Like InvestorForce

closed 1/30/2013 via BusinessWire

MSCI Inc., acquired InvestorForce

synopsis: MSCI Inc. announced that it has completed its acquisition of Investor Force Holdings, Inc. InvestorForce is a leading provider of performance reporting solutions to the institutional investment community in the US, providing investment consultants with an integrated solution for daily monitoring, analysis and reporting on institutional assets.
buyer: MSCI Inc. (MSCI:$1,476.56)
MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools. "
target parent: ICG Group, Inc.
target: InvestorForce
Investor Force, Inc. is a financial software company that has been a pioneer in the development of advanced solutions for institutional investment consultants. Their technology leverages automated data collection to provide clients with real time insight, transparency and deep analysis.
price ($mm)
$24
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/30/2018 via BusinessWire

InvestorForce will be merged with Investment Metrics, LLC,

synopsis: Resurgens Technology Partners has entered into a definitive agreement to acquire InvestorForce from MSCI Inc., and will merge it with its portfolio company, Investment Metrics. InvestorForce is a premier provider of performance reporting solutions to the institutional investment community.
buyer parent: Resurgens Technology Partners
buyer: Investment Metrics, LLC
Investment Metrics is a leading provider of investment performance analytics and reporting solutions for institutional investment consultants, asset managers and private wealth advisors. "
target parent: MSCI Inc.
target: InvestorForce
InvestorForce is a premier provider of performance reporting solutions to the institutional investment community, providing investment consultants with an integrated solution for daily monitoring, analysis and reporting on institutional assets.
price ($mm)
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closed 10/3/2019 via GlobeNewswire

Hazeltree, acquired ENSO Financial Analytics

synopsis: Hazeltree, the leading provider of integrated treasury management and portfolio finance solutions, announced today that it has acquired ENSO Financial Analytics (ENSO), a leading provider of portfolio analytics for hedge funds and prime brokers, previously owned by CME Group Inc.
buyer: Hazeltree
Hazeltree is the leading Treasury Management solution provider with powerful, proactive performance enhancement and risk mitigation capabilities that generate operational alpha, reduce a range of risks and streamline operations. "
target parent: CME Group
target: ENSO Financial Analytics
ENSO Financial Analytics (ENSO) is a leading hedge fund service provider offering clients the ability to use critical business insights to become more competitive while strengthening their broker relationships. ENSO captures data on more than $1 trillion in hedge fund assets under advisory.
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closed 4/14/2016 via BusinessWire

ICAP Plc, acquired ENSO Financial Analytics

synopsis: ICAP plc, a leading markets operator and provider of post trade risk mitigation and information services, announces that it has acquired ENSO Financial Analytics (ENSO), a leading provider of a data analytics platform for hedge funds and prime brokers.
buyer: ICAP Plc (LSE:IAP:$555.68)
ICAP is a leading markets operator and provider of post trade risk mitigation and information services. As a leading markets operator ICAP provides a wide variety of electronic execution, risk mitigation, messaging, broking and information services for wholesale market participants. "
target: ENSO Financial Analytics
ENSO Financial Analytics (ENSO) is a leading hedge fund service provider offering clients the ability to use critical business insights to become more competitive while strengthening their broker relationships. Their intuitive, data-driven tools enhances risk and operational transparency.
price ($mm)
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closed 4/29/2019 via Company Press Release

Dynamo Software, acquired Preqin Solutions Ltd

synopsis: Dynamo Software, the premier provider of comprehensive cloud software and data solutions for the alternative investment industry, has acquired Preqin Solutions, formerly Baxon Solutions. Based in London, Preqin Solutions provides cloud-based software for private equity portfolio monitoring.
buyer parent: Francisco Partners Management LLC
buyer: Dynamo Software
Dynamo Software has provided premium industry-specific, configurable investment management and reporting software for the global alternative assets industry since 1998, including fund administrators, endowments, pension funds, foundations, private equity and more. "
target parent: Preqin
target: Preqin Solutions Ltd
Preqin Solutions, formerly Baxon Solutions, is the lead innovator in cloud solutions for the private equity industry. Preqin Solutions delivers simple functionality to enhance the quality of data and the decision-making tools available to portfolio companies and asset owners.
price ($mm)
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closed 11/9/2016 via PR Web

Preqin, acquired Baxon

synopsis: Preqin, the leading source of information for the alternative assets industry, has announced its acquisition of Baxon Solutions. Baxon delivers market leading cloud collaboration software for monitoring, analyzing, managing and reporting portfolio companies' performance.
buyer: Preqin
Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and bespoke data requests. "
target: Baxon
Baxon delivers market leading cloud collaboration software for monitoring, analyzing, managing and reporting portfolio companies' performance by automating the compilation and dynamic exchange of portfolio company information.
price ($mm)
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announced 5/23/2019 via BusinessWire

Refinitiv, will acquire AlphaDesk

synopsis: Refinitiv will acquire AlphaDesk, a cloud-based Order Management System (OMS) that offers order and portfolio management, risk, and compliance solutions for buy-side clients. AlphaDesk adds a multi-asset class and multi-currency OMS platform with flexible workflows, adaptable to the differing needs of individual buy-side traders and asset managers.
buyer parent: Blackstone Group LP
buyer: Refinitiv
Refinitiv is a provider of financial market data and infrastructure. It provides leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community. "
target parent: SGGG Fund Services Inc.
target: AlphaDesk
Toronto, Canada based AlphaDesk delivers real-time order, portfolio, and operations management tools to fund managers. The managed cloud service supports multiple portfolios, strategies, asset types, currencies and custodians in a single, integrated solution.
price ($mm)
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closed 5/24/2017 via BNC Analysis

MergerMarket Group, acquired TIM Group

synopsis: Mergermarket Group, a BC Partners portfolio company, announced that it has acquired TIM Group. Established in 2002 and headquartered in London, TIM Group specialises in the electronic delivery of equity trade ideas and investment recommendations through its independent distribution platform.
buyer parent: BC Partners
buyer: MergerMarket Group
Mergermarket Group is a global media company providing investment banks, advisory professionals, fund managers, private equity firms, industry and corporate professionals with forward-looking intelligence, analysis and data. "
target: TIM Group
TIM Group connects financial industry professionals with its proprietary network and technology, revolutionizing how investment advice is distributed, analysed and monetized. TIM Group network analyses and measures trade idea performance, facilitating compliance in line with MiFID II requirements.
price ($mm)
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closed 3/24/2021 via BNC Analysis

Profile Systems & Software, acquired Euronext Centevo

synopsis: Profile Software, the leading financial solutions provider, announced the acquisition of Euronext Centevo, a specialised provider of Asset and Fund Management solutions. Euronext Centevo offers independent, cloud-based and fully integrated asset management solutions for fund managers and distributors in the Nordic region.
buyer: Profile Systems & Software (ATSE:PROF:$17.67)
Founded in 1990, Profile Systems & Software is an international financial solutions provider, delivering market-proven solutions to the Investment Management and Banking industries. It is recognized as an established and trusted partner in a number of regions, offering a wide spectrum of solutions. "
target parent: Euronext N.V.
target: Euronext Centevo
Euronext Centevo offers independent, cloud-based and fully integrated asset management solutions for fund managers and distributors in the Nordic region and for asset managers in the European market. Euronext Centevo dates back to 1991 and is headquartered in Stockholm, Sweden.
price ($mm)
rev ($mm)
$7
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
announced 9/20/2019 via BNC Analysis

Confluence, will acquire StatPro Group PLC

synopsis: Wimbledon based, financial services technology provider, StatPro, will be acquired by US private equity firm, TA Associates, via its Confluence Technologies arm. AIM listed StatPro, which provides cloud-based investment portfolio analysis and pricing tools, has reached agreement on the terms of an all cash offer for 100% of it share capital.
buyer parent: TA Associates
buyer: Confluence
As a proven leader delivering an innovative platform to put data first in asset management, Confluence is leading the DataTech evolution for post-trade reporting. They focus on getting the data right, then reusing it across multiple investor communications deliverables for speed, and efficiency. "
target: StatPro Group PLC (AIM:SOG:$69.47)
StatPro is a global provider of award winning portfolio analytics solutions for the investment community. The Group’s cloud-based platform provides vital analysis of portfolio performance, attribution, risk and compliance.
price ($mm)[EV]
$201 [$241]
rev ($mm)
$70
EBITDA ($mm)
$9
EV / rev
3.6x
EV / EBITDA
29.5x
closed 5/3/2021 via Company Press Release

Imagine Software, Inc. merged with TradingScreen Inc,

synopsis: Francisco Partners, a leading global investment firm that specializes in partnering with technology businesses, announced the combination of TradingScreen, a provider of trading execution and order management software, and Imagine Software, a real-time risk and compliance software platform. The combined company will be known as TS Imagine.
buyer parent: Francisco Partners Management LLC
buyer: TradingScreen Inc
Operating in the cloud for nearly two decades, TradingScreen (TS) is a leading expert on SaaS trading technology. TradeSmart OEMS offers workflow efficiency and seamless integration between the sell-side and buy-side, connecting markets globally and providing traders the information they need. "
target: Imagine Software, Inc.
Imagine offers the power of a real-time, institutional-grade portfolio and risk management software solution and provides clients the choice of full-service on-line accessibility with real-time pricing, security master, corporate actions, derived market data, and 24/7 connectivity.
price ($mm)
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announced 2/19/2021 via BusinessWire

280 CapMarkets will be merged with Incapital,

synopsis: Incapital, a leading underwriter and distributor of fixed income and market-linked securities, and 280 CapMarkets, a technology company providing best execution trading support and price transparency, announced they are merging to create InspereX.
buyer: Incapital
Incapital was founded in 1999 and is a leading underwriter and distributor of securities to more than 500 broker dealers, institutions, asset managers, RIAs and banks. "
target: 280 CapMarkets
280 CapMarkets is a financial technology company focused on delivering best execution support and price transparency to advisors, institutional investors, and issuers in the fixed income markets.
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closed 4/16/2020 via BusinessWire

BitGo, acquired Lumina Technologies, Inc.

synopsis: BitGo, the leader in digital asset financial services, announced that it acquired Lumina, a comprehensive crypto-native financial platform. Lumina is trusted by leading investment funds, enterprises, and professionals who demand an institutional-grade solution.
buyer: BitGo
BitGo is the leader in digital asset financial services, providing institutional investors with security, custody, and liquidity solutions. BitGo processes over 20% of all global bitcoin transactions, and supports over 200 coins and tokens. "
target: Lumina Technologies, Inc.
Lumina is a comprehensive crypto-native financial platform. Lumina is trusted by leading investment funds, enterprises, and professionals who demand an institutional-grade solution. Their platform offers solutions for portfolio management, accounting and tax, pricing and transaction APIs, and more.
price ($mm)
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closed 10/10/2018 via BNC Analysis

NeoXam, acquired 100M

synopsis: NeoXam, a global financial software company, has acquired 100M, a French provider of reporting solutions to the finance industry. 100M's solution allows users to monitor their portfolio, manage fund reporting for any asset class and generate customized client reports.
buyer parent: Cathay Capital Private Equity
buyer: NeoXam
NeoXam is a global financial software company that deliver reliable and scalable solutions, processing more than $15 trillion worth of assets per day and serving over 10,000 users. NeoXam helps buy- and sell-side clients address the continuous changes in the financial industry. "
target: 100M
100M is a French provider of reporting solutions to the finance industry. Their solution simplifies reporting, digitizes portfolio monitoring and improves client service. 100M allows users to monitor their portfolio, manage fund reporting for any asset class and generate customized client reports.
price ($mm)
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closed 11/2/2017 via PE Hub

Dynamo Software, acquired HoldingsInsight

synopsis: Dynamo Software, the premier provider of configurable, cloud-based investment management software for the alternative asset investment industry, announced that it has acquired HoldingsInsight, a portfolio investments data capture and reporting service.
buyer parent: Francisco Partners Management LLC
buyer: Dynamo Software
Dynamo Software has provided premium industry-specific, configurable investment management and reporting software for the global alternative assets industry since 1998, including fund administrators, endowments, pension funds, foundations, private equity and more. "
target: HoldingsInsight
HoldingsInsight is a portfolio investments data capture and reporting service founded in 2016, focusing on providing limited partners with better transparency into their portfolio, resulting in better risk management and superior investment decisions.
price ($mm)
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closed 10/18/2017 via PE Hub

Francisco Partners Management LLC, acquired Dynamo Software

synopsis: Dynamo Software, the premier provider of configurable, cloud-based investment management software for the alternative asset investment industry, announced a majority investment from Francisco Partners, a global, technology-focused private equity firm.
buyer: Francisco Partners Management LLC
Francisco Partners is a leading global private equity firm, which specializes in investments in technology businesses. Since its launch over 17 years ago, Francisco Partners has raised over $10 billion in capital and invested in over 200 technology companies. "
target: Dynamo Software
Dynamo Software has provided premium industry-specific, configurable investment management and reporting software for the global alternative assets industry since 1998, including fund administrators, endowments, pension funds, foundations, private equity and more.
price ($mm)
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announced 12/13/2007 via BusinessWire

Schwab Performance Technologies, will acquire etelligent consulting

synopsis: Schwab Performance Technologies, a subsidiary of The Charles Schwab Corporation and a leading provider of portfolio management and accounting solutions to independent Registered Investment Advisors has entered into an agreement to acquire RIA back office outsourcing provider Etelligent Consulting, Inc.
buyer parent: The Charles Schwab Corporation
buyer: Schwab Performance Technologies
Schwab Performance Technologies (SPT) is a leading provider of portfolio management systems and accounting solutions to more than 3,000 independent investment advisory firms. SPT develops powerful portfolio management solutions to help advisors manage their practice and service their clients. "
target: etelligent consulting
Etelligent is the leading provider of BackOffice Portfolio Reporting services to Registered Investment Advisors and other financial professionals. Etelligent has worked with over a thousand advisors nationwide and currently has over $30 billion of assets on the Etelligent BackOffice™ platform.
price ($mm)
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closed 3/3/2021 via PR Newswire

Roofstock, acquired Stessa, Inc.

synopsis: Roofstock, the leading marketplace for investing in the $4 trillion single-family rental home sector, has acquired Stessa, the leading asset management software-as-a-service solution for Single Family Residential investors, which was owned by JLL's technology division, JLL Technologies.
buyer: Roofstock
Roofstock is the leading marketplace for investing in the $4 trillion single-family rental home sector. The company provides extensive resources for investors to buy, own and sell real estate online, including data analytics, property management oversight and other tools. "
target parent: JLL
target: Stessa, Inc.
Stessa is a SaaS platform that enables income property owners to track, manage, and communicate the performance of their real estate investments. Stessa makes it easy for both novice and sophisticated investors to drive operational efficiencies, maximize revenue, and improve portfolio performance.
price ($mm)
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closed 3/28/2018 via PR Newswire

JLL Spark, acquired Stessa, Inc.

synopsis: JLL Spark, a division of JLL that invests in proptech companies, has acquired Stessa, a SaaS platform that enables income property owners to track, manage, and communicate the performance of their real estate investments. Stessa makes it easy for investors to drive operational efficiencies, maximize revenue, and improve portfolio performance.
buyer parent: JLL
buyer: JLL Spark
JLL Spark is dedicated to transforming the real estate industry through technology-based innovation. JLL Spark's strategic proptech investments offer JLL the ability to provide innovative products to real estate owners and operators. "
target: Stessa, Inc.
Stessa is a SaaS platform that enables income property owners to track, manage, and communicate the performance of their real estate investments. Stessa makes it easy for both novice and sophisticated investors to drive operational efficiencies, maximize revenue, and improve portfolio performance.
price ($mm)
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closed 11/29/2017 via BNC Analysis

Hockeystick Co., acquired LaunchSpot

synopsis: Hockeystick has acquired LaunchSpot, a platform that allows accelerators and startup funders to track their startups. LaunchSpot, based in Canada, is a software-as-a-service product. LaunchSpot.io is used by startup ecosystems to automate and simplify how startup ecosystems connect companies with mentors, track their progress and report to funders.
buyer: Hockeystick Co.
Hockeystick is a financial market data network that provides deep insight into private companies. Hockeystick’s network connects a firm’s financial data directly to the venture capital, private equity and innovation ecosystems. "
target: LaunchSpot
LaunchSpot, based in Kitchener, Canada, is a software-as-a-service product. LaunchSpot is used by startup ecosystems to automate and simplify how startup ecosystems connect companies with mentors, track their progress and report to funders.
price ($mm)
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announced 7/30/2018 via BusinessWire

InvestorForce will be merged with Investment Metrics, LLC,

synopsis: Resurgens Technology Partners has entered into a definitive agreement to acquire InvestorForce from MSCI Inc., and will merge it with its portfolio company, Investment Metrics. InvestorForce is a premier provider of performance reporting solutions to the institutional investment community.
buyer parent: Resurgens Technology Partners
buyer: Investment Metrics, LLC
Investment Metrics is a leading provider of investment performance analytics and reporting solutions for institutional investment consultants, asset managers and private wealth advisors. "
target parent: MSCI Inc.
target: InvestorForce
InvestorForce is a premier provider of performance reporting solutions to the institutional investment community, providing investment consultants with an integrated solution for daily monitoring, analysis and reporting on institutional assets.
price ($mm)
rev ($mm)
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closed 1/30/2013 via BusinessWire

MSCI Inc., acquired InvestorForce

synopsis: MSCI Inc. announced that it has completed its acquisition of Investor Force Holdings, Inc. InvestorForce is a leading provider of performance reporting solutions to the institutional investment community in the US, providing investment consultants with an integrated solution for daily monitoring, analysis and reporting on institutional assets.
buyer: MSCI Inc. (MSCI:$1,476.56)
MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools. "
target parent: ICG Group, Inc.
target: InvestorForce
Investor Force, Inc. is a financial software company that has been a pioneer in the development of advanced solutions for institutional investment consultants. Their technology leverages automated data collection to provide clients with real time insight, transparency and deep analysis.
price ($mm)
$24
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/1/2006 via PR Newswire

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

synopsis: Morningstar, Inc., a leading provider of independent investment research, announced that it has completed its previously announced acquisition of the institutional hedge fund and separate account database division of InvestorForce, Inc., a Wayne, Pa.-based financial software and data integration company, for approximately $10 million in cash.
buyer: Morningstar, Inc. (MORN:$1,244.10)
Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, and commodities, in addition to foreign exchange and Treasury markets. "
seller: InvestorForce
InvestorForce is a financial software company that has been a leader in the development of online applications for the financial services industry.
price ($mm)
$10
rev ($mm)
EBITDA ($mm)
EV / rev
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announced 9/9/2019 via BusinessWeek

MSCI Inc., will acquire Carbon Delta AG

synopsis: MSCI Inc., a leading provider of critical decision support tools and services for the global investment community, announced that its subsidiary, MSCI Barra (Suisse) Sàrl, is to acquire Zurich-based Carbon Delta AG, a research firm that specializes in identifying and analyzing the climate change resilience of publicly traded companies.
buyer: MSCI Inc. (MSCI:$1,476.56)
MSCI is an independent provider of research-driven insights and tools for institutional investors. They have deep expertise in the areas of risk and performance measurement that is based on more than 40 years of academic research, real-world experience and collaboration with their clients. "
target: Carbon Delta AG
Carbon Delta is a research firm that specializes in identifying and analyzing the climate change resilience of publicly traded companies. They identify how much a company’s value is possibly affected by climate change.
price ($mm)
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announced 7/30/2018 via BusinessWire

InvestorForce will be merged with Investment Metrics, LLC,

synopsis: Resurgens Technology Partners has entered into a definitive agreement to acquire InvestorForce from MSCI Inc., and will merge it with its portfolio company, Investment Metrics. InvestorForce is a premier provider of performance reporting solutions to the institutional investment community.
buyer parent: Resurgens Technology Partners
buyer: Investment Metrics, LLC
Investment Metrics is a leading provider of investment performance analytics and reporting solutions for institutional investment consultants, asset managers and private wealth advisors. "
target parent: MSCI Inc.
target: InvestorForce
InvestorForce is a premier provider of performance reporting solutions to the institutional investment community, providing investment consultants with an integrated solution for daily monitoring, analysis and reporting on institutional assets.
price ($mm)
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closed 4/9/2018 via BusinessWire

Allegro Development Corp., acquired Financial Engineering Associates

synopsis: Allegro Development, a leader in commodity trading and risk management solutions, acquired Financial Engineering Associates (FEA), a provider of risk analytics software for traders, risk managers, and quantitative analysts in commodity industries. FEA provides customers with global commodity trading and quantitative analytics.
buyer parent: Vector Capital
buyer: Allegro Development Corp.
Allegro is a global leader in commodity management software for companies who buy, sell, produce or consume commodities. Allegro delivers position visibility, risk management, comprehensive controls and regulatory compliance through a forward compatible, next-generation architecture. "
target parent: MSCI Inc.
target: Financial Engineering Associates
Financial Engineering Associates (FEA) is a leading provider of risk analytics software for traders, risk managers, and quantitative analysts in commodity industries. FEA provides customers with global commodity trading and quantitative analytics that lead to better portfolio pricing and valuation.
price ($mm)
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announced 6/28/2016 via Market Wire

JLL, will purchase Global Occupiers from MSCI Inc.

synopsis: JLL announced it has signed a definitive agreement to acquire MSCI's global corporate occupiers benchmarking (Global Occupiers) business. MSCI's Global Occupiers business has built a substantial international client roster collectively encompassing more than 25,000 properties in 48 countries around the world.
buyer: JLL (JLL:$8,900.10)
JLL is a professional services and investment management firm offering specialized real estate services to clients seeking increased value by owning, occupying and investing in real estate. "
seller: MSCI Inc. (MSCI:$1,476.56)
MSCI is an independent provider of research-driven insights and tools for institutional investors. Its Global Occupiers business has built a substantial international client roster collectively encompassing more than 25,000 properties in 48 countries around the world.
price ($mm)
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announced 9/15/2015 via BusinessWire

MSCI Inc., will acquire Insignis, Inc.

synopsis: MSCI Inc., a leading provider of research-based indexes and analytics, announced that it has entered into a definitive agreement to acquire all of the assets of Insignis, Inc. The company is a leading data collection and aggregation service for the financial industry.
buyer: MSCI Inc. (MSCI:$1,476.56)
MSCI’s research-based indexes and analytics have helped the world’s leading investors build and manage better portfolios. Clients rely on our offerings for deeper insights into the drivers of performance and risk in their portfolios, broad asset class coverage and innovative research. "
target: Insignis, Inc.
Insignis is a data aggregation firm operating in the financial industry. Insignis collects data from financial data bases (or data feeds) which are operated by banks, brokers, and investment managers for use by other financial institutions.
price ($mm)
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closed 8/12/2014 via BusinessWire

MSCI Inc., acquired GMI Ratings

synopsis: MSCI Inc., a leading provider of investment decision support tools worldwide, announced that it has completed the acquisition of GMI Ratings, a provider of corporate governance research and ratings on over 6,000 companies worldwide.
buyer: MSCI Inc. (MSCI:$1,476.56)
MSCI is a leading provider of investment decision support tools to around 6,200 clients worldwide, ranging from large pension plans to boutique hedge funds. They offer a range of products and services - including indices, portfolio risk and performance analytics, and governance tools. "
target: GMI Ratings
GMI Ratings is an independent provider of research and ratings on environmental, social, governance and accounting-related risks affecting the performance of public companies. They help investors assess the sustainable investment value of corporations.
price ($mm)
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closed 4/30/2014 via BusinessWire

Vestar Capital Partners, acquired Institutional Shareholder Services

synopsis: Institutional Shareholder Services Inc. ("ISS"), a leading provider of corporate governance solutions to the global financial community, has been acquired by Vestar Capital Partners. ISS provides proxy research, voting services and corporate governance advisory services to financial institutions and corporations worldwide.
buyer: Vestar Capital Partners
Vestar Capital Partners is a leading U.S. middle market private equity firm specializing in management buyouts and growth capital investments. Vestar invests and collaborates with incumbent management teams and private owners to build long-term enterprise value. "
target parent: MSCI Inc.
target: Institutional Shareholder Services
Institutional Shareholder Services ("ISS") is the world's leading provider of corporate governance and proxy voting solutions. ISS provides proxy research, voting services and corporate governance advisory services to financial institutions and corporations worldwide.
price ($mm)
$367
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/30/2013 via BusinessWire

MSCI Inc., acquired InvestorForce

synopsis: MSCI Inc. announced that it has completed its acquisition of Investor Force Holdings, Inc. InvestorForce is a leading provider of performance reporting solutions to the institutional investment community in the US, providing investment consultants with an integrated solution for daily monitoring, analysis and reporting on institutional assets.
buyer: MSCI Inc. (MSCI:$1,476.56)
MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools. "
target parent: ICG Group, Inc.
target: InvestorForce
Investor Force, Inc. is a financial software company that has been a pioneer in the development of advanced solutions for institutional investment consultants. Their technology leverages automated data collection to provide clients with real time insight, transparency and deep analysis.
price ($mm)
$24
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/30/2012 via BusinessWire

MSCI Inc., acquired IPD Group Limited

synopsis: MSCI Inc., a leading provider of investment decision support tools worldwide, announced that its subsidiary, MSCI Limited, has completed its acquisition of IPD Group Limited. IPD is a global real estate information business operating in 32 countries.
buyer: MSCI Inc. (MSCI:$1,476.56)
MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools. "
target: IPD Group Limited
IPD Group Limited is a global real estate information business operating in 32 countries. With more than 320 employees it provides institutional investors, fund managers, occupiers, lenders, advisors and researchers with objective benchmarks and market indices.
price ($mm)
$125
rev ($mm)
$48
EBITDA ($mm)
EV / rev
2.6x
EV / EBITDA
closed 7/15/2010 via BNC Analysis

MSCI Inc., acquired Measurisk

synopsis: MSCI Inc., a leading provider of investment decision support tools worldwide, announced that it has entered into a definitive agreement to acquire Measurisk, an affiliate of J.P. Morgan Worldwide Securities Services and a leading provider of independent risk-transparency and risk-measurement solutions for hedge fund investors.
buyer: MSCI Inc. (MSCI:$1,476.56)
MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools. "
target parent: J.P. Morgan Worldwide Securities Services
target: Measurisk
Measurisk is the leading provider of independent risk-transparency and risk-measurement solutions for institutional investors and asset managers. The information they provide helps assess, control and communicate risk for global, multi-asset class portfolios.
price ($mm)
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closed 6/1/2010 via BusinessWire

RiskMetrics Group, Inc. merged with MSCI Inc.,

synopsis: MSCI Inc., announced that it has completed its acquisition of RiskMetrics Group, Inc., a leading provider of risk management and corporate governance products and services to the global financial community.
buyer: MSCI Inc. (MSCI:$1,476.56)
MSCI Inc. is a leading provider of investment decision support tools to investment institutions worldwide. MSCI Inc. products include indices and portfolio risk and performance analytics for use in managing equity, fixed income and multi-asset class portfolios. "
target: RiskMetrics Group, Inc.
RiskMetrics provides expertise to the financial community through a broad range of research, analytics, data and other products and services. Formerly a division of JP Morgan, RiskMetrics Group became an independent company in 1998.
price ($mm)[EV]
$1,380 [$1,456]
rev ($mm)
$303
EBITDA ($mm)
$102
EV / rev
5.3x
EV / EBITDA
15.9x
closed 6/3/2004 via PR Newswire

Morgan Stanley Capital International Inc., acquired BARRA, Inc.

synopsis: Morgan Stanley Capital International Inc. and Barra, Inc. announced that the acquisition of Barra, Inc. by Morgan Stanley MWD, the majority stockholder of MSCI, was completed. Barra's operations will be combined with MSCI to form MSCI Barra.
buyer: Morgan Stanley Capital International Inc.
Morgan Stanley Capital International Inc. is a leading provider of equity, fixed income and hedge fund indices and related products and services. Close to 2,000 organizations worldwide currently use MSCI indices. MSCI estimates that over USD 3 trillion is benchmarked to its indices on a worldwide b "
target: BARRA, Inc. (MSCI:$1,476.56)
Barra is a global leader in delivering risk management systems and services to managers of portfolio and firm-wide investment risk. Since its inception in 1975, Barra's single vision -- to empower its clients to make strategic investment decisions -- has made Barra the industry standard in investmen
price ($mm)
$568
rev ($mm)
$150
EBITDA ($mm)
$51
EV / rev
3.8x
EV / EBITDA
11.2x
closed 1/23/2019 via PR Newswire

Seeking Alpha, acquired CressCap

synopsis: Seeking Alpha, the world's largest platform for equity analysis, announced the acquisition of CressCap, a next generation analytics platform for investment professionals. CressCap is a pioneer in the fusion of statistical computing systems and autonomous research analytics.
buyer: Seeking Alpha
Seeking Alpha is the leading provider of stock market opinion and analysis from blogs, money managers and investment newsletters, and a provider of its own high-value, complementary financial content. "
target: CressCap
CressCap Investment Research has developed the next generation analytics platform for investment professionals. They are a pioneer in the fusion of statistical computing systems and autonomous research analytics.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/31/2017 via Company Press Release

Baird, will acquire Strategas Research Partners

synopsis: Baird signed a definitive agreement to acquire Strategas, an independent private partnership focused on macro research. Based in New York, Strategas provides comprehensive macro sector insights including research in the areas of Investment Strategy, Economics, Government Policy, Quantitative, Technical Analysis, Fixed Income and Industry Surveys.
buyer: Baird
Baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the US, Europe and Asia. Established in 1919, Baird has more than 3,400 associates serving the needs of individual, corporate, institutional and municipal clients. "
target: Strategas Research Partners
Strategas is a global institutional brokerage and advisory firm that provides macro research, capital market and corporate advisory services, and financial products to institutional investors and corporate executives in more than twenty countries around the world.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/3/2016 via PR Newswire

Center for Financial Research and Analysis, purchased Equity Research Business from S&P Global Market Intelligence

synopsis: S&P Global announced that it has successfully completed its sale of S&P Global Market Intelligence's Equity and Fund Research (Equity Research) business to CFRA, a leading independent provider of forensic accounting research, analytics and advisory services.
buyer: Center for Financial Research and Analysis
CFRA (Center for Financial Research and Analysis) is the world’s largest provider of institutional-grade independent equity research. Through fundamental equity and fund research, CFRA empowers investment professionals, advisors and risk managers with actionable ideas and proven results. "
seller parent: S&P Global
seller: S&P Global Market Intelligence
S&P Global Market Intelligence's Equity Resarch provides access to financial analysis for wealth advisors and institutional investors. S&P Global Market Intelligence collects and analyzes vast volumes of content, turning into actionable intelligence on the global financial markets and industries.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/12/2016 via PR Newswire

Hedgeye Risk Management, acquired Potomac Research Group

synopsis: Hedgeye Risk Management announced that it has acquired Potomac Research Group (PRG), a Washington, D.C.-based, independent research firm which provides predictive and actionable Washington policy analysis to institutional investors.
buyer: Hedgeye Risk Management
Hedgeye Risk Management is an independent investment research and media firm. Focused exclusively on generating and delivering actionable investment ideas in a proven buy-side process, the firm combines quantitative, bottom-up and macro analysis with an emphasis on timing. "
target: Potomac Research Group
Potomac Research Group ("PRG") is an independent research firm formed to provide Washington policy and market technical analysis to institutional investors. PRG’s analysis of federal legislative activities and regulatory policies helps investors determine Washington’s impact on industry sectors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/9/2015 via BNC Analysis

Lyceum Capital, acquired Style Research

synopsis: Robert Schwob, a popular figure in the asset management world, has sold majority control of Style Research, his asset management data provider, to mid-market private equity firm Lyceum Capital. Style Research is the leading independent provider of global investment research and portfolio analysis applications.
buyer: Lyceum Capital
Lyceum Capital partners with entrepreneurial management teams and unlocks growth potential by providing capital, operations and development support and help with targeted acquisitions. Lyceum typically invests between £5m and £50m of equity in fast-growing, UK-headquartered, mid-sized businesses. "
target: Style Research
Style Research is the leading independent provider of global investment research and portfolio analysis applications. The services are delivered on a SaaS-based platform that supports a range of devices.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/10/2013 via Market Wire

Investment Metrics, LLC, acquired InterSec Research

synopsis: Investment Metrics, LLC a leading provider of investment performance analytics and reporting solutions for institutional investors and advisors, announced that it has acquired InterSec Research, the industry's leading provider of business intelligence services to institutional asset management firms.
buyer: Investment Metrics, LLC
Investment Metrics, LLC is an independent firm focused solely on creating solutions for investment professionals that streamline the process of performance measurement, investment analytics, manager research and reporting. "
target: InterSec Research
InterSec Research is the industry's leading provider of business intelligence services to institutional asset management firms. InterSec Research transforms independent market insight into business intelligence for institutional asset managers, asset owners, investment consultants and advisors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/3/2009 via BusinessWire

RiskMetrics Group, Inc., acquired KLD Research & Analytics, Inc.

synopsis: RiskMetrics Group a leading provider of risk management and corporate governance services to the global financial community, announced that it has acquired KLD Research & Analytics, Inc. Headquartered in Boston, KLD is a leader in environmental, social and governance (ESG) research and indexes for institutional investors.
buyer: RiskMetrics Group, Inc.
RiskMetrics provides expertise to the financial community through a broad range of research, analytics, data and other products and services. Formerly a division of JP Morgan, RiskMetrics Group became an independent company in 1998. "
target: KLD Research & Analytics, Inc.
KLD Research & Analytics, Inc. is the leading authority on social research and indexes for institutional investors. Since 1988, institutional investors, managers, trustees, consultants and advisors have depended on the quality and expertise of KLD.
price ($mm)
$9.88
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/19/2009 via BusinessWire

RiskMetrics Group, Inc., will acquire Innovest Strategic Value Advisors

synopsis: RiskMetrics Group, Inc., a leading provider of risk and corporate governance services to participants in the global financial markets, announced that it has agreed to acquire Innovest Strategic Value Advisors. Headquartered in New York, Innovest is a leading provider of sustainability research for the institutional investment community.
buyer: RiskMetrics Group, Inc.
RiskMetrics provides expertise to the financial community through a broad range of research, analytics, data and other products and services. Formerly a division of JP Morgan, RiskMetrics Group became an independent company in 1998. "
target: Innovest Strategic Value Advisors
Innovest Strategic Value Advisors, Inc. integrates and finances by identifying non-traditional sources of risk and value potential for investors. It offers company profiles, sector reports, I-ratings, carbon value at risk portfolio audits, carbon finance practices, and asset management sub-advisory.
price ($mm)
$15
rev ($mm)
$7
EBITDA ($mm)
EV / rev
2.1x
EV / EBITDA
closed 10/23/2017 via GlobeNewswire

Nasdaq, Inc., acquired eVestment Alliance, LLC

synopsis: Nasdaq, a leading global provider of trading, clearing, exchange technology, listing, information and public company services, has completed the acquisition of eVestment, an industry leading content and analytics provider used by asset managers, investment consultants and asset owners to help facilitate institutional investment decisions.
buyer: Nasdaq, Inc. (NasdaqGS:NDAQ:$5,926.00)
Nasdaq is a leading global provider of trading, clearing, exchange technology, listing, information and public company services. Through its diverse portfolio of solutions, Nasdaq enables customers to plan, optimize and execute their business vision with confidence. "
target: eVestment Alliance, LLC
eVestment provides a flexible suite of easy-to-use, cloud-based solutions to help the institutional investing community identify and capitalize on global investment trends, better select and monitor investment managers and more successfully enable asset managers to market their funds worldwide.
price ($mm)
$705
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/19/2011 via PR Newswire

eVestment Alliance, LLC, acquired Hedgefund.Net Inc.

synopsis: eVestment Alliance, a global provider of institutional investment data intelligence and analytic solutions, announced the acquisition of Channel Capital Group, owners of HedgeFund.net, a leading source for hedge fund data, research and news.
buyer: eVestment Alliance, LLC
eVestment is a global provider of institutional investment data intelligence and analytic solutions. eVestment delivers extensive separate account, hedge fund and commingled fund data through robust, user-friendly products, with an unparalleled commitment to client service. "
target: Hedgefund.Net Inc.
HedgeFund.net is a leading source for hedge fund data on the Web. Investors who meet accreditation standards are eligible for access to the site's database of information on more than 7,100 hedge funds, funds-of-funds and commodity products.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/3/2021 via BNC Analysis

InsiderScore merged with MackeyRMS,

synopsis: MackeyRMS, a provider of SaaS-based research management software, and InsiderScore, a provider of actionable data and analytics on publicly traded US companies, have announced a strategic merger to create a 'best-of-breed' investment and research management data, analytics, and software platform.
buyer: MackeyRMS
MackeyRMS is a provider of SaaS-delivered research management software engineered to optimize the way analysts and portfolio managers generate, share, debate and act on investment research conducted for actively managed portfolios. "
target: InsiderScore
InsiderScore is an insider and institutional trading data and monitoring service. Utilizing proprietary algorithms, InsiderScore scores and filters every insider trading disclosure in real-time, providing investors with the most actionable information available.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/1/2019 via BusinessWire

Morgan Group Holding Co., acquired G.research, LLC

synopsis: Morgan Group Holding Co. announced the completion of its acquisition of G.research, LLC, a wholly owned subsidiary of Associated Capital Group. G.Research is an institutional research and brokerage firm. They publish on approximately 250 companies globally with an emphasis on small & mid-cap ideas.
buyer: Morgan Group Holding Co. (OTCPK:MGHL:$0.00)
Morgan Group Holding Company is a publicly traded fully reporting holding company with no operating businesses. They are actively pursuing business opportunities primarily in, but not limited to, the US manufacturing sector with EBITDA of $5-$20 million. "
target parent: Associated Capital Group
target: G.research, LLC
G.Research is an institutional research and brokerage firm. They publish on approximately 250 companies globally with an emphasis on small & mid-cap ideas.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/13/2019 via BusinessWire

Liquidnet, Inc., acquired RSRCHXchange

synopsis: Liquidnet announced that it has acquired RSRCHXchange, a leading marketplace and aggregator for institutional research. RSRCHXchange’s research marketplace and distribution network digitizes massive amounts of content and provides a centralized, cloud-based hub that allows providers to deliver research, and asset managers to efficiently source it.
buyer: Liquidnet, Inc.
Liquidnet is a technology-driven, global institutional investment network. Liquidnet's network spans 46 markets across six continents and connects institutional brokers, investment banks, exchanges, alternative trading venues, and data and research providers. "
target: RSRCHXchange
RSRCHXchange is the award-winning marketplace and aggregator for institutional research. The RSRCHX platform enables asset management firms to read, purchase and monitor research and analyst interactions from banks, brokers & boutique providers in a more efficient and transparent way.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/15/2014 via PR Newswire

Trading Central SA, will acquire Recognia

synopsis: Trading Central, a global leader in technical analysis research, announced it has entered into a definitive agreement to acquire Recognia Inc., a global leader in automated quantitative analysis and engagement solutions. The transaction enables Recognia and Trading Central to create a global leader in technical and quantitative analysis solutions.
buyer: Trading Central SA
Trading Central is a leading investment research provider to financial market professionals. Their technical strategies cover equity, index, fixed-income, forex and commodities markets. "
target: Recognia
Recognia is a global leader in automated quantitative analysis and engagement solutions for retail online brokers and institutions and their 20+ million investors and traders. Recognia’s product suite increases user engagement by offering dynamic and action-oriented trading ideas.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/24/2021 via BNC Analysis

Acuity Trading, acquired Signal Centre

synopsis: Acuity Analytics, the parent company of financial technology firm Acuity Trading, announced that it has completed its first acquisition with the purchase of research firm Signal Centre, formerly PIA First. Signal Centre was founded in 2007 as an independent research firm to serve professional clients’ central need for trading signals.
buyer: Acuity Trading
Acuity Trading is a sentiment-based technology company focused on bringing Big Data solutions to the retail and institutional investment communities, including online brokers and platform providers, and corporate clients with bespoke data and analytics needs. "
target: Signal Centre
Signal Centre was founded in 2007 as an independent research firm to serve professional clients’ central need for trading signals. The focus was providing solid technical based trade ideas to Fund managers, hedge funds and central banks.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 3/3/2011 via Reuters

Mizuho Corporate Bank, Ltd., will acquire Eurekahedge Pte Ltd.

synopsis: Mizuho Financial Group has agreed to buy hedge fund research firm Eurekahedge, the latest move by Japan's second-largest bank to bolster its asset management business. Eurekahedge is a data provider and research company widely known in the asset management industy.
buyer parent: Mizuho Financial Group, Inc.
buyer: Mizuho Corporate Bank, Ltd.
Mizuho Corporate Bank, Ltd. provides optimal solutions to meet the increasingly diverse and sophisticated needs of customers in the areas of both finance and business strategies. "
target: Eurekahedge Pte Ltd.
Eurekahedge is the world's largest alternative investment funds research house, specialising in hedge fund databases. Maintaining a hedge fund list of 23796 funds, Eurekahedge delivers market-leading hedge fund analysis along with the most accurate hedge fund information on the market.
price ($mm)
$25*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/4/2011 via Market Wire

Sabrient Systems, LLC, purchased Qualitative Research Unit from Gradient Analytics

synopsis: Sabrient Systems announces the acquisition of selected assets of Gradient Analytics, including the use of the brand "Gradient Analytics." The business unit acquired by Sabrient will deliver analyst-driven research and services via Earnings Quality Analytics, Equity Incentive Analytics, Gradient International and Gradient Consulting.
buyer: Sabrient Systems, LLC
Sabrient Systems, LLC is an independent equity research firm that specializes in custom strategies using quantitative modeling to rank stocks for Alpha generation, risk measurement and creation of unique indexes tracked by exchange-traded funds (ETFs). "
seller: Gradient Analytics
Gradient Analytics, Inc. is an independent research firm providing analyst-written research work on Global Equities (Earnings Quality Analytics, Equity Incentive Analytics and Gradient International) and Consulting services for institutional clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/4/2018 via GlobeNewswire

Nasdaq, Inc., acquired Quandl

synopsis: Nasdaq announced it has acquired Quandl, Inc., a leading provider of alternative and core financial data. Quandl provides alternative data and core financial data from over 350 sources to more than 30,000 active monthly users.
buyer: Nasdaq, Inc. (NasdaqGS:NDAQ:$5,926.00)
Nasdaq is a leading global provider of trading, clearing, exchange technology, listing, information and public company services. Through its diverse portfolio of solutions, Nasdaq enables customers to plan, optimize and execute their business vision with confidence. "
target: Quandl
Quandl is the largest provider of alternative data for financial professionals. The company sources, evaluates and productizes undiscovered data assets, transforming them into quantified, actionable intelligence for select institutional clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/8/2018 via Company Press Release

Bridgepoint, will acquire PEI Media

synopsis: Bridgepoint, an international private equity group, will acquire a majority stake in PEI Media, the global provider of insight, market-data and business conferences for professionals active in alternative asset class investment. PEI also publishes a portfolio of websites and associated magazines to deliver both breaking news and in-depth analysis.
buyer: Bridgepoint
Bridgepoint is an international private equity group focused on acquiring middle market companies in attractive markets with the potential to grow organically or through acquisition. it focuses on acquiring well managed companies in sectors with the potential to grow through acquisition. "
target: PEI Media
PEI has developed a portfolio of globally recognised publications, databases and branded events focused exclusively on alternative asset finance and investment. Its products and services sit at the heart of the fast-growing markets of private equity, real estate, infrastructure and private debt.
price ($mm)
rev ($mm)
$43
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 9/30/2015 via Company Press Release

LDC Limited, acquired PEI Media

synopsis: LDC has backed the management buyout of PEI Media Group Ltd (“PEI”), one of the world’s leading alternative assets information groups. PEI has developed a portfolio of globally recognised publications, databases and branded events focused exclusively on alternative asset finance and investment.
buyer parent: Lloyds Banking Group
buyer: LDC Limited
Established in 1981 LDC (Lloyds Development Capital) is a leading player in the UK private equity mid-market and supports management buy-outs, institutional buy-outs and development capital (replacement, expansion and acquisition) transactions. "
target: PEI Media
PEI has developed a portfolio of globally recognised publications, databases and branded events focused exclusively on alternative asset finance and investment. Its products and services sit at the heart of the fast-growing markets of private equity, real estate, infrastructure and private debt.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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Matching Companies
Ticker: OTCPK:INVU
 
 
 
 
 
 
 
 
Investview, Inc
Investview, Inc
Investview, Inc. is a New Jersey-based diversified financial technology organization. The Company operates primarily through its wholly- and majority-owned subsidiaries, to provide financial products and services to accredited investors, self-directed investors and select financial institutions.
year
2020
rev ($mm)
$25.68
EBITDA ($mm)
($6.49)
EBIT ($mm)
($8.46)
Net Income ($mm)
Employees
22
  • drill down
  • watch
Ticker: ASX:REV
 
 
 
 
 
 
 
 
Real Estate Investar
Real Estate Investar
Real Estate Investar is an Australian provider of products and services for property investors. Real Estate Investar helps people to find, analyse and track investment properties. Their platform provides users with all the tools, data and information they need to invest in property successfully.
year
2019
rev ($mm)
$0.59
EBITDA ($mm)
($0.38)
EBIT ($mm)
($0.63)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: TSE:3491
 
 
 
 
 
 
 
 
GA technologies Co., Ltd
GA technologies Co., Ltd
GA technologies is a Japanese developer of real estate mobile apps and websites. Their Renosy app allows users to search for apartments and condos in Japan. Their Renosy Insight app allows real estate investors to manage their portfolio, simulate purchases and sales, manage contracts and more.
year
2020
rev ($mm)
$438.74
EBITDA ($mm)
$17.91
EBIT ($mm)
$11.95
Net Income ($mm)
$4.45
Employees
347
  • drill down
  • watch
Ticker: ASX:PPS
 
 
 
 
 
 
 
 
Praemium
Praemium
Preaemium is a specialist in the provision of portfolio administration services. Using leading edge technology to deliver cost-effective investment administration services, Præmium provides services to some of Australia’s leading financial institutions.
year
2014
rev ($mm)
$15.31
EBITDA ($mm)
$0.88
EBIT ($mm)
$0.60
Net Income ($mm)
Employees
85
  • drill down
  • watch
Ticker: TSXV:ALY
 
 
 
 
 
 
 
 
AnalytixInsight
AnalytixInsight
AnalytixInsight Inc's Big Data Analytics platform helps transform data into narratives. Their flagship product Capital Cube provides high-quality financial research and content for investors, information providers, finance portals and media.
year
2016
rev ($mm)
$1.66
EBITDA ($mm)
($1.51)
EBIT ($mm)
($1.64)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: MORN
 
 
 
 
 
 
 
 
Morningstar, Inc.
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.
year
2020
rev ($mm)
$1,244.10
EBITDA ($mm)
$251.90
EBIT ($mm)
$184.60
Net Income ($mm)
$142.70
Employees
6896
  • drill down
  • watch
Ticker: SSNC
 
 
 
 
 
 
 
 
SS&C Technologies, Inc.
SS&C Technologies, Inc.
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry.
year
2020
rev ($mm)
$4,669.30
EBITDA ($mm)
$1,685.20
EBIT ($mm)
$947.10
Net Income ($mm)
$456.90
Employees
22800
  • drill down
  • watch
Ticker: BLK
 
 
 
 
 
 
 
 
BlackRock, Inc.
BlackRock, Inc.
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. They help clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares®, and more.
year
2019
rev ($mm)
$13,880.00
EBITDA ($mm)
$5,602.00
EBIT ($mm)
$5,300.00
Net Income ($mm)
$4,199.00
Employees
0
  • drill down
  • watch
Ticker: MKTX
 
 
 
 
 
 
 
 
MarketAxess Holdings, Inc.
MarketAxess Holdings, Inc.
MarketAxess operates a leading, institutional electronic trading platform delivering expanded liquidity opportunities, improved execution quality and significant cost savings across global fixed-income markets.
year
2020
rev ($mm)
$615.14
EBITDA ($mm)
$350.02
EBIT ($mm)
$321.32
Net Income ($mm)
$262.94
Employees
527
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Infront AS
Infront provides electronic trading solutions and real-time market data, news, and analytics covering financial key markets in all asset classes. Infront’s terminal, mobile apps and versatile electronic trading solutions connect professional users to their local and international markets.
year
2021
rev ($mm)
$142.28
EBITDA ($mm)
$20.65
EBIT ($mm)
$10.45
Net Income ($mm)
Employees
483
  • drill down
  • watch
Ticker: INIX.PK
 
 
 
 
 
 
 
 
iFinix Corporation
iFinix Corporation
Ifinix is a leading global provider of financial and business information to professionals and active individual investors. Building on a 20-year legacy of delivering time-sensitive financial information, Ifinix provides streaming, real-time market data, news and analytics.
year
2011
rev ($mm)
$0.54
EBITDA ($mm)
($0.26)
EBIT ($mm)
($0.27)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: XTRA:NIIN
 
 
 
 
 
 
 
 
niiio finance group AG
niiio finance group AG
Germany-based Niiio finance group AG is a provider of cloud banking software with a focus on wealth management. As a "full-service provider", the company digitizes its customers' processes so that they can work efficiently, flexibly and legally.
year
2019
rev ($mm)
$0.29
EBITDA ($mm)
($1.21)
EBIT ($mm)
($1.22)
Net Income ($mm)
Employees
4
  • drill down
  • watch
Ticker: MSCI
 
 
 
 
 
 
 
 
MSCI Inc.
MSCI Inc.
MSCI is an independent provider of research-driven insights and tools for institutional investors. They have deep expertise in the areas of risk and performance measurement that is based on more than 40 years of academic research, real-world experience and collaboration with their clients.
year
2019
rev ($mm)
$1,476.56
EBITDA ($mm)
$767.41
EBIT ($mm)
$709.17
Net Income ($mm)
$579.85
Employees
3266
  • drill down
  • watch
Ticker: MORN
 
 
 
 
 
 
 
 
Morningstar, Inc.
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.
year
2020
rev ($mm)
$1,244.10
EBITDA ($mm)
$251.90
EBIT ($mm)
$184.60
Net Income ($mm)
$142.70
Employees
6896
  • drill down
  • watch
Ticker: 601519.SS
 
 
 
 
 
 
 
 
Shanghai Great Wisdom Co., Ltd.
Shanghai Great Wisdom Co., Ltd.
Great Wisdom provides services in the areas of financial database, real-time quotes transmission, real-time quotes reveal and investment analysis software, financial education system, information dissemination, Web and other areas of financial services platform.
year
2013
rev ($mm)
$92.77
EBITDA ($mm)
($76.41)
EBIT ($mm)
($68.57)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: INIX.PK
 
 
 
 
 
 
 
 
iFinix Corporation
iFinix Corporation
Ifinix is a leading global provider of financial and business information to professionals and active individual investors. Building on a 20-year legacy of delivering time-sensitive financial information, Ifinix provides streaming, real-time market data, news and analytics.
year
2011
rev ($mm)
$0.54
EBITDA ($mm)
($0.26)
EBIT ($mm)
($0.27)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: FDS
 
 
 
 
 
 
 
 
FactSet Research Systems Inc.
FactSet Research Systems Inc.
FactSet is a leading provider of financial information and analytics. More than 62,000 users stay ahead of global market trends, access extensive company and industry intelligence, and monitor performance with FactSet's desktop analytics, mobile applications, and comprehensive data feeds.
year
2020
rev ($mm)
$1,494.11
EBITDA ($mm)
$497.27
EBIT ($mm)
$439.66
Net Income ($mm)
$372.94
Employees
10484
  • drill down
  • watch