Like 360 Group

closed 2/26/2004 via BusinessWire

INVESTools, Inc., acquired 360 Group

synopsis: INVESTools, Inc., (AMEX: IED), the market leader in fulfilling the lifelong education needs of self-directed investors, today announced that it has acquired San Rafael, California-based agency 360 Group for $5.5 million in a combination of stock and cash.
buyer: INVESTools, Inc. (:$170.33)
INVESTools Inc. is a global leader in investor education. The Company offers a full range of investor education products and services that provide lifelong learning in a variety of delivery formats. "
target: 360 Group
For more than thirty years, we've been helping companies and organizations become smarter about the customer information and data available to them.
price ($mm)
$5.50
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/3/2006 via

FTI Consulting, Inc., acquired Financial Dynamics International

synopsis: FTI Consulting, Inc. a premier provider of problem-solving consulting and technology services to major corporations, financial institutions and law firms, has entered into an agreement to acquire privately-held FD International (Holdings) Limited , a global strategic business and financial communications consulting firm, for approximately $260.
buyer: FTI Consulting, Inc. (FCN:$2,406.04)
FTI Consulting, Inc. is a global business advisory firm dedicated to helping organizations protect and enhance enterprise value in an increasingly complex legal, regulatory and economic environment. "
target: Financial Dynamics International
Financial Dynamics International is one of the world's largest strategic business and financial communications consultancies, providing a comprehensive range of solutions for the communications requirements of today's corporate boardroom.
price ($mm)
$260
rev ($mm)
$120
EBITDA ($mm)
EV / rev
2.2x
EV / EBITDA
closed 3/31/2021 via Yahoo, Inc.

Requiti Capital Ltd., acquired Pinmo

synopsis: Requiti, a Canadian firm that specializes in helping Canadian businesses navigate the complex world of Canadian business tax incentives, has acquired fintech company Pinmo. Pinmo, based in Canada, offers tax credit solutions to its clients. Pinmo began initially as a tech startup specializing in social media monetization.
buyer: Requiti Capital Ltd.
Founded in 2014, Requiti Capital seeks to fix the knowledge gap for small to medium businesses by using solutions usually reserved for larger private corporations. They also specialize in technical strategic planning and capital investments that can help businesses remain competitive. "
target: Pinmo
Pinmo, based in Canada, offers tax credit solutions to its clients. Pinmo helps clients get more money back from the government and helps them regain time to run their business. Pinmo began initially as a tech startup specializing in social media monetization and advertising technologies.
price ($mm)
$10
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/12/2017 via PR Newswire

Olympus Partners, acquired Vaco

synopsis: Olympus Partners has acquired Vaco, a leading executive search, consulting, and placement firm that delivers people driven solutions from the C-suite to customer service operations. Vaco matches the strongest accounting, finance, technology, healthcare IT and administrative professionals with its clients.
buyer: Olympus Partners
Olympus Partners is a private equity firm focused on providing equity capital for middle market management buyouts and for companies needing capital for expansion. Olympus is a long-term investor across a range of industries, including business services, restaurants, consumer products and packaging."
target parent: Quad-C Management, Inc.
target: Vaco
Vaco is a leading executive search, consulting, and placement firm that delivers people driven solutions from the C-suite to customer service operations. Vaco matches the strongest accounting, finance, technology, healthcare IT and administrative professionals with its clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/8/2014 via BusinessWire

Quad-C Management, Inc., acquired Vaco

synopsis: Quad-C took a majority interest in best-in-class consulting and placement firm Vaco. Founded in 2002 and based in Nashville, Vaco provides IT, Accounting and Finance professionals on a project, consulting or permanent basis.
buyer: Quad-C Management, Inc.
Founded in 1989 and headquartered in Charlottesville, Virginia, Quad-C is a middle market private equity firm focused on investing in well-established business services, healthcare, transportation/logistics, consumer, general industrial, and specialty distribution companies. "
target: Vaco
Founded in 2002 and based in Nashville, Vaco provides IT, Accounting and Finance professionals on a project, consulting or permanent basis. . They have cutting-edge technology driven tools, a national reach and a collective network of professionals that lead to ones unique solution.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/21/2020 via GlobeNewswire

USI Holdings Corporation, will acquire Findley, Inc.

synopsis: USI Insurance Services is to acquire Findley, an independent human resources and employee benefits consulting firm that provides services related to retirement plans, ESOPs, health and group benefits, change management, compensation and rewards, talent acquisition, compliance and mergers and acquisitions.
buyer parent: Kohlberg Kravis Roberts & Co.
buyer: USI Holdings Corporation
USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. "
target: Findley, Inc.
Findley is an independent human resources and employee benefits consulting firm that provides services related to retirement plans, ESOPs, health and group benefits, change management, compensation and rewards, talent acquisition, compliance and mergers and acquisitions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/22/2008 via PR Newswire

Affiliated Computer Services, Inc., acquired Bowers & Associates, Inc.

synopsis: Affiliated Computer Services, Inc. has acquired Bowers & Associates, Inc., a Wisconsin-based provider of quality care and productivity management services and healthcare data analytics, for $8 million, plus contingent payments based on future financial performance.
buyer: Affiliated Computer Services, Inc.
Affiliated Computer Services, Inc., a global FORTUNE 500 company with 74,000 people supporting client operations reaching 100 countries, provides business process outsourcing and information technology solutions to world-class commercial and government clients. "
target: Bowers & Associates, Inc.
Bowers & Associates, Inc. helps employers and employees navigate, coordinate, and negotiate the complicated and ever-changing health care environment. In the process, Bowers has helped hundreds of organizations achieve significant improvements in cost, efficiency and overall employee health.
price ($mm)
$8.00
rev ($mm)
$5
EBITDA ($mm)
EV / rev
1.6x
EV / EBITDA
closed 1/23/2019 via BusinessWire

ClearCourse Partnership LLP, acquired Clear Direct Debit

synopsis: ClearCourse Partnership LLP, a partnership with a mission to acquire innovative technology companies providing membership software and services to groups, organisations and businesses, announced its acquisition of Clear Direct Debit, a market-leading provider of Direct Debit services focused on the membership and association markets.
buyer parent: Aquiline Capital Partners
buyer: ClearCourse Partnership LLP
ClearCourse Partnership LLP is a new partnership of innovative technology companies providing membership software and services to groups, organisations and businesses. ClearCourse is backed by Aquiline Capital Partners. "
target: Clear Direct Debit
Based in UK, Clear Direct Debit is a specialist in providing Direct Debit solutions and advisory services. Founded to provide a trusted insight into Bacs and the world of Direct Debits, Clear Direct Debit is a Bacs Accredited Training provider, an Bacs Consultancy and a Bacs Approved Bureau.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/21/2019 via BNC Analysis

Capital One Financial Corp., will acquire BlueTarp

synopsis: BlueTarp, a company that delivers customized business-to-business credit management programs to merchants and small- to medium-sized companies, will be acquired by Capital One Financial Corporation, a financial holding company whose subsidiaries have $255.1B in deposits and $373.2B in total assets.
buyer: Capital One Financial Corp. (NYSE:COF:$15,321.00)
Capital One Financial Corporation is a financial holding company whose subsidiaries have $255.1B in deposits and $373.2B in total assets. Capital One offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients through a variety of channels. "
target: BlueTarp
BlueTarp Financial delivers customized, branded B2B trade credit programs for enterprise, small and medium sized merchants across the United States. They provide merchants with improved cash flow, protection from credit risk, tools to grow sales, and a proprietary tech platform.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 4/24/2019 via BNC Analysis

Conneqt Business Solutions, will acquire Allsec Technologies Limited

synopsis: Conneqt Business Solutions, a premier customer experience management company in India, will acquire a 61.35% stake in Allsec Technologies, a global company that provides Business Solutions across various industry verticals. Allsec offers solutions for anti-money laundering, business process management, and HR outsourcing and payroll.
buyer parent: Thomascook.in
buyer: Conneqt Business Solutions
Conneqt Business Solutions is a premier customer experience management company in India. Conneqt helps their clients leverage multiple ways of connecting with their customers using an omnichannel approach. Conneqt provides Customer Lifecycle Management services and Business Process Services. "
target: Allsec Technologies Limited
Allsec Technologies is a global company with vast expertise in providing Business Solutions across various industry verticals. Allsec offers solutions and services for anti-money laundering, business process management, and HR outsourcing and payroll.
price ($mm)[EV]
$24 [$3]*
rev ($mm)
$36
EBITDA ($mm)
$5
EV / rev
1.3x
EV / EBITDA
10.0x
closed 12/18/2019 via BusinessWire

Deluxe Corporation, purchased Remittance Solutions from Fiserv, Inc.

synopsis: Deluxe, a Trusted Business Technology™ company, announced it has acquired the Remittance Solutions assets of Fiserv, a global leader in financial services technology solutions. Fiserv’s remittance solutions business offers receivables management, remittance processing and lockbox services to customers.
buyer: Deluxe Corporation (DLX:$1,790.78)
Deluxe Corp. is a growth engine for small businesses and financial institutions. Millions of business customers access Deluxe’s products and services, including customized checks, as well as website development and hosting, email marketing, social media, search engine optimization and logo design. "
seller: Fiserv, Inc. (FISV:$14,852.00)
The acquisition includes the remittance solutions business of Fiserv. Fiserv’s remittance solutions business offers receivables management, remittance processing and lockbox services to customers. Fiserv is a global leader in financial services technology solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/19/2018 via PR Newswire

Talus Pay, acquired Prolific Business Solutions, LLC

synopsis: Talus, a leading fintech payment solution provider to 25,000+ small and medium sized business clients across the U.S., announced the completion of its acquisition of Scottsdale-based Prolific Business Solutions, one of the nation's largest business service providers.
buyer parent: Alvarez & Marsal
buyer: Talus Pay
Talus is a technology-driven company. While Talus stays ahead of the technology curve by providing products and services that help merchants run their business more profitably, it's the support their clients receive that separates Talus from the average payment processor. "
target: Prolific Business Solutions, LLC
Prolific Business Solutions is one of the nation's largest business service providers. From POS software, loyalty & rewards software, merchant services, digital marketing, e-commerce solutions and other business services, they provide the tools their clients need to succeed and stay ahead.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/4/2014 via Company Press Release

Cash Cycle Solutions merged with Business Ink, Co.,

synopsis: Business Ink, Company proudly announces its acquisition of Cash Cycle Solutions (CCS) from Frontier Capital, and is merging the capabilities and services of both organizations, enabling more client focused, full-service business communications, multi-channel, and data-driven marketing solutions.
buyer: Business Ink, Co.
Business Ink uses innovative technology to produce sensitive and time-critical business communications which are distributed both digitally and through the postal system. Business Ink serves state and local government, healthcare, professional business services, agencies, and financial services. "
target parent: Frontier Capital
target: Cash Cycle Solutions
Cash Cycle Solutions is a leading provider of innovative outsourcing solutions and document management services. They provide a broad base of transactional communication solutions distributed through multiple channels of delivery: USPS, web/mobile, email & FedEx.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/10/2013 via PR Newswire

Best Practice Systems merged with Billtrust,

synopsis: Billtrust, the leader in outsourced billing services in North America, announced a strategic merger with Best Practice Systems, a provider of end-to-end billing solutions. Together, the two companies offer a comprehensive mix of billing services that span over two dozen industries across North America.
buyer parent: Edison Ventures
buyer: Billtrust
Headquartered in Hamilton, NJ, Billtrust is a premier provider of outsourced, customer-centric billing solutions. The company's flagship product and service suite, called CompleteBilling, consists of paper, fax, e-mail and online billing (EBPP, EIPP). "
target: Best Practice Systems
Best Practice Systems helps clients improve their billing process and save money. The company has developed print and electronic processes and tools that allow billing clients to experience a feature rich environment and gain more control of their billing and collection cycle.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/13/2007 via BusinessWire

Guggenheim Partners, LLC, acquired iQor

synopsis: The Board of iQor, Inc. (formerly IRMC) today announced the sale of the assets of the company to an entity controlled by Guggenheim Investment Management, LLC and the existing management team of iQor.
buyer: Guggenheim Partners, LLC
Guggenheim Partners, LLC is a global, independent, privately held, diversified financial services firm with more than $100 billion in assets under supervision. We provide investment management services and products, investment advisory services, and investment banking and capital markets services. "
target: iQor
iQor provides call center services to some of the best-known companies in the world from 19 Centers of Excellence in five countries. iQor’s 7,000 employees work with state-of-the-art technology that affords maximum flexibility to iQor customers to tap the best skills of a global workforce.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/3/2006 via BusinessWire

Investment Technology Group, Inc., acquired Plexus Group, Inc.

synopsis: Investment Technology Group, Inc., a leading provider of technology-based equity trading services and transaction research, today announced the completion of the acquisitions of Macgregor, a trade order management technology provider and the Plexus Group, a transaction cost analysis provider.
buyer: Investment Technology Group, Inc. (ITG:$505.52)
Investment Technology Group, Inc. is a specialized agency brokerage and technology firm that partners with clients globally to provide innovative solutions spanning the entire investment process. "
target parent: J.P. Morgan Chase & Co.
target: Plexus Group, Inc.
Plexus Group, Inc., provides consulting services to help clients improve their trading efficiency. The firm measures and benchmarks trading costs for money managers, pension funds, and brokers.
price ($mm)
$12
rev ($mm)
$11
EBITDA ($mm)
EV / rev
1.1x
EV / EBITDA
closed 11/4/2014 via BNC Analysis

SourceHOV Inc. merged with BancTec, Inc.,

synopsis: SourceHOV, a leading provider of Transaction Processing Solutions and BancTec Group announced the completion of their merger, creating one of the largest Transaction Processing Solutions (“TPS”) service providers worldwide with more than $900 million in revenue. The combined company will continue to use both the SourceHOV and BancTec brand names.
buyer: BancTec, Inc.
BancTec provides transaction processing solutions to many of the world's largest commercial banks governments, insurance companies and other large organizations. Its hosted platforms solutions provide mission critical services for banking, financial services, insurance, healthcare and public sector."
target: SourceHOV Inc. (XELA:$1,152.32)
SourceHOV provides business process outsourcing solutions and specialized high value consulting services to clients throughout the U.S. The company focuses on business processes in information-intensive industries including commercial, financial, government, healthcare, and legal.
price ($mm)
rev ($mm)
$600
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 9/17/2012 via BNC Analysis

Revspring, acquired BestBill

synopsis: RevSpring is pleased to announce the acquisition of BestBill, a Phoenix-based innovative billing and payment technology provider. BestBill has been widely recognized for its innovative billing and payment solutions such as online debt negotiation, interactive voice response, text payment service and more.
buyer parent: Compass Investment Partners
buyer: Revspring
RevSpring's core service offerings include data hygiene and analytics, secure document creation and delivery, multi-channel communications, electronic billing and archival services and online payment tools, all while ensuring compliance with regulatory guidelines. "
target: BestBill
BestBill offers billing and payment solutions and services in the healthcare, utilities, and collections industries.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/12/2006 via

Apollo Management, L.P., acquired Sourcecorp

synopsis: SOURCECORP, Incorporated, a leading national provider of business process outsourcing solutions and specialized high value consulting services to clients throughout the U.S., announced today that it has concluded its strategic review and entered into a definitive agreement for the Company to be acquired by affiliates of Apollo Management, L.P.
buyer: Apollo Management, L.P. (AINV:$98.58)
Apollo is among the most active and successful private investment firms in the United States. Apollo has managed the investment of an aggregate of approximately $13 billion in equity capital in corporate transactions in a wide variety of industries, both domestically and internationally. "
target: Sourcecorp (XELA:$1,152.32)
SOURCECORP, Incorporated provides business process outsourcing solutions and specialized high value consulting services to clients throughout the U.S. SOURCECORP focuses on business processes in information-intensive industries including commercial, financial, government, healthcare, and legal.
price ($mm)[EV]
$406 [$442]
rev ($mm)
$416
EBITDA ($mm)
$59
EV / rev
1.1x
EV / EBITDA
7.6x
announced 7/31/2020 via BNC Analysis

Accel Limited, will acquire Ensure Support Services (India) Ltd

synopsis: Accel Ltd has signed a share purchase agreement with Redington to acquire Ensure Support Services (India), a company that provides after-sales support in the nature of warranty fulfillment services, spare parts management, and break-fix maintenance as paid services, managed print services and e-waste management independently or on behalf of OEMs.
buyer: Accel Limited (BSE:517494:$2.10)
Accel Limited is an Indian company that designs and manufactures electronic products for various industries. Accel provides complete Printed circuit board (PCB) assembling manufacturing solutions including sourcing of all components, plastic & metal housing, print & packaging material. "
target parent: Redington
target: Ensure Support Services (India) Ltd
Ensure Support Services is in the business of providing after-sales support in the nature of warranty fulfillment services, spare parts management, infrastructure management, and break-fix maintenance as paid services, managed print services and e-waste management independently or on behalf of OEMs.
price ($mm)
$4.12
rev ($mm)
$14
EBITDA ($mm)
EV / rev
0.3x
EV / EBITDA
closed 2/26/2004 via BusinessWire

INVESTools, Inc., acquired 360 Group

synopsis: INVESTools, Inc., (AMEX: IED), the market leader in fulfilling the lifelong education needs of self-directed investors, today announced that it has acquired San Rafael, California-based agency 360 Group for $5.5 million in a combination of stock and cash.
buyer: INVESTools, Inc. (:$170.33)
INVESTools Inc. is a global leader in investor education. The Company offers a full range of investor education products and services that provide lifelong learning in a variety of delivery formats. "
target: 360 Group
For more than thirty years, we've been helping companies and organizations become smarter about the customer information and data available to them.
price ($mm)
$5.50
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/7/2008 via PR Newswire

INVESTools, Inc., acquired MyTrade.com

synopsis: Investools Inc acquired mytrade.com, an online social-networking content platform for investors at all experience levels. mytrade aggregates news and market data searchable by ticker, insight from over 200 top financial blogs, charts, watch lists, streaming audio and video market commentary and investor education content.
buyer parent: thinkorswim Group, Inc.
buyer: INVESTools, Inc. (:$170.33)
INVESTools Inc. is a global leader in investor education. The Company offers a full range of investor education products and services that provide lifelong learning in a variety of delivery formats. "
target: MyTrade.com
mytrade aggregates news and market data searchable by ticker, with insight from over 200 top financial blogs, charts, watch lists, streaming audio and video market commentary and investor education content in a user-customized interface.
price ($mm)
$3.54
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/15/2007 via

INVESTools, Inc. merged with thinkorswim Group, Inc.,

synopsis: INVESTools Inc., the market leader in fulfilling the lifelong education needs of self-directed investors, and thinkorswim Group Inc., a leading online brokerage platform serving the execution needs of self-directed investors, have signed a definitive agreement to merge the two companies in a transaction valued at approximately $340 million.
buyer: thinkorswim Group, Inc. (:$371.80)
thinkorswim is a leading online brokerage company specializing in options that also offers customers a broad range of products including equities, futures, mutual funds, and bonds. "
target: INVESTools, Inc. (:$170.33)
INVESTools Inc. is a global leader in investor education. The Company offers a full range of investor education products and services that provide lifelong learning in a variety of delivery formats.
price ($mm)
$340
rev ($mm)
$45
EBITDA ($mm)
EV / rev
7.5x
EV / EBITDA
closed 12/20/2005 via PR Newswire

thinkorswim Group, Inc., acquired Arrowhead Solutions, Inc.

synopsis: thinkorswim, an industry-leading online brokerage and financial technology pioneer, announced the acquisition of Arrowhead Solutions, an institutional equity order management and technology company.
buyer parent: INVESTools, Inc.
buyer: thinkorswim Group, Inc. (:$371.80)
thinkorswim is a leading online brokerage company specializing in options that also offers customers a broad range of products including equities, futures, mutual funds, and bonds. "
target: Arrowhead Solutions, Inc.
Arrowhead was founded by two pioneers in the trade order management field who helped develop one of the leading systems used today. Arrowhead’s professionals offer unsurpassed investment and trading system knowledge.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/27/2005 via BusinessWire

INVESTools, Inc., acquired Prophet Financial Systems, Inc.

synopsis: INVESTools Inc., the market leader in fulfilling the lifelong education needs of self-directed investors, announced the acquisition of Prophet.Net and Prophet Financial Systems, a software development company located in Palo Alto, CA that creates Web-based products enabling active investors to use technical analysis to trade more profitably.
buyer: INVESTools, Inc. (:$170.33)
INVESTools Inc. is a global leader in investor education. The Company offers a full range of investor education products and services that provide lifelong learning in a variety of delivery formats. "
target: Prophet Financial Systems, Inc.
Prophet Financial Systems provides financial content and innovative web-based software applications to help online investors make more profitable trading decisions. The company provides products and services with capabilities that were once available exclusively to professional traders and institut
price ($mm)
$7.90
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/26/2004 via BusinessWire

INVESTools, Inc., acquired 360 Group

synopsis: INVESTools, Inc., (AMEX: IED), the market leader in fulfilling the lifelong education needs of self-directed investors, today announced that it has acquired San Rafael, California-based agency 360 Group for $5.5 million in a combination of stock and cash.
buyer: INVESTools, Inc. (:$170.33)
INVESTools Inc. is a global leader in investor education. The Company offers a full range of investor education products and services that provide lifelong learning in a variety of delivery formats. "
target: 360 Group
For more than thirty years, we've been helping companies and organizations become smarter about the customer information and data available to them.
price ($mm)
$5.50
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/17/2016 via BusinessWire

Ascensus, Inc., acquired Retirement Educators, Inc.

synopsis: Ascensus, the nation’s largest independent retirement and college savings services provider, has announced its acquisition of Retirement Educators, Inc., a retirement plan education firm that provides on-site enrollment support and participant education services.
buyer parent: BB&T Corporation
buyer: Ascensus, Inc.
Ascensus is the largest independent retirement and college savings services provider in the United States, helping nearly 7 million Americans save for the future. "
target: Retirement Educators, Inc.
In 1996, Robert and Thomas Kelley formed Retirement Educators, Inc., typically servicing large providers such as banks, insurance companies, mutual fund firms and brokerage houses, the company has also worked with smaller providers on an occasional or even one-time basis.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/19/2013 via Reuters

Euromoney Institutional Investor PLC, acquired Centre for Investor Education

synopsis: Euromoney Institutional Investor PLC announced that it is extending its global leadership in the business of events for institutional investors and asset managers with the acquisition of a 75% stake in the Centre for Investor Education (CIE).
buyer parent: Daily Mail and General Trust plc
buyer: Euromoney Institutional Investor PLC (LSE:ERM:$430.13)
Euromoney Institutional Investor is the international publishing, events and electronic information group, delivering business information to the finance, law, energy and transport sectors. Its online store offers a full range of magazines, journals, newsletters, text books, and more. "
target: Centre for Investor Education
The Centre for Investor Education designs and delivers strategic investment forums for key decision makers within the Australian superannuation and pension fund industry globally.
price ($mm)
$15*
rev ($mm)
$4
EBITDA ($mm)
EV / rev
4.4x
EV / EBITDA
closed 11/20/2017 via BNC Analysis

MBN Events, acquired UK Investor Show Ltd.

synopsis: MBN Events, via their subsidiary Premier Team Promotions, acquired UK Investor Show Ltd. UK Investor Show is the UK’s top one day event for private investors serious about making money from shares. They regularly showcase the very best speakers in the investment business, including Nigel Wray, Tom Winnifrith, Mark Slater, Paul Scott and more.
buyer: MBN Events
Based in the United Kingdom, MBN Events and their subsidiary Premier Team Promotions organize conferences, events and sporting dinners. MBN is the largest provider of sporting lunches and dinners in the UK. They have direct access to over 500 sporting celebrities, speakers, comedians and hosts. "
target: UK Investor Show Ltd.
UK Investor Show is recognized as the UK’s top one day event for private investors serious about making money from shares. They regularly showcase the very best speakers in the investment business, including Nigel Wray, Tom Winnifrith, Mark Slater, Paul Scott and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/26/2009 via BusinessWire

Money Show, purchased Two Investor Conferences from Diversified Business Communications

synopsis: Money Show, the world’s leading producer of investment tradeshows and cruises, announced that it has concluded an agreement to acquire The Financial Forum and CTAS conferences from Diversified Business Communications.
buyer: Money Show
Money Show, a global network of investment and trading education, is a privately held company headquartered in Sarasota, Florida, USA, which recently changed its name from InterShow. "
seller: Diversified Business Communications
Diversified Business Communications provides information and market access through trade shows, publications and eMedia products. Diversified serves a number of markets, including health and medical, commercial marine, food and ethnic food, seafood and natural products.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/3/2003 via

synopsis: Dow Jones & Company (NYSE: DJ), publisher of the world's most vital business and financial news, announced today it has acquired Technologic Partners, a closely held publications and events firm for the venture capital and technology industries.
buyer: Dow Jones & Company, Inc. (:$1,769.69)
Dow Jones & Company is a leading provider of global business news and information services. Its Consumer Media Group publishes The Wall Street Journal, Barron's, MarketWatch and the Far Eastern Economic Review. "
target:
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/16/2020 via BusinessWire

SRAX, acquired LD Micro

synopsis: SRAX, Inc., a financial technology company that unlocks data and insights for publicly traded companies through Sequire, its SaaS platform, has acquired LD Micro, a leading data and event company serving the small and micro-cap space.
buyer: SRAX (SRAX:$3.60)
SRAX is a financial technology company that unlocks data and insights for publicly traded companies. Through its premier investor intelligence and communications platform, Sequire, companies can track their investors’ behaviors and engage current and potential investors across marketing channels. "
target: LD Micro
LD Micro is a leading data and event company serving the small and micro-cap space. What started out as a newsletter highlighting unique companies has transformed into several virtual and in-person events hosted annually.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/12/2020 via BNC Analysis

Intermediate Capital Group plc, acquired Pageant Media

synopsis: Intermediate Capital Group has acquired UK-based financial news, data, and events company Pageant Media. The company’s business model includes a membership program in which financial professionals pay an annual fee to receive news, information, and data, and attend invitation-only events.
buyer: Intermediate Capital Group plc (LSE:ICP:$576.62)
Intermediate Capital Group is a global alternative asset manager in private debt, credit and equity, with €42.6bn of assets (as at 31 December 2019) in third party funds and proprietary capital, principally in closed end funds. "
target: Pageant Media
Pageant Media is a global independent provider of business intelligence and insight, delivering content and events as well as performance data and investor data to four investment management areas: hedge funds, mutual funds, real estate and private equity.
price ($mm)
$163
rev ($mm)
$42
EBITDA ($mm)
EV / rev
3.9x
EV / EBITDA
closed 1/16/2019 via PR Newswire

OTC Markets Group, acquired Virtual Investor Conferences.com

synopsis: OTC Markets Group, operator of financial markets for 10,000 U.S. and global securities, has acquired Virtual Investor Conferences.com (VIC) from PR Newswire, the premier global provider of multimedia platforms. VIC is an online investor conference series that directly connects investors, advisors and analysts with executives at public companies.
buyer: OTC Markets Group (OTCPK:OTCM:$55.05)
OTC Markets Group's Open, Transparent and Connected financial marketplaces provide investors with the information necessary to intelligently analyze, value and trade 10,000 U.S. and global securities through the broker of their choice. "
target parent: GTCR, LLC
target: Virtual Investor Conferences.com
Virtual Investor Conferences.com (VIC) is an online investor conference series that directly connects investors, advisors and analysts with senior executives at public companies. VIC introduces public companies to tens of thousands of active and engaged investors month after month.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/1/2011 via PR Newswire

Campden Media, acquired The Institute for Private Investors

synopsis: Campden Media, which serves ultra-affluent business-owning and financial families worldwide, announced that it has acquired the Institute for Private Investors (IPI), one of the first and premier firms providing services to ultra high-net-worth individuals and private investors in the United States.
buyer parent: Matrix Private Equity Partners
buyer: Campden Media
Campden Media, founded in 1987, provides education, news, research, conferences and other networking opportunities to principals of ultra high-net-worth financial and business-owning families, the family office executives and trusted advisors who serve them. "
target: The Institute for Private Investors
The Institute for Private Investors (IPI) is a trusted provider of educational and networking resources for ultra high-net-worth investors. Founded in 1991, IPI provides a safe haven for investors to communicate with each other, and their advisors, about their wealth management approach.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/28/2012 via Company Press Release

Sterling Publishing Pty Ltd, will purchase Australasia trade publishing assets from Morningstar, Inc.

synopsis: Sterling Publishing Pty Ltd and Morningstar Australasia Pty Limited, a subsidiary of Morningstar, Inc., a leading provider of independent investment research, announced that they have entered into an agreement for Sterling to acquire Morningstar's Australian financial services trade publishing business.
buyer parent: Momentum Media Pty Ltd
buyer: Sterling Publishing Pty Ltd
Sterling Publishing is a growing media company and the publishing arm of the BRW Fast 100-ranked Momentum Media. They focus on specialist vertical markets including the mortgage, finance, real estate and property sectors. "
seller: Morningstar, Inc. (MORN:$1,244.10)
Morningstar's Australasian online and print titles include InvestorDaily, IFA (Independent Financial Adviser) – incorporating SMSF – and Investor Weekly; and events for the financial sector including Wraps, Platforms & Masterfunds Conference and the Self-Managed Superannuation Fund Strategy Day.
price ($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
closed 9/23/2015 via Company Press Release

MergerMarket Group, acquired AVCJ and Unquote

synopsis: Incisive Media sells AVCJ and Unquote to Mergermarket. AVCJ and Unquote are leading sources of information on private equity and venture capital deals and fundraising activity. The brands represent a complementary extension to the Mergermarket Group suite of products.
buyer parent: BC Partners
buyer: MergerMarket Group
Mergermarket is a business development tool designed specifically for the M&A sector, providing proprietary intelligence and analysis on corporate strategy before that strategy becomes public knowledge. "
target parent: Apax Partners
target: AVCJ and Unquote
AVCJ is a leading source of information on Asian private equity and venture capital activity. Unquote is a comprehensive provider of private equity and venture capital data, events and intelligence.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 3/27/2019 via BNC Analysis

Bonhill Group plc, will acquire Last Word Media

synopsis: Bonhill, a leading B2B media company in the UK, will acquire Last Word Media, a financial media solutions provider headquartered in London. Last Word has been the final say for first-to-market news, analysis and comment across the global wealth management market. They deliver content across print, digital, video, research, data and events.
buyer: Bonhill Group plc (AIM:BONH:$27.79)
Bonhill Group plc is a leading B2B media company in the UK. Bonhill provides Business Information, Live Events and Data & Insight propositions to international Technology, Financial Services and Diversity Business Communities. "
target: Last Word Media
Last Word is an independent financial media solutions provider headquartered in London. Last Word has been the final say for first-to-market news, analysis and comment across the global wealth management market. They deliver content across print, digital, video, research, data and events.
price ($mm)
$11
rev ($mm)
$13
EBITDA ($mm)
$1
EV / rev
2.0x
EV / EBITDA
18.3x
announced 12/15/2017 via Reuters

Casta Diva Group, will acquire Monaco Growth Forums Ltd.

synopsis: Casta Diva Group, a multinational active in the communication sector, producing branded content, viral videos, digital content, films and corporate events, will acquire Monaco Growth Forums, an exclusive, invitation-only conference highlighting growth companies seeking capital and/or greater exposure.
buyer: Casta Diva Group (BIT:CDG:$0.00)
Casta Diva Group is a multinational active in the communication sector, producing branded content, viral videos, digital content, films and corporate events. The Group is the world’s most extensive network of advertising film and event production. "
target: Monaco Growth Forums Ltd.
Monaco Growth Forums is an invitation-only conference highlighting growth companies seeking capital and/or greater exposure. They select companies seeking international investor exposure to present and then socialize with fund managers, private asset managers, and high net worth individuals.
price ($mm)
$2.00
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/26/2018 via GlobeNewswire

The Canadian Institute of Financial Planning, acquired Canadian Hedge Watch Inc.

synopsis: The Canadian Institute of Financial Planning (CIFP), a leading financial services educator, announced that they have required all outstanding common shares and controlling interest in Canadian Hedge Watch Inc. (CHW), a market leader in financial education conferences.
buyer: The Canadian Institute of Financial Planning
The Canadian Institute of Financial Planning (CIFP) provides education courses and training for financial planners to obtain the CFP designation and its own designation – The Registered Retirement Consultant which focuses on retirement, lifestyle, and wealth transfer planning needs of Canadians. "
target: Canadian Hedge Watch Inc.
Canadian Hedge Watch Inc. (CHW), also operating as Radius Financial Education, is located in Toronto and provides a wide range of conferences in the areas of alternative investment products, exchange traded funds and pensions. CHW also provides data services and education courses to its clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/4/2015 via PE Hub

RCP Advisors, acquired Atlas Diligence

synopsis: RCP Advisors has acquired Atlas Diligence and its proprietary private equity manager research platform GPScout. Atlas Diligence was formed by experienced institutional investors to provide limited partners with unique due diligence tools to assist in the identification and evaluation of private capital fund opportunities.
buyer: RCP Advisors
RCP Advisors was founded in 2001 and is headquartered in Chicago. With approximately $4.3 billion of assets under management and 37 professionals, RCP is one of the largest private equity fund-of-funds sponsors focused exclusively on the lower middle market buyout sector. "
target: Atlas Diligence
Atlas Diligence was formed by experienced institutional investors to provide limited partners with unique due diligence tools to assist in the identification and evaluation of private capital fund opportunities.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/19/2013 via BNC Analysis

Bulgaria On Air, will acquire Investor.BG PLC

synopsis: Media company Bulgaria On Air placed a buyout offer for the 51% stake in business news portal Investor.bg. Investor.BG PLC develops online databases for Bulgarian companies. It provides financial information, such as quotations, graphics of traded stocks, ratios, news, analyses, and reports.
buyer: Bulgaria On Air
Bulgaria On Air offers television and radio broadcasting services. The company is based in Bulgaria. "
target: Investor.BG PLC
Investor.BG PLC develops online databases for Bulgarian companies. It provides financial information, such as quotations, graphics of traded stocks, ratios, news, analyses, and reports.
price ($mm)
$6.25*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/25/2012 via BNC Analysis

FX Concepts LLC, acquired Track.com, LLC

synopsis: FX Concepts LLC, a currency hedge fund founded by John Taylor with about $3 billion under management, agreed to buy closely held financial research provider Track.com for an undisclosed amount. Track.com, LLC is a subscription-based service that provides an online platform for investment research and market ideas.
buyer: FX Concepts LLC
FX Concepts LLC is a currency hedge fund founded by John Taylor. "
target: Track.com, LLC
Track.com, LLC provides an online platform for investment research and market ideas. Its platform allows qualified contributors to share their stock, commodity, and macro ideas with a group of institutional investors, high net worth individuals, and other thoughtful market participants.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/17/2010 via Company Press Release

Morningstar, Inc., acquired Morningstar Danmark A/S

synopsis: Morningstar Europe B.V., a leading provider of independent investment research, entered into a definitive agreement to acquire a 75 percent ownership interest in Morningstar Danmark A/S.
buyer: Morningstar, Inc. (MORN:$1,244.10)
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions. "
target: Morningstar Danmark A/S
Morningstar Danmark A/S through its website provides investment information for individual investors, which includes fund and ETF data, portfolio tools, and market analysis. It also develops investment software.
price ($mm)
$15*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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