied Systems Inc.

See 547 Comparable Transactions
synopsis: Applied Systems, Inc., a leading provider of software that powers the business of insurance, announced the successful completion of its acquisition by funds advised by Hellman & Friedman LLC, a global private equity investment firm with offices in San Francisco, New York and London.
buyer: Hellman & Friedman LLC
Hellman & Friedman LLC is a private equity firm specializing in leveraged recapitalizations, acquisitions, buys and builds, traditional buyouts, financial restructurings, growth investments, and numerous types of minority investments. It invests in public and private companies. "
 target parent: Bain Capital
target: Applied Systems Inc.
Applied Systems is a leading provider of software that powers the business of insurance. The company is recognized as a pioneer in agency management systems and data exchange between agencies, brokers, carriers and their clients.
price ($mm)
$1,800
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/14/2013 via BusinessWire

Applied Systems Inc., acquired Insurecom Ltd.

See 2047 Comparable Transactions
synopsis: Applied Systems, Inc., a leading provider of software that powers the business of insurance, announced it has acquired Insurecom, a leading software and connectivity solutions company serving the insurance industry in the United Kingdom.
buyer parent: Bain Capital
buyer: Applied Systems Inc.
Applied Systems is a leading provider of software that powers the business of insurance. The company is recognized as a pioneer in agency management systems and data exchange between agencies, brokers, carriers and their clients. "
 target: Insurecom Ltd.
Insurecom is a leading software and connectivity solutions company serving the insurance industry in the United Kingdom for more than 14 years.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/6/2012 via PR Web

Applied Systems, Inc., acquired Compu-Quote, Inc.

See 190 Comparable Transactions
synopsis: Applied Systems Inc., a leading provider of software that powers the business of insurance, announced that it has acquired Compu-Quote Inc. Compu-Quote is Canada’s leader in the development, delivery and maintenance of comparative rating services, business rules automation and analysis tools for the automobile and property insurance industry.
buyer parent: Bain Capital
buyer: Applied Systems, Inc.
Applied Systems, Inc., develops, sells and supports insurance agency and broker management systems and provides services for accounting, customer, policy, claims management, and all related agent and broker functions. "
 target: Compu-Quote, Inc.
Compu-Quote is an innovative software services company focused on the Canadian insurance industry. Since 1983, Compu-Quote has provided underwriting and rate comparison tools to small independents and national brokers alike.
price ($mm)
rev ($mm)
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EV / EBITDA
closed 3/31/2011 via BusinessWire

Applied Systems, Inc., acquired Artizan Internet Services, LLC.

See 155 Comparable Transactions
synopsis: Insurance technology company Applied Systems has announced that it has acquired Artizan Internet Services, the leading provider of Web-based and outsourced customer service solutions for the insurance industry, expanding capabilities around agency and broker management systems.
buyer parent: Bain Capital
buyer: Applied Systems, Inc.
Applied Systems, Inc., develops, sells and supports insurance agency and broker management systems and provides services for accounting, customer, policy, claims management, and all related agent and broker functions. "
 target: Artizan Internet Services, LLC.
Artizan Internet Services is the leading provider of Web-based and outsourced customer service solutions for the insurance industry. Artizan’s unique suite of programs enables insurance professionals to leverage their existing sales and service processes to deliver greater results.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/14/2006 via Company Press Release

Bain Capital, will acquire Applied Systems, Inc.

See 548 Comparable Transactions
synopsis: Applied Systems Chairman and CEO James P. Kellner announced today that Bain Capital Partners will be his new ownership partner in the industry-leading agency management system company. Bain Capital and Kellner have signed a definitive agreement to purchase Applied Systems from Vista Equity Partners, LLC.
buyer: Bain Capital
Founded in 1984, Bain Capital's primary aim is to acquire or invest in companies that have excellent potential for equity appreciation. Bain Capital's approach is to develop partnerships with exceptional management teams. "
 target parent: Vista Equity Partners
target: Applied Systems, Inc.
One of the largest insurance software companies. More than half of the largest brokers in North America utilize an Applied Systems agency manager systems in their business operations, while more than 200 financial institutions utilize an Applied Systems management system.
price ($mm)
$675
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/31/2011 via BusinessWire

Applied Systems, Inc., acquired Artizan Internet Services, LLC.

See 155 Comparable Transactions
synopsis: Insurance technology company Applied Systems has announced that it has acquired Artizan Internet Services, the leading provider of Web-based and outsourced customer service solutions for the insurance industry, expanding capabilities around agency and broker management systems.
buyer parent: Bain Capital
buyer: Applied Systems, Inc.
Applied Systems, Inc., develops, sells and supports insurance agency and broker management systems and provides services for accounting, customer, policy, claims management, and all related agent and broker functions. "
 target: Artizan Internet Services, LLC.
Artizan Internet Services is the leading provider of Web-based and outsourced customer service solutions for the insurance industry. Artizan’s unique suite of programs enables insurance professionals to leverage their existing sales and service processes to deliver greater results.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/24/2014 via GlobeNewswire

Hellman & Friedman LLC, acquired Applied Systems Inc.

See 547 Comparable Transactions
synopsis: Applied Systems, Inc., a leading provider of software that powers the business of insurance, announced the successful completion of its acquisition by funds advised by Hellman & Friedman LLC, a global private equity investment firm with offices in San Francisco, New York and London.
buyer: Hellman & Friedman LLC
Hellman & Friedman LLC is a private equity firm specializing in leveraged recapitalizations, acquisitions, buys and builds, traditional buyouts, financial restructurings, growth investments, and numerous types of minority investments. It invests in public and private companies. "
 target parent: Bain Capital
target: Applied Systems Inc.
Applied Systems is a leading provider of software that powers the business of insurance. The company is recognized as a pioneer in agency management systems and data exchange between agencies, brokers, carriers and their clients.
price ($mm)
$1,800
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/14/2006 via Company Press Release

Bain Capital, will acquire Applied Systems, Inc.

See 548 Comparable Transactions
synopsis: Applied Systems Chairman and CEO James P. Kellner announced today that Bain Capital Partners will be his new ownership partner in the industry-leading agency management system company. Bain Capital and Kellner have signed a definitive agreement to purchase Applied Systems from Vista Equity Partners, LLC.
buyer: Bain Capital
Founded in 1984, Bain Capital's primary aim is to acquire or invest in companies that have excellent potential for equity appreciation. Bain Capital's approach is to develop partnerships with exceptional management teams. "
 target parent: Vista Equity Partners
target: Applied Systems, Inc.
One of the largest insurance software companies. More than half of the largest brokers in North America utilize an Applied Systems agency manager systems in their business operations, while more than 200 financial institutions utilize an Applied Systems management system.
price ($mm)
$675
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/27/2021 via PR Newswire

Integrity Marketing Group, acquired CSG Actuarial

See 136 Comparable Transactions
synopsis: Integrity Marketing Group, LLC, America's largest independent distributor of life and health insurance products, has acquired CSG Actuarial, an insurance technology company. CSG offers a SaaS-based software suite that features innovative solutions for quoting, enrollment and market research.
buyer: Integrity Marketing Group
Integrity Marketing Group is America's leading independent distributor of life and health insurance products focused on serving the Senior Market. Integrity develops and distributes life and health insurance products with insurance carrier partners. "
 target: CSG Actuarial
CSG Actuarial is an insurance technology company helping insurance agents and agencies keep up with the ever-changing senior life and health insurance marketplace. CSG offers a SaaS-based software suite that features innovative solutions for quoting, enrollment and market research.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/5/2020 via Company Press Release

Insurance Technologies Corporation, acquired Agency Matrix

See 405 Comparable Transactions
synopsis: Insurance Technologies Corporation (ITC), a provider of websites, marketing, comparative rating and management software and services, has acquired Agency Matrix, an insurance technology provider. Agency Matrix offers a cloud-based agency management system that allows insurance agencies to effectively manage their book of business, staff and office.
buyer parent: Accel-KKR
buyer: Insurance Technologies Corporation
Insurance Technologies Corporation (ITC) provides websites, agency marketing, comparative rating, and management software and services to the insurance industry. ITC helps its clients grow their businesses and become more efficient through the philosophy of providing quality software and services. "
 target: Agency Matrix
Agency Matrix is an insurance technology provider. Agency Matrix offers a cloud-based agency management system that allows insurance agencies to effectively manage their book of business, staff and office. Agency Matrix also offers custom websites, document management and virtual employee solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/18/2017 via Company Press Release

FMG Suite, acquired Agency Revolution

See 60 Comparable Transactions
synopsis: FMG Suite, the leading marketing software solution for financial advisors, announces the recent acquisition of Agency Revolution, the company responsible for Connect, the premier automated client communication software for insurance agents and brokers.
buyer: FMG Suite
FMG Suite is an automated marketing platform for financial professionals. FMG Suite provides an all-in-one integrated suite of marketing tools built to help financial advisers succeed. Using one platform, this helps clients build an online presence and drive new business. "
 target: Agency Revolution
Agency Revolution is an insurance industry specific company. AR offers a marketing platform to help Independent Insurance Agents and Brokers automate their processes, engage their customers to build deeper, more meaningful relationships, and grow their agencies and brokerages.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/18/2021 via PR Newswire

Vertafore, Inc., acquired AgencyZoom

See 204 Comparable Transactions
synopsis: Vertafore®, the leader in modern insurance technology, announced it acquired AgencyZoom™, a cloud-based sales automation platform for insurance agents. Modern agencies count on software and technology solutions to create more efficient processes, automate workflows, empower employees and better serve their clients.
buyer parent: Roper Technologies, Inc.
buyer: Vertafore, Inc.
Vertafore, a leader in modern insurance technology, builds and supports InsurTech solutions to connect every point of the distribution channel. Vertafore's agency management, ratings, regulation, compliance, and connectivity products streamline workflows, improve efficiency and drive productivity. "
 target: AgencyZoom
AgencyZoom is a Columbus, OH based InsurTech company. AgencyZoom provides insurance agents with powerful sales analytics and customer engagement automation. AgencyZoom solutions help users manage leads with ease, oversee sales in real-time, and better track monthly goals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/31/2018 via BNC Analysis

Charles Taylor InsureTech Limited, will acquire CoVi Analytics

See 220 Comparable Transactions
synopsis: Charles Taylor InsureTech announced that it has agreed to acquire a majority stake in CoVi Analytics, a company that has developed an advanced analytics platform that uses Artificial Intelligence (AI) and non-traditional tools to re-think, simplify and automate risk and compliance management for insurers and brokers.
buyer parent: Charles Taylor plc
buyer: Charles Taylor InsureTech Limited
Charles Taylor is a leading provider of professional services to clients across the global insurance market. They operate through three distinct businesses: Management Services, Adjusting Services and Insurance Support Services. "
 target: CoVi Analytics
CoVi has developed an advanced analytics platform that uses Artificial Intelligence (AI) and non-traditional tools to re-think, simplify and automate risk and compliance management for insurers and brokers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/11/2013 via PR Web

Imprezzio Inc., acquired Racing Snail

See 51 Comparable Transactions
synopsis: Imprezzio Inc., the maker of the trademarked AgentsAlly software suite, has announced the acquisition of Racing Snail, a Cloud-based software tool which allows insurance agents to analyze sales data for the agency and independent producers using a variety of metrics including premium production, closing ratios, and ROI.
buyer: Imprezzio Inc.
Imprezzio Inc. is a global enterprise software solution provider. The company blends contact management, sales leads, marketing processes, and workflow automation to help predict and manage sales pipelines, so businesses can deliver high-quality customer experience every time. "
 target: Racing Snail
Racing Snail is a Cloud-based software tool which allows insurance agents to analyze sales data for the agency and independent producers using a variety of metrics including premium production, closing ratios, and ROI.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/13/2021 via PR Newswire

White Glove Workshops, acquired Gainfully

See 144 Comparable Transactions
synopsis: White Glove, a fintech marketing company, has acquired Gainfully Inc., a leader in content marketing technology for enterprise insurance and financial services companies. Gainfully makes marketing easier for advisors, brokers and agents. Their platform provides solutions for sales enablement, enterprise messaging, and content publishing.
buyer parent: RockBridge Growth Equity
buyer: White Glove Workshops
White Glove is a marketing company that makes it easy for financial advisors and other service professionals to be successful. White Glove provides services for seminar marketing and social media. White Glove utilizes digital marketing to bring the right attendees to each seminar. "
 target: Gainfully
Gainfully is a leader in compliance-enabled content marketing technology for enterprise insurance and financial services companies. Gainfully makes marketing easier for advisors, brokers and agents. Their platform provides solutions for sales enablement, enterprise messaging, and content publishing.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/9/2021 via PR Newswire

Broadridge Financial Solutions, Inc., acquired AdvisorStream

See 38 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc., a global Fintech leader, announced that it has acquired AdvisorStream, a leading provider of digital engagement and marketing solutions for the global wealth and insurance industries.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, a global Fintech leader with over $4.5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. "
 target: AdvisorStream
AdvisorStream is a leading provider of digital engagement and marketing solutions for the global wealth and insurance industries. AdvisorStream's leading advisor marketing platform enables advisors to drive revenue and growth by providing personalized and consistent client communications.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/26/2019 via BNC Analysis

AutoProtect, acquired DealTrak Ltd

See 179 Comparable Transactions
synopsis: AutoProtect, a company that provides insurance products and dealer warranties to vehicle manufacturers and retailers in the UK, has acquired DealTrak, a UK platform that brings Finance and Insurance transactions to life.
buyer: AutoProtect
AutoProtect provides insurance products and dealer warranties to vehicle manufacturers and retailers in the UK. After a consultation, AutoProtect creates customized business development programs. From sales training to smooth integration with full FCA-compliance, AutoProtect assists at every stage. "
 target parent: CV6 Limited
target: DealTrak Ltd
Headquartered in the UK, DealTrak platform brings Finance and Insurance transactions to life. They are committed to increasing efficiencies for everyone involved, allowing them to focus on creating a positive experience for their customers and ultimately sell more finance and insurance products.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/10/2019 via BNC Analysis

Applied Systems Inc., acquired TechCanary

See 162 Comparable Transactions
synopsis: Applied Systems, a global insurance software company, has acquired TechCanary, a software company focused on the insurance industry. TechCanary provides the insurance industry with new and innovative alternatives to legacy agency management systems and generic CRM and call center solutions.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, Ireland and the United Kingdom. "
 target: TechCanary
Founded in 2013, TechCanary is an InsurTech company offering the #1 insurance solution available on Salesforce. The company’s mission is to provide the insurance industry new and innovative alternatives to legacy agency management systems and generic CRM and call center solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/10/2017 via PR Newswire

SuretyWave, acquired InSure Vision Technologies, LLC

See 69 Comparable Transactions
synopsis: SuretyWave, a company that provides comprehensive consulting and IT services to the insurance industry, has announced that it has acquired InSure Vision Technologies (IVT), a company that also develops a web-based surety bond processing system that significantly reduces the cost of executing and managing surety bonds.
buyer: SuretyWave
SuretyWave, LLC provides comprehensive consulting and IT services to the insurance industry. The firm has over 300 years of insurance and technology experience, and a workforce of more than 200 technology employees through its IT services organization, Digital Business Creations, LLC. "
 target: InSure Vision Technologies, LLC
InSure Vision Technologies was formed to develop a web-based surety bond processing system that significantly reduces the cost of executing and managing surety bonds.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/4/2019 via GlobeNewswire

Applied Systems Inc., will acquire Indio

See 164 Comparable Transactions
synopsis: Applied Systems announced that it has entered into a definitive agreement to acquire Indio Technologies, Inc. as a critical component of its investment in digitizing the end-to-end commercial lines submissions process. Indio provides a workflow management platform that delivers a suite of web-based solutions for insurance agencies.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, it is the world’s largest provider of agency and brokerage management systems. "
 target: Indio
Indio Technologies, Inc. digitizes the end-to-end commercial lines submissions process across agencies, brokers, insurers and insureds. Indio is the leading solution for the insurance application and renewal process, enabling agencies to deliver a fully automated client risk data capture.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/15/2019 via BNC Analysis

Certua Group Limited, acquired Surely Services Ltd

See 58 Comparable Transactions
synopsis: Certua, a data-driven financial technology company in the UK, has acquired the Surely Group, a leading insurtech business in the UK that builds cloud-based software platforms for the insurance industry. Surely's platforms enable insurers and brokers to transact online with their customers.
buyer: Certua Group Limited
Certua is a data-driven financial technology company in the UK. Certua offers a digital life insurance platform for financial advisers. The platform allows financial advisers to provide their clients with easy, transparent, and price competitive modern protection solutions. "
 target: Surely Services Ltd
Surely is a leading insurtech business in the UK that builds cloud-based software platforms for the insurance industry. Surely's platforms enable insurers and brokers to transact online with their customers. Their system allows users to obtain quotes and buy insurance products online.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/2/2021 via GlobeNewswire

Centerfield Media, acquired Datalot Inc.

See 14 Comparable Transactions
synopsis: Centerfield, a premier technology service for digital customer acquisition, has acquired Datalot, a leading digital marketing solution for auto, home, health and Medicare insurance companies. Datalot's digital marketing solutions and technology platform deliver over 10 million qualified consumers to over 40 leading insurance carriers each year.
buyer parent: Platinum Equity, LLC
buyer: Centerfield Media
Centerfield is a technology-driven marketing and customer acquisition company driving millions for sales for telecommunications brands. Centerfield's marketing and sales technology platform, Dugout, engages with in-market consumers to help them purchase internet, TV, wireless, and landline. "
 target parent: Lightyear Capital
target: Datalot Inc.
Datalot is a full-stack marketing and analytics platform built to address the digital distribution needs of the insurance industry. Datalot creates customized marketing campaigns for transaction-ready consumers across digital & mobile that allow carriers to easily manage inbound customer flow.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/11/2017 via PE Hub

Lightyear Capital LLC, acquired Datalot Inc.

See 14 Comparable Transactions
synopsis: Lightyear Fund IV, L.P., a fund managed by Lightyear Capital LLC acquired a majority stake in Datalot Inc. Datalot has built a new telephony platform specialized for converting mobile and web traffic into qualified, live phone interactions.
buyer: Lightyear Capital LLC
Lightyear Capital is a financial services-focused private equity firm based in New York. Lightyear, through its affiliated private equity funds, makes primarily control investments in North America-based, middle-market financial services companies. "
 target: Datalot Inc.
Focused on serving the insurance industry, Datalot offers a self-serve solution for insurance carriers and agents to access transaction-ready consumers via live qualified calls and achieve complete customer attribution and visibility throughout the sales cycle.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/10/2017 via BNC Analysis

Fonds Finanz, acquired softfair GmbH

See 574 Comparable Transactions
synopsis: Fonds Finanz, an insurance broker, has acquired softfair GmbH, a company that develops comparison and analytical software solutions for insurance industries. Both companies are based in Germany.
buyer: Fonds Finanz
Fonds Finanz operates as an insurance broker. The company offers insurance distribution and financial products, tools, and advice. The company was founded in 1996 and is based in Munich, Germany. "
 target: softfair GmbH
softfair GmbH develops comparison and analytical software solutions for insurance industries. The company was founded in 1988 and is headquartered in Hamburg, Germany.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/15/2018 via GlobeNewswire

Zywave, Inc, acquired Code SixFour

See 42 Comparable Transactions
synopsis: Zywave, Inc., a leading provider of SaaS solutions for the insurance industry, announced that it has completed the acquisition of Code SixFour, a leading provider of proposal automation and advanced predictive analytics for employee benefits advisors.
buyer parent: Aurora Capital Group
buyer: Zywave, Inc
Zywave is a leading provider of software-as-a-service (SaaS) technology solutions for the insurance industry. The company’s products include web-enabled marketing communications, business intelligence and analytics, client resource portals and agency management tools. "
 target: Code SixFour
Code SixFour is a leading provider of proposal automation and advanced predictive analytics for employee benefits advisors. Code SixFour was created to help employee benefit brokers standardize their process of creating proposals, while presenting insurance solutions based on data-driven content.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
Pages:  

Like Artizan Internet Services, LLC.


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Artizan Internet Services, LLC.

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AgencyZoom

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Connexion Point

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Spraoi

eSurety

Virtual Affairs

eFront SA

LiveLOOK

eMoney Advisor, Inc.

Pages:  
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Artizan Internet Services, LLC.

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EZLynx

Indio

Policy Works, Inc.

TechCanary

Dynamis

Relay Software

SEMCAT

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Artizan Internet Services, LLC.

Applied Systems, Inc.

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Applied Systems, Inc.

CSG Actuarial

Agency Matrix

Agency Revolution

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CoVi Analytics

Racing Snail

Gainfully

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DealTrak Ltd

TechCanary

InSure Vision Technologies, LLC

Indio

Surely Services Ltd

Datalot Inc.

Datalot Inc.

softfair GmbH

Code SixFour

Pages:  
Geography
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Ticker: CDLX
 
 
 
 
 
 
 
 
Cardlytics, Inc.
Cardlytics is a digital advertising platform. The company partners with financial institutions to run their banking rewards programs that promote customer loyalty and deepen banking relationships.
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Ailleron S.A.
Ailleron S.A.
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Fineos
Fineos
Ireland-based FINEOS is a market leader in core systems for life, accident, and health insurance carriers globally. The FINEOS Platform, powered by Amazon Web Services, provides customers full end to end core administration for group, voluntary, and individual across life, accident, and health.
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Ebix, Inc.
Ebix, Inc.
Ebix is a leading international supplier of On-Demand software and E-commerce services to the insurance industry. It provides solutions ranging from infrastructure exchanges and risk compliance solutions to custom software development for all entities involved in the insurance industry.
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Ticker:
 
 
 
 
 
 
 
 
Fineos
Fineos
Ireland-based FINEOS is a market leader in core systems for life, accident, and health insurance carriers globally. The FINEOS Platform, powered by Amazon Web Services, provides customers full end to end core administration for group, voluntary, and individual across life, accident, and health.
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EBITDA ($mm)
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EBIT ($mm)
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Net Income ($mm)
Employees
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Ticker: CDLX
 
 
 
 
 
 
 
 
Cardlytics, Inc.
Cardlytics is a digital advertising platform. The company partners with financial institutions to run their banking rewards programs that promote customer loyalty and deepen banking relationships.
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Objective Corporation Limited
Objective Corporation Limited
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EBIT ($mm)
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Net Income ($mm)
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Employees
107
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Ticker: AIM:BRY
 
 
 
 
 
 
 
 
Brady plc
Brady plc
Brady plc is the leading provider of software solutions for global commodity trading. They offer a choice of trading and risk management applications designed to enable producers, financial organisations and trading companies to manage their commodity transactions in an integrated solution.
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Hub24 Pty. Ltd.
Hub24 Pty. Ltd.
HUB24's award-winning investment and superannuation platform offers a comprehensive range of investment options, including superior administration, transaction and reporting solutions, for individuals, companies, trusts, associations and self-managed super funds.
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$32.55
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Ticker: LSE:GHT
 
 
 
 
 
 
 
 
Gresham Computing
Gresham Computing
Gresham Computing plc is a leading software and services company that specialises in providing real-time transaction control and enterprise data integrity solutions. Gresham’s Clareti software platform is designed to provide financial institutions with complete certainty in their data processing.
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Net Income ($mm)
Employees
141
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Ticker: BUSE:OPUS
 
 
 
 
 
 
 
 
Opus Global, Inc.
Opus Global is a global risk and compliance SaaS and data solution company, founded on a simple premise: that faster, better decisions in compliance and risk management give businesses an extraordinary advantage in the marketplace.
year
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rev ($mm)
$160.13
EBITDA ($mm)
$24.64
EBIT ($mm)
$18.91
Net Income ($mm)
$21.05
Employees
47
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Ticker: WSE:ALL)
 
 
 
 
 
 
 
 
Ailleron S.A.
Ailleron S.A.
Ailleron is a Polish technology company that delivers innovative solutions. Ailleron's flagship products include iLumio; a state-of-the-art system the provides hotel services at every stage of a guest's stay, and Livebank; a virtual bank branch solution that lets banks better engage with customers.
year
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EBITDA ($mm)
$2.96
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Employees
0
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Ticker: ASX:RKN
 
 
 
 
 
 
 
 
Reckon Limited
Reckon Limited
Reckon Limited (RKN) is an Australian publicly listed company well known as a leading provider of software solutions for accounting and bookkeeping professionals, as well as small to medium sized businesses, small office/home office users and personal wealth management.
year
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$54.95
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EBIT ($mm)
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Net Income ($mm)
$5.93
Employees
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Ticker: ASX:TDY
 
 
 
 
 
 
 
 
thedocyard
thedocyard
thedocyard is a global leader in end-to-end transaction management solutions. thedocyard offers a cloud-based deal management platform that can manage the entire lifecycle of any corporate or commercial transaction. The platform enables advisers to run and execute every stage of a deal in one place.
year
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$0.49
EBITDA ($mm)
($1.70)
EBIT ($mm)
($1.74)
Net Income ($mm)
Employees
880
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Ticker: HLSE:HEEROS
 
 
 
 
 
 
 
 
Heeros Plc
Heeros Plc
Heeros is a Finnish software company specialising in cloud-based financial administration solutions. Its solutions cover all the basic tasks of financial administration, from scanning paper invoices to processing and archiving purchase and sales invoices and travel receipts.
year
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rev ($mm)
$10.03
EBITDA ($mm)
$0.69
EBIT ($mm)
$0.63
Net Income ($mm)
$0.43
Employees
79
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