Like Senro CRM system

closed 6/15/2012 via BNC Analysis

MortgageKeeper, acquired Senro CRM system

synopsis: The eKeeper Group, provider of the MortgageKeeper CRM system, acquires Solution4 UK. Solution4's Senro CRM system caters for both financial advisers and mortgage brokers, allowing the storage of information associated to mortgage, pension, investment, protection, and general insurance, for both personal and corporate clients.
buyer parent: eKeeper Solutions Ltd.
buyer: MortgageKeeper
MortgageKeeper was founded in 2004 and specialises in building and maintaining high quality systems to the financial services industry. "
target: Senro CRM system
Senro CRM system caters for both financial advisers and mortgage brokers, allowing the storage of information associated to mortgage, pension, investment, protection, and general insurance, for both personal and corporate clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/19/2021 via Company Press Release

A J Bell Holdings Limited, acquired Adalpha

synopsis: AJ Bell plc, one of the UK's largest investment platforms, is pleased to announce the acquisition of the Adalpha group of companies, including Ad Alpha Solutions Ltd. Adalpha is currently developing a mobile focused platform proposition for financial advisers.
buyer: A J Bell Holdings Limited (:$173.49)
AJ Bell, based in the UK, provides its clients and advisers with a ground-breaking blend of control, investment choice, low-cost delivery and online functionality. They are a privately owned and financially strong member of the London Stock Exchange. "
target: Adalpha
UK-based Adalpha is currently developing a simplified platform proposition for financial advisers delivered to customers via a mobile and tablet app. In essence, advisers will be provided with the software infrastructure they need to support an entirely digital service model for clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/6/2020 via BusinessWire

Franklin Templeton Investments, acquired AdvisorEngine

synopsis: Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton, has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United States that manage over $600 billion in assets.
buyer: Franklin Templeton Investments (BEN:$5,680.20)
Franklin Resources is a global investment management organization operating, together with its subsidiaries, as Franklin Templeton. Through specialized teams, the company has expertise across all asset classes, including equity, fixed income, alternatives, and custom multi-asset solutions. "
target: AdvisorEngine
AdvisorEngine a digital wealth platform and provider of technology and consulting services to wealth management firms in the United States. Its financial experience platform serves as a unified operating system across advisor experience, business operations experience, and client experience.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/13/2018 via PR Newswire

Simplicity Group Holdings, acquired AssetLock

synopsis: Simplicity Group Holdings announced that it has acquired investment and retirement account communication technology, AssetLock. AssetLock is an award-winning investment and retirement account monitoring software that streamlines communication between the account holder and financial advisor.
buyer: Simplicity Group Holdings
Headquartered in Hartford, Connecticut, Simplicity Group Holdings is one of the nation’s largest and fastest growing financial marketing organizations with over 20,000 financial professionals, 100 partner agencies, and 30 broker-dealer partners located throughout the United States. "
target: AssetLock
AssetLock is an award-winning investment and retirement account monitoring software that streamlines communication between the account holder and financial advisor.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/3/2018 via PR Newswire

AdvisorEngine, acquired Junxure

synopsis: AdvisorEngine, the innovative fintech company that is reimagining how technology can serve financial advisors, has acquired CRM Software, Inc. dba Junxure – provider of the industry's most awarded CRM ("client relationship management") software with a 98 percent client satisfaction rate across 12,000 users managing over $600 billion in assets.
buyer: AdvisorEngine
AdvisorEngine builds powerful and intuitive technology for financial advisors. The company delivers a unified experience across three core groups: client, advisor and business management personnel. Their wealth management technology platform operates at the forefront of the industry. "
target: Junxure
CRM Software, Inc. (dba Junxure) is an industry leader of advisor technology and practice management solutions with 12,000 active users and a client retention rate of 96 percent. Junxure has built a loyal user base, including financial advisors, operations leaders and business management personnel.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/30/2016 via BNC Analysis

FactSet Research Systems Inc., acquired Vermilion Software Ltd.

synopsis: FactSet Research Systems Inc., a provider of integrated financial information, has bought Vermilion Software Limited. Vermilion is a global provider of client reporting and communications software and services for the financial asset management industry.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet is a leading provider of financial data and analytic applications for investment management and investment banking professionals around the globe. FactSet offers instant access to financial data and analytics to thousands of analysts, portfolio managers, and investment bankers. "
target: Vermilion Software Ltd.
Vermilion Software is a leading international provider of client reporting software and services to investment managers in the global institutional asset management, retail and mutual fund, banking, pension, hedge fund, wealth management and insurance industries.
price ($mm)
$67
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/16/2015 via BNC Analysis

Altech Nupay, acquired Delter IT Services

synopsis: Altron subsidiary, Altech NuPay, is extending its reach into the microfinance market with the acquisition of Delter IT Services, a microfinance software development company providing consumer management systems to credit providers.
buyer parent: Altron
buyer: Altech Nupay
Altech NuPay is a PCI-DSS certified transaction service provider and is the leader in managed electronic payment solutions. Altech NuPay offers proven business solutions within the authenticated (terminal based, card present), non-authenticated (card not present) and web-based product space. "
target: Delter IT Services
Delter IT Services is a micro lending software development company providing client management systems to micro lenders. Their software can be used in any size of micro lending business, from small single offices, to big groups and even in banks.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/14/2015 via Company Press Release

Ellie Mae, Inc., will acquire Mortgage Returns

synopsis: Ellie Mae, a leading provider of innovative on-demand software solutions and services for the residential mortgage industry, announced that it has signed a definitive agreement to acquire Mortgage Returns, a leader in on-demand customer relationship management (CRM), and marketing automation solutions for the mortgage industry.
buyer: Ellie Mae, Inc. (ELLI:$477.11)
Ellie Mae, Inc. is a provider of automation solutions for the mortgage industry. The company's offerings include the Encompass® and Encompass360® mortgage management software systems. Ellie Mae also hosts the Ellie Mae Network™. "
target: Mortgage Returns
Mortgage Returns' web-based relationship management solution is a broad-based marketing solution that helps mortgage originators capitalize on their relationships with customers, prospects, and referral partners.
price ($mm)
$16
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/2/2015 via BusinessWire

Fidelity Investments, will acquire eMoney Advisor, Inc.

synopsis: Fidelity Investments® announced that it has agreed to acquire eMoney Advisor, a leading wealth planning software company. eMoney Advisor’s technology solutions transform the way financial professionals deliver their expertise, strengthen client relationships and help grow their businesses.
buyer: Fidelity Investments
Fidelity Investments is an international provider of financial services and investment resources that help individuals and institutions meet their financial objectives. "
target: eMoney Advisor, Inc.
eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security and organization for everything that affects their clients’ financial lives. eMoney is more than just wealth management software— it’s a better way of doing business.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/15/2014 via BusinessWire

Ellie Mae, Inc., acquired MortgageCEO

synopsis: Ellie Mae, a leading provider of enterprise level, on-demand automated solutions for the residential mortgage industry, announced that it has completed its acquisition of ARG Interactive, LLC (dba MortgageCEO), a leader in on-demand customer relationship management (CRM), and marketing automation solutions for the mortgage industry.
buyer: Ellie Mae, Inc. (ELLI:$477.11)
Ellie Ma, Inc. is a provider of automation solutions for the mortgage industry. The company's offerings include the Encompass® and Encompass360® mortgage management software systems. Ellie Mae also hosts the Ellie Mae Network™. "
target: MortgageCEO
MortgageCEO provides CRM, marketing automation and interactive web site solutions to mortgage companies, banks and credit unions. Mortgage companies and banks use MortgageCEO’s proprietary CRM, marketing automation and lead generation to acquire new customers and retain existing customers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/22/2012 via BNC Analysis

First Marblehead, acquired Cology, Inc.

synopsis: The First Marblehead Corporation announced that it has completed the acquisition of certain assets and liabilities of Cology, Inc. Cology is a provider of processing, disbursement and life-of-loan servicing to over 250 credit unions and lending institutions nationally.
buyer: First Marblehead (FMD:$50.38)
First Marblehead helps meet the need for education financing by offering national and regional financial institutions and educational institutions the Monogram(SM) platform, an integrated suite of design, implementation and credit risk management services. "
target: Cology, Inc.
Cology Inc. delivers comprehensive technology support, integrated student loan origination and disbursement services, dynamic brand management, specialized product and business development support, and strategic process improvement consulting for providers in the education finance industry.
price ($mm)
$4.70
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/1/2009 via BusinessWire

Ebix, Inc., acquired E-Z Data, Inc.

synopsis: Ebix, Inc., a leading international supplier of On-Demand software and E-commerce services to the insurance industry, announced that it has acquired California-based E-Z Data, Inc. E-Z Data Life CRM solutions are now considered the financial industry's standard for agency management, practice management, and enterprise CRM.
buyer: Ebix, Inc. (EBIX:$570.76)
Ebix, Inc. is a leading international supplier of software and e-commerce solutions to the insurance industry. Ebix provides a series of application software products for the insurance industry ranging from carrier systems, agency systems and exchanges to custom software development. "
target: E-Z Data, Inc.
Leading financial services organizations and top financial advisors worldwide rely on E-Z Data’s practice management, agency management, and CRM solutions to systematize proactive, high-touch communication with clients, increase sales, and reduce operational costs.
price ($mm)[EV]
$52 [$52]
rev ($mm)
$21
EBITDA ($mm)
EV / rev
2.5x
EV / EBITDA
closed 9/16/2008 via BNC Analysis

Nomis Solutions Inc., acquired Perspecta Ltd.

synopsis: Nomis Solutions, the leader in Profit-based Pricing for banking and finance, announced its acquisition of Perspecta, LLC, a privately owned London-based software company. With the acquisition, Nomis Solutions bolsters its ability to serve the mortgage market and improve customer portfolio management.
buyer: Nomis Solutions Inc.
Nomis Solutions is the recognized leader in Profit-based Pricing for banking and finance. Profit-based Pricing is an innovative approach that enables executives to strategically use pricing to achieve improved financial results, gain insight into customer preferences, and support compliance. "
target: Perspecta Ltd.
Perspecta, LLC, is a privately owned London-based software company. Perspecta has mortgage industry expertise, the Customer Portfolio Optimizer solution, and a base of satisfied customers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/11/2008 via BusinessWire

Beanstalk Networks LLC, acquired LION, Inc.

synopsis: LION, Inc. and Beanstalk Networks dba OpenClose announced the completion of the sale of substantially all of the assets of LION to OpenClose pursuant to an asset purchase agreement between Beanstalk Networks Acquisition LLC and LION dated as of May 12, 2008.
buyer: Beanstalk Networks LLC
Beanstalk Networks LLC dba OpenClose® Solutions is a pioneer in developing software as a service (SaaS) for the mortgage industry. OpenClose develops and hosts online Web-based mortgage software designed specifically for the mortgage lender that operate wholesale, retail, and correspondent channels."
target: LION, Inc.
LION, Inc. is a leader in online services for connecting mortgage brokers with consumers, wholesale lenders, and industry vendors. The company delivers tools that attract, capture, and service business for the broker originator team.
price ($mm)[EV]
$0.53 [($3.86)]
rev ($mm)
$4
EBITDA ($mm)
EV / rev
-1.0x
EV / EBITDA
closed 4/9/2008 via PR Newswire

Mediawhiz, acquired LeadROI, Inc.

synopsis: MediaWhiz, a leading results-driven online marketing company, announced the acquisition of LeadROI's Lead Management System, which enables advertisers to better manage, optimize, and monetize their lead generation campaigns.
buyer parent: Lake Capital
buyer: Mediawhiz
MediaWhiz provides media planning and buying services, search engine optimization, lead generation, and affiliate marketing services. The company's Coregistrations.com network of Web sites generate leads by inducing consumers to opt-in to receive marketing messages in exchange for free offers. "
target parent: Root Markets Inc.
target: LeadROI, Inc.
LeadROI, Inc. offers the mortgage industry a web-based lead and customer relationship management solution. The proprietary software streamlines new customer acquisition, improves productivity, maximizes sales conversion, and provides critical insight into production metrics.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/5/2007 via

Root Markets Inc., acquired LeadROI, Inc.

synopsis: Root Markets Inc., which operates the premier commodities exchange for trading and monetizing Internet-generated consumer leads, announced the acquisition of LeadROI, Inc. Based in Costa-Mesa, California, LeadROI provides a fully-integrated mortgage lead and customer relationship management system.
buyer: Root Markets Inc.
Root Markets Inc. operates the premier commodities exchange for trading and monetizing Internet-generated consumer leads. Root Markets operates the Root Exchange, a web-based trading platform, which provides a real-time, direct link between buyers and suppliers of leads. "
target: LeadROI, Inc.
LeadROI, Inc. offers the mortgage industry a web-based lead and customer relationship management solution. The proprietary software streamlines new customer acquisition, improves productivity, maximizes sales conversion, and provides critical insight into production metrics.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/11/2018 via PR Newswire

LoyaltyExpress, acquired SoftVu LLC

synopsis: LoyaltyExpress, a portfolio company of New Capital Partners, has acquired SoftVu, a leader in creation, management, distribution and tracking of automated marketing strategies for direct-to-consumer markets in the mortgage lending industry.
buyer parent: New Capital Partners
buyer: LoyaltyExpress
LoyaltyExpress simplifies CRM and marketing automation for banks and mortgage companies. Its flagship product, CustomerManager, combines lead management, email and direct mail campaigns with a 360-degree view of each loan officer's customers, partners and prospects. "
target: SoftVu LLC
SoftVu is a purpose-driven organization committed to driving client value through technology innovations, transparent results and service. SoftVu's industry-leading marketing automation platform enables the mortgage banking industry to deliver the message to the right person at the right time.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/28/2017 via PR Newswire

New Capital Partners, acquired LoyaltyExpress

synopsis: LoyaltyExpress, a provider of marketing automation and cloud-based CRM solutions for mortgage companies and banks, announced an investment from New Capital Partners (NCP), a private equity firm focused on financial and health care services.
buyer: New Capital Partners
New Capital Partners is focused on building great companies by investing in high-growth businesses and partnering with management teams in the healthcare, financial services, and business services industries. New Capital Partners is headquartered in Birmingham, AL and has an office in Dallas, TX. "
target: LoyaltyExpress
LoyaltyExpress simplifies CRM and marketing automation for banks and mortgage companies. Its flagship solution, CustomerManager, is an enterprise-wide, Software-as-a-Service platform that combines lead management, email and direct mail campaigns with a 360-degree view of a loan officer's customers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/21/2020 via BNC Analysis

FiLogix Inc., acquired Doorr Inc.

synopsis: Finastra, via its Canadian mortgage business Filogix, has acquired Doorr, a provider of cloud-based point-of-sale mortgage application software used by brokers to improve the mortgage experience.
buyer parent: Vista Equity Partners
buyer: FiLogix Inc.
Filogix has served as the hub of the Canadian mortgage industry for almost two decades, offering secure, reliable connectivity to brokers and lenders. It provides trusted mortgage lending products that enable the effective management of the sales process from origination through to underwriting. "
target: Doorr Inc.
Founded in February 2018, Doorr is a cloud-based CRM and mortgage workflow technology that provides mortgage brokers and financial institutions with a single environment to manage and interact with clients and partners (e.g. realtors).
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/16/2020 via BNC Analysis

Tink.com, acquired Instantor AB

synopsis: Stockholm-based Tink, one of the largest open banking platforms in Europe, has acquired Instantor, a provider of credit decision technology. Instantor provides income verification, know your customer and related technologies to banks and fintechs across 13 European markets.
buyer: Tink.com
Tink is Europe’s leading open banking platform that enables banks, fintechs and startups to develop data-driven financial services. Through one API, Tink allows customers to access aggregated financial data, initiate payments, enrich transactions and build personal finance management tools. "
target: Instantor AB
Instantor helps businesses in 3 continents to obtain consumer bank data that is easy to analyse. 200 customers in Europe, Asia and South America use this data to enhance their credit decisions. It helps them to verify an individual’s identity, income and expenses, in real-time.
price ($mm)
rev ($mm)
$15
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 6/15/2012 via BNC Analysis

MortgageKeeper, acquired Senro CRM system

synopsis: The eKeeper Group, provider of the MortgageKeeper CRM system, acquires Solution4 UK. Solution4's Senro CRM system caters for both financial advisers and mortgage brokers, allowing the storage of information associated to mortgage, pension, investment, protection, and general insurance, for both personal and corporate clients.
buyer parent: eKeeper Solutions Ltd.
buyer: MortgageKeeper
MortgageKeeper was founded in 2004 and specialises in building and maintaining high quality systems to the financial services industry. "
target: Senro CRM system
Senro CRM system caters for both financial advisers and mortgage brokers, allowing the storage of information associated to mortgage, pension, investment, protection, and general insurance, for both personal and corporate clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/15/2012 via BNC Analysis

MortgageKeeper, acquired Senro CRM system

synopsis: The eKeeper Group, provider of the MortgageKeeper CRM system, acquires Solution4 UK. Solution4's Senro CRM system caters for both financial advisers and mortgage brokers, allowing the storage of information associated to mortgage, pension, investment, protection, and general insurance, for both personal and corporate clients.
buyer parent: eKeeper Solutions Ltd.
buyer: MortgageKeeper
MortgageKeeper was founded in 2004 and specialises in building and maintaining high quality systems to the financial services industry. "
target: Senro CRM system
Senro CRM system caters for both financial advisers and mortgage brokers, allowing the storage of information associated to mortgage, pension, investment, protection, and general insurance, for both personal and corporate clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/15/2012 via BNC Analysis

MortgageKeeper, acquired Senro CRM system

synopsis: The eKeeper Group, provider of the MortgageKeeper CRM system, acquires Solution4 UK. Solution4's Senro CRM system caters for both financial advisers and mortgage brokers, allowing the storage of information associated to mortgage, pension, investment, protection, and general insurance, for both personal and corporate clients.
buyer parent: eKeeper Solutions Ltd.
buyer: MortgageKeeper
MortgageKeeper was founded in 2004 and specialises in building and maintaining high quality systems to the financial services industry. "
target: Senro CRM system
Senro CRM system caters for both financial advisers and mortgage brokers, allowing the storage of information associated to mortgage, pension, investment, protection, and general insurance, for both personal and corporate clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/6/2020 via BusinessWire

Intercontinental Exchange, will acquire Ellie Mae, Inc.

synopsis: Intercontinental Exchange, a leading operator of global exchanges and clearing houses and provider of mortgage technology, data and listing services, announced that it has entered into a definitive agreement to acquire Ellie Mae, the leading cloud-based platform provider for the mortgage finance industry.
buyer: Intercontinental Exchange (ICE:$5,588.00)
ICE serves customers by operating the exchanges, clearing houses and information services they rely upon to invest, trade and manage risk across global financial and commodity markets. A leader in market data, ICE Data Services serves the information and connectivity needs across all asset classes. "
target parent: Thoma Bravo, LLC
target: Ellie Mae, Inc. (ELLI:$477.11)
Ellie Mae is the leading cloud-based platform provider for the mortgage finance industry. Ellie Mae’s technology solutions enable lenders to originate more loans, reduce origination costs, and shorten the time to close, all while ensuring the highest levels of compliance, quality and efficiency.
price ($mm)
$11,000
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/22/2019 via BNC Analysis

New Capital Partners, acquired ARMCO

synopsis: New Capital Partners (NCP), a private equity firm in Birmingham, Ala., has partnered with Pompano Beach, Fla.-based ACES Risk Management Corp. (ARMCO), the leader in web-based quality assurance software for the financial services industry. ARMCO provides range of mortgage quality control, compliance and transaction risk management technologies.
buyer: New Capital Partners
New Capital Partners (NCP) is a private equity firm comprised of former operators headquartered in Birmingham, Ala. NCP makes investments in niche, tech-enabled services companies in the healthcare, financial and business services industries. "
target: ARMCO
Over half of the top 20 mortgage lenders in the U.S. choose ACES Risk Management (ARMCO) as their provider for transaction risk management software. ARMCO’s product line includes loan quality enterprise software, services, data and analytics.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/12/2019 via BusinessWire

Thoma Bravo, LLC, acquired Ellie Mae, Inc.

synopsis: Ellie Mae, the leading cloud-based platform provider for the mortgage finance industry, has been acquired by Thoma Bravo, LLC, a leading private equity investment firm.
buyer: Thoma Bravo, LLC
Thoma Bravo is a leading private equity investment firm providing equity and strategic support to experienced management teams and growing companies. The firm currently manages a series of private equity funds representing more than $30 billion of equity commitments. "
target: Ellie Mae, Inc. (ELLI:$477.11)
Ellie Mae is the leading cloud-based platform provider for the mortgage finance industry. Ellie Mae’s technology solutions enable lenders to originate more loans, reduce origination costs, and shorten the time to close, all while ensuring the highest levels of compliance, quality and efficiency.
price ($mm)[EV]
$3,608 [$3,306]
rev ($mm)
$480
EBITDA ($mm)
$57
EV / rev
7.0x
EV / EBITDA
59.6x
closed 7/10/2018 via BusinessWire

Optimal Blue, acquired Resitrader

synopsis: Optimal Blue announced the acquisition of Resitrader, creating the mortgage industry’s largest mortgage loan trading platform. Resitrader’s interactive trading environment enables buyers, sellers, and their advisors to transact in real time using an auction process and replaces the widely-used method of exchanging bid tapes via email.
buyer parent: GTCR, LLC
buyer: Optimal Blue
Optimal Blue, a financial technology company, operates the nation’s largest Digital Mortgage Marketplace. The company’s technology solutions include product eligibility and pricing, lock desk automation, risk management, loan trading, and data and analytics. "
target: Resitrader
Resitrader provides mortgage loan trading platform. Resitrader’s interactive trading environment enables buyers, sellers, and their advisors to transact in real time using an auction process and replaces the widely-used method of exchanging bid tapes via email.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/12/2018 via BusinessWire

CoreLogic, Inc., acquired a la mode technologies, LLC

synopsis: CoreLogic, a leading global property information, analytics and data-enabled services provider, announced the completion of the Company’s acquisition of a la mode technologies, LLC, a company that provides subscription based software solutions to more than 40,000 appraiser professionals across the US.
buyer: CoreLogic, Inc. (CLGX:$1,642.38)
CoreLogic is a leading global property information, analytics and data-enabled services provider. They combine data from public, contributory and proprietary sources, providing coverage of property and other encumbrances, consumer credit, tenancy, location, hazard risk and performance information. "
target: a la mode technologies, LLC
a la mode technologies, LLC provides subscription based software solutions to more than 40,000 appraiser professionals across the US. Their software solutions facilitate the aggregation of data, imagery and photographs in a GSE compliant format for the completion of U.S. residential appraisals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/7/2018 via BNC Analysis

Warburg Pincus, will acquire Fiserv Lending Solutions

synopsis: Fiserv, Inc., a leading global provider of financial services technology solutions, will sell 55% of its Lending Solutions business to Warburg Pincus. The joint venture will include all of the automotive loan origination and servicing products and related operations of Fiserv, as well as its LoanServ™ mortgage and consumer loan servicing platform.
buyer: Warburg Pincus
Warburg Pincus is a leading global private equity firm focused on thesis-driven growth investing at scale. With more than $44 billion in assets under management, their active portfolio of more than 150 companies is highly diversified by stage, sector and geography. "
target parent: Fiserv, Inc.
target: Fiserv Lending Solutions
The Fiserv Lending Solutions business is a market leader in automotive lending origination technology, automotive lending servicing technology and process solutions, as well as comprehensive mortgage and consumer loan servicing solutions.
price ($mm)
$419*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/1/2017 via BusinessWire

Fiserv, Inc., acquired PCLender LLC

synopsis: Fiserv, Inc., a leading global provider of financial services technology solutions, announced it has acquired the assets of PCLender, LLC, a leader in next generation enterprise internet-based mortgage software and mortgage lending technology solutions.
buyer: Fiserv, Inc. (FISV:$14,852.00)
Fiserv, Inc. is a leading global technology provider serving the financial services industry, driving innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization. "
target: PCLender LLC
PCLender, LLC is a leader in next generation enterprise internet-based mortgage software and mortgage lending technology solutions. With a proven record to provide immediate return on investment, PCLender is the most cost effective lending solution available.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/30/2017 via BusinessWire

Optimal Blue, acquired Comergence

synopsis: Optimal Blue announced that it has acquired Comergence Compliance, the leading provider of third-party oversight solutions in the mortgage industry. Comergence provides an array of third-party originator, appraiser, and social media risk management solutions that verify third-party compliance in real-time.
buyer parent: GTCR, LLC
buyer: Optimal Blue
Optimal Blue operates the mortgage industry’s digital marketplace, connecting lenders, investors and providers with integrated technology and value-added services. Their digital marketplace is powered by an enterprise secondary marketing automation platform. "
target: Comergence
Comergence provides the mortgage industry with the most effective risk management tools and information for originator and appraiser due diligence and compliance surveillance. Comergence streamlines the third party due diligence process, making comprehensive and verified data accessible 24/7.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/14/2016 via Market Wire

Dominion Lending Centres, will acquire Marlborough Stirling Canada Limited

synopsis: Founders Advantage Capital Corp. is pleased to announce that its subsidiary Dominion Lending Centres ("DLC") will acquire all of the securities of Marlborough Stirling Canada Limited (MSC). MSC provides software and services to the Canadian mortgage lending industry under the following three product lines: MorWEB; Omiga; and Optimus.
buyer parent: Founders Advantage Capital Corp.
buyer: Dominion Lending Centres
Dominion Lending Centres (DLC) is Canada’s #1 national mortgage company with more than 2,300 Mortgage Professionals spanning the country. DLC group of companies is Canada's leading and largest mortgage brokerage with $33 billion in funded mortgages in 2015. "
target: Marlborough Stirling Canada Limited
Marlborough Stirling Canada (MSC) provides software and services to the Canadian mortgage lending industry under the following three product lines: MorWEB; Omiga; and Optimus. MorWEB offers web-based mortgage origination functionality designed specifically for mortgage brokers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/10/2016 via BusinessWire

First American Financial Corporation, acquired TD Service Financial Corporation

synopsis: First American Financial Corporation, a leading global provider of title insurance, settlement services and risk solutions for real estate transactions, announced its acquisition of TD Service Financial Corporation, a provider of technology and services to the mortgage industry that specializes in post-closing services and document management.
buyer: First American Financial Corporation (FAF:$6,202.06)
First American Financial provides title insurance, settlement services and risk solutions for real estate transaction, title plant management services; title and other real property records and images; valuation products and services; home warranty products; property and casualty insurance, etc. "
target: TD Service Financial Corporation
TD Service Financial Corporation, through its TD Service Company subsidiary, provides specialized services in the areas of default, lien release, assignments, and document retrieval through the use of custom software.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/14/2016 via BNC Analysis

International Document Services, Inc., acquired Encomia

synopsis: International Document Services (IDS), a mortgage document preparation vendor headquartered in Salt Lake City, Utah, and a division of the Reynolds and Reynolds Company, announced it has acquired Encomia, a provider of eMortgage solutions to both depository and non-depository lenders.
buyer parent: Reynolds & Reynolds
buyer: International Document Services, Inc.
IDS was founded in 1986 in Salt Lake City, Utah, and is a nationwide provider of mortgage documents and compliance. IDS services include electronic signatures, closing documents, initial disclosures, document fulfillment and integration with leading loan origination systems and eClosing platforms. "
target: Encomia
Houston-based Encomia enables mortgage lenders to more cost-effectively and efficiently originate mortgage loans by enabling lenders to process mortgage loans electronically, from end-to-end, on a large-scale basis, regardless of document format.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/10/2016 via Market Wire

CMLS Financial, acquired Delta 360

synopsis: CMLS Financial, one of Canada's largest independent mortgage services companies, is announcing the successful acquisition of Delta 360; a Canadian-based technology provider focused on delivering superior mortgage and lending software solutions to the Canadian financial industry.
buyer: CMLS Financial
CMLS Financial is one of Canada's largest independently owned mortgage services companies, with offices across the country. Founded in 1974, the company provides a wide range of commercial lending services, residential mortgages, and institutional services. "
target: Delta 360
Delta 360 is a Canadian-based technology provider focused on delivering superior mortgage and lending software solutions to the Canadian financial industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/16/2015 via BNC Analysis

Altech Nupay, acquired Delter IT Services

synopsis: Altron subsidiary, Altech NuPay, is extending its reach into the microfinance market with the acquisition of Delter IT Services, a microfinance software development company providing consumer management systems to credit providers.
buyer parent: Altron
buyer: Altech Nupay
Altech NuPay is a PCI-DSS certified transaction service provider and is the leader in managed electronic payment solutions. Altech NuPay offers proven business solutions within the authenticated (terminal based, card present), non-authenticated (card not present) and web-based product space. "
target: Delter IT Services
Delter IT Services is a micro lending software development company providing client management systems to micro lenders. Their software can be used in any size of micro lending business, from small single offices, to big groups and even in banks.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/15/2015 via BusinessWire

Chronos Solutions LLC, acquired Cogent Road, Inc.

synopsis: Chronos Solutions, a national real estate finance services provider, has acquired Cogent Road, a San Diego-based mortgage technology company. Cogent Road develops three core products for the mortgage origination market: Funding Suite, Tax Door and Roohmz.
buyer: Chronos Solutions LLC
Chronos Solutions is a national technology enabled real estate finance services provider delivering elite mortgage and real estate services across the industry. Chronos offers customized transactional and business process management services to private sector and government clients. "
target: Cogent Road, Inc.
Cogent Road, Inc. provides enterprise-wide Web based software applications for the mortgage industry. Its solutions are Funding Suite, an AVM management solution, AVAIL, assists mortgage originators, Roohmz Mortgage, a workflow automation solution, and Gravity, a mortgage industry CRM solution.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/14/2015 via Company Press Release

Ellie Mae, Inc., will acquire Mortgage Returns

synopsis: Ellie Mae, a leading provider of innovative on-demand software solutions and services for the residential mortgage industry, announced that it has signed a definitive agreement to acquire Mortgage Returns, a leader in on-demand customer relationship management (CRM), and marketing automation solutions for the mortgage industry.
buyer: Ellie Mae, Inc. (ELLI:$477.11)
Ellie Mae, Inc. is a provider of automation solutions for the mortgage industry. The company's offerings include the Encompass® and Encompass360® mortgage management software systems. Ellie Mae also hosts the Ellie Mae Network™. "
target: Mortgage Returns
Mortgage Returns' web-based relationship management solution is a broad-based marketing solution that helps mortgage originators capitalize on their relationships with customers, prospects, and referral partners.
price ($mm)
$16
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/1/2015 via BNC Analysis

Bankrate, Inc., acquired LoanTek, Inc.

synopsis: Bankrate, Inc., is one of the internet's leading aggregators of information on more than 300 financial products and fees, has acquired LoanTek, Inc., a company that creates exclusive mortgage referrals using automated and consumer-facing pricing on strategic partner and lender websites.
buyer parent: Apax Partners
buyer: Bankrate, Inc. (RATE:$459.34)
Bankrate, Inc. and its subsidiaries own and operate an internet-based consumer banking and personal finance network. Bankrate's flagship website, Bankrate.com, is one of the Internet's leading aggregators of information on more than 300 financial products and fees. "
target: LoanTek, Inc.
LoanTek, Inc. creates exclusive mortgage referrals using automated and consumer-facing on strategic partner and lender websites. In addition to a mortgage pricing engine, LoanTek offers clients a consumer direct SaaS suite.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/30/2015 via PR Newswire

ComplianceEase, acquired ProClose

synopsis: ComplianceEase, the nation's leading provider of automated compliance solutions to the financial services industry, announced that it has acquired the assets of Mortgage Banking Systems (dba ProClose®) of McLean, Va., a provider of premier mortgage document preparation and closing software solutions for financial institutions.
buyer: ComplianceEase
ComplianceEase® is a leading provider of intelligent business solutions to financial services institutions. ComplianceEase is a division of LogicEase Solutions Inc. and is headquartered in Burlingame, CA. "
target: ProClose
ProClose provides premier loan closing software solutions to Mortgage Lenders and Commercial Banks by offering Ease of Use, Customized Solutions at Affordable Pricing and Extensive Compliance Coverage. The company brings a SaaS approach to mortgage document preparation and management.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/4/2014 via BusinessWire

Assurant Specialty Property, acquired eMortgage Logic, LLC.

synopsis: Assurant Specialty Property announced the expansion of its risk management offerings for the mortgage industry with the acquisition of eMortgage Logic, LLC, a national provider of residential valuation products and valuation technology services.
buyer parent: Assurant
buyer: Assurant Specialty Property
Assurant Specialty Property is a leading provider of insurance services in partnership with mortgage lenders, property managers, financial institutions, manufactured home sellers, auto finance companies and their customers. "
target: eMortgage Logic, LLC.
eMortgage Logic is a leading provider of residential valuation products and valuation technology nationwide, including appraisals, broker price opinions, property condition reports, value reconciliations, desktop reviews and local market analytics.
price ($mm)
$17
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/16/2014 via BusinessWire

Assurant, acquired StreetLinks LLC

synopsis: Assurant, Inc., a premier provider of specialty insurance and services, announces the acquisition of StreetLinks LLC, a leader in appraisal and valuation solutions for the mortgage industry, from Novation Companies, Inc. and other shareholders.
buyer: Assurant (AIZ:$9,983.10)
Assurant, Inc. is a provider of specialty insurance products in the U.S. and select worldwide markets. The company operates its business through four business segments: Assurant Employee Benefits, Assurant Health, Assurant Solutions and Assurant Specialty Property. "
target parent: Novation Companies, Inc.
target: StreetLinks LLC
StreetLinks Lender Solutions provides an innovative and comprehensive suite of valuation services and lending technology solutions to banks, lenders and other mortgage industry firms.
price ($mm)
$60
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

Like Senro CRM system


read more

Senro CRM system

Adalpha

AdvisorEngine

AssetLock

Junxure

Vermilion Software Ltd.

Delter IT Services

Mortgage Returns

eMoney Advisor, Inc.

MortgageCEO

Cology, Inc.

E-Z Data, Inc.

Perspecta Ltd.

LION, Inc.

LeadROI, Inc.

LeadROI, Inc.

SoftVu LLC

LoyaltyExpress

Doorr Inc.

Instantor AB

read more

Senro CRM system

read more

Senro CRM system

read more

Senro CRM system

Ellie Mae, Inc.

ARMCO

Ellie Mae, Inc.

Resitrader

a la mode technologies, LLC

Fiserv Lending Solutions

PCLender LLC

Comergence

Marlborough Stirling Canada Limited

TD Service Financial Corporation

Encomia

Delta 360

Delter IT Services

Cogent Road, Inc.

Mortgage Returns

LoanTek, Inc.

ProClose

eMortgage Logic, LLC.

StreetLinks LLC

Geography
Matching Companies
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
2020
rev ($mm)
$38.04
EBITDA ($mm)
$2.96
EBIT ($mm)
$1.05
Net Income ($mm)
$0.18
Employees
0
  • drill down
  • watch
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.
year
2020
rev ($mm)
$186.89
EBITDA ($mm)
($44.11)
EBIT ($mm)
($50.94)
Net Income ($mm)
Employees
471
  • drill down
  • watch
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
2020
rev ($mm)
$0.49
EBITDA ($mm)
($1.70)
EBIT ($mm)
($1.74)
Net Income ($mm)
Employees
880
  • drill down
  • watch
Ticker: ASX:HUB
 
 
 
 
 
 
 
 
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.
year
2016
rev ($mm)
$32.55
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
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.
year
2020
rev ($mm)
$32.28
EBITDA ($mm)
$1.73
EBIT ($mm)
$0.98
Net Income ($mm)
Employees
141
  • drill down
  • watch
Ticker: BKFS
 
 
 
 
 
 
 
 
Black Knight, Inc.
Black Knight, Inc.
Black Knight is a leading provider of integrated software, data and analytics solutions that facilitate and automate many of the business processes across the homeownership lifecycle. They are committed to being a premier business partner that clients rely on to achieve their strategic goals.
year
2019
rev ($mm)
$1,177.20
EBITDA ($mm)
$397.20
EBIT ($mm)
$301.20
Net Income ($mm)
$108.80
Employees
4900
  • drill down
  • watch
Ticker: GS:ASPS
 
 
 
 
 
 
 
 
Altisource Portfolio Solutions S.A.
Altisource Portfolio Solutions S.A.
Altisource Portfolio Solutions S.A. is a premier marketplace and transaction solutions provider for the real estate, mortgage and consumer-debt industries. Its proprietary business processes, electronic payment software and behavioral science analytics improve outcomes for marketplace participants.
year
2015
rev ($mm)
$1,052.38
EBITDA ($mm)
$197.71
EBIT ($mm)
$127.62
Net Income ($mm)
$90.40
Employees
9313
  • drill down
  • watch
Ticker: OTCPK:SYPT
 
 
 
 
 
 
 
 
Scrypt, Inc
Scrypt builds secure cloud-based workflow management and collaboration tools for regulated industries. They help businesses operating in regulated industries improve document workflow and regain valuable time while protecting business-critical information.
year
2009
rev ($mm)
$0.27
EBITDA ($mm)
($0.86)
EBIT ($mm)
($0.92)
Net Income ($mm)
Employees
7
  • drill down
  • watch
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
2020
rev ($mm)
$38.04
EBITDA ($mm)
$2.96
EBIT ($mm)
$1.05
Net Income ($mm)
$0.18
Employees
0
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Overture Technologies
Overture Technologies
Overture Technologies is the leading provider of mortgage as well as higher-education funding solutions. Overture’s products in the higher-education funding industry help students and their families save money by making better and fully informed financial decisions.
year
2005
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
9
  • drill down
  • watch
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.
year
2020
rev ($mm)
$186.89
EBITDA ($mm)
($44.11)
EBIT ($mm)
($50.94)
Net Income ($mm)
Employees
471
  • drill down
  • watch
Ticker: TSXV:PKK
 
 
 
 
 
 
 
 
Peak Positioning Technologies Inc.
Peak Positioning Technologies Inc.
Peak Positioning Technologies Inc., is a Canadian software developer for mobile smart devices, and application provider to mobile network operators (MNO) worldwide. In association with its partner, LongKey-Hong Kong Ltd, the company has developed the AiNi(TM) Mobile Cloud platform.
year
2019
rev ($mm)
$6.12
EBITDA ($mm)
$0.16
EBIT ($mm)
($0.03)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Upstart Holdings, Inc.
Upstart is a leading AI lending platform partnering with banks to expand access to affordable credit. By leveraging Upstart's AI platform, Upstart-powered banks can have higher approval rates and lower loss rates, while delivering exceptional digital-first lending experiences their customers.
year
2020
rev ($mm)
$233.42
EBITDA ($mm)
$14.04
EBIT ($mm)
$11.77
Net Income ($mm)
$5.98
Employees
429
  • drill down
  • watch
Ticker: PT
 
 
 
 
 
 
 
 
PINTEC
PINTEC
PINTEC is a leading independent technology platform enabling financial services in China. With its mission to "Power the Future of Finance", PINTEC aims to advance financial services by providing customizable and modular fintech solutions to its financial and business partners.
year
2018
rev ($mm)
$156.10
EBITDA ($mm)
$13.41
EBIT ($mm)
$12.65
Net Income ($mm)
$0.96
Employees
432
  • drill down
  • watch
Ticker: JKHY
 
 
 
 
 
 
 
 
Jack Henry & Associates, Inc.
Jack Henry & Associates, Inc.
Jack Henry & Associates, Inc. provides computer systems and electronic payment solutions for financial services organizations. Its technology solutions serve customers nationwide, and are marketed and supported through three primary brands.
year
2020
rev ($mm)
$1,714.10
EBITDA ($mm)
$449.16
EBIT ($mm)
$379.95
Net Income ($mm)
$298.40
Employees
6717
  • drill down
  • watch
Ticker: SWX:TEMN
 
 
 
 
 
 
 
 
Temenos Group AG
Temenos Group AG
Founded in 1993 and listed on the Swiss Stock Exchange, Temenos Group AG is the market leading provider of banking software systems to retail, corporate, universal, private, Islamic, microfinance and community banks, wealth managers, and financial institutions.
year
2019
rev ($mm)
$901.75
EBITDA ($mm)
$275.83
EBIT ($mm)
$239.13
Net Income ($mm)
$187.69
Employees
5388
  • drill down
  • watch
Ticker: QTWO
 
 
 
 
 
 
 
 
Q2 Software, Inc.
Q2 Software, Inc.
Q2 is a secure, cloud-based digital transformation solutions company headquartered in Austin, Texas. Q2's digital banking solutions for deposits, money movement, lending, leasing, security and fraud enable financial institutions to deliver a better financial experience to their account holders.
year
2019
rev ($mm)
$276.66
EBITDA ($mm)
($29.39)
EBIT ($mm)
($43.13)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: CSVI
 
 
 
 
 
 
 
 
Computer Services, Inc.
Computer Services, Inc.
Computer Services, Inc. delivers core banking, payments processing, Internet, card services, risk assessment, fraud prevention, network management, regulatory compliance and document delivery solutions to financial institutions and corporate entities across the nation.
year
2011
rev ($mm)
$163.78
EBITDA ($mm)
$46.44
EBIT ($mm)
$39.88
Net Income ($mm)
$24.02
Employees
917
  • drill down
  • watch
Ticker: SZSE:300348
 
 
 
 
 
 
 
 
Shenzhen Sunline Tech Co., Ltd.
Shenzhen Sunline Tech Co., Ltd. provides financial IT services for banks in China. The company offers business-class solutions, such as basic system core business systems, payment and clearing systems, intermediate business systems, operating systems, and bank credit solutions for daily operations.
year
2017
rev ($mm)
$101.70
EBITDA ($mm)
$14.18
EBIT ($mm)
$11.97
Net Income ($mm)
$13.55
Employees
2706
  • drill down
  • watch
Ticker: SWX:CLXN
 
 
 
 
 
 
 
 
CREALOGIX
CREALOGIX
The CREALOGIX Group is an independent Swiss software provider and, as one of the Fintech Top 100 companies, it is a market leader in digital banking in Switzerland. CREALOGIX develops and implements innovative Fintech solutions for the electronic banking of tomorrow.
year
2017
rev ($mm)
$76.18
EBITDA ($mm)
$6.96
EBIT ($mm)
$4.19
Net Income ($mm)
$1.07
Employees
349
  • drill down
  • watch