Like Balance Financial, Inc.

closed 10/4/2013 via BNC Analysis

TaxACT, acquired Balance Financial, Inc.

synopsis: Balance Financial has been acquired by Blucora's TaxAct subsidiary. Balance Financial, Inc. is a financial analytics company focused on helping individuals and families live a balanced financial life. The company assigns personal bookkeepers to manage their client’s daily finances.
buyer parent: Blucora, Inc.
buyer: TaxACT
Founded in 1998, TaxACT is critically acclaimed as a leader in developing affordable tax preparation software and Web-based services directly for consumers. TaxACT was the first to offer free Federal tax software and free e-file to all American taxpayers. "
target: Balance Financial, Inc.
Balance Financial, Inc. is a financial analytics company focused on helping individuals and families live a balanced financial life. The company assigns personal bookkeepers to manage their clients daily finances.
price ($mm)
rev ($mm)
EBITDA ($mm)
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closed 7/22/2020 via Company Press Release

NextGen.Net Pty Ltd., acquired Frollo

synopsis: Sydney-based NextGen.Net has acquired Frollo, a purpose-driven Australian FinTech and leading provider of financial management and Open Banking solutions. The strategic acquisition brings together industry leaders from complementary business areas to help both companies lead the way in Australia's new Open Banking environment.
buyer: NextGen.Net Pty Ltd.
NextGen.Net is Australia's leading technology solution provider to the lending industry, focused on delivering quality products and services to a range of banks, non-bank lenders, and brokers. The company makes lending easy for Authorised Deposit-Taking Institutions and loan originators. "
target: Frollo
Frollo is an Australian FinTech that helps citizens make better money decisions and improve their overall financial wellbeing. Through its consumer app and SaaS Integration Platform, Frollo has built the simplest way for businesses to help their customers and employees turn around their finances.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/4/2019 via BNC Analysis

Frollo, acquired Hip Money Pty Ltd.

synopsis: Digital finance platform Frollo has taken over Hip Money, a US-originated and Australian-based tech startup founded in 2017 that uses AI to help users eliminate debt and save money. Hip Money was designed to create software to improve the financial health and wellness of Australians.
buyer: Frollo
Frollo has developed a mobile app and engagement platform that has a simple 3 step process to help Australians improve their personal finances. Frollo provides users insights on spending, inspires new habits and encourages users to reach their financial goals. "
target: Hip Money Pty Ltd.
Hip Money is a Brisbane Australia based Financial Technology (FinTech) company designed to create software to improve the financial health and wellness of Australians. It was originally formed after receiving the Advance Queensland Hot DesQ grant in October of 2017.
price ($mm)
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announced 10/29/2018 via BNC Analysis

BGL Group Limited, will acquire Bean

synopsis: BGL Group, a digital distributor of insurance and household financial services in the UK, will acquire Bean, a mobile app that allows people to simplify their personal finances. Bean allows users to see all of their bank accounts and automatically manage their recurring bills in one place.
buyer: BGL Group Limited
BGL Group is a digital distributor of insurance and household financial services in the UK. BGL provides price comparison and insurance distribution services through their various websites. Their price comparison sites allow users to compare insurance, utility and financial products. "
target: Bean
Bean is a mobile app that allows people to simplify their personal finances. Bean allows users to see all of their bank accounts and automatically manage their recurring bills in one place. Bean helps users save money by enabling them to easily cancel and switch to better contracts.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/9/2018 via BNC Analysis

Paytm, acquired Balance Technology Private Limited

synopsis: Paytm, the digital payments provider run by One97 Communications Pvt. Ltd, has acquired savings management application Balance Tech. Balance is a first of its kind consumer app that recommends micro saving opportunities for users across a range of lifestyle driven use cases.
buyer parent: One97 Communications Ltd.
buyer: Paytm
Paytm is India's largest leading payment gateway that offers comprehensive payment services for customer and merchants. They offer mobile payment solutions to over 7 million merchants and allow consumers to make seamless mobile payments from Cards, Bank Accounts and Digital Credit among others. "
target: Balance Technology Private Limited
Balance is a first of its kind consumer app that recommends micro saving opportunities for users across a range of lifestyle driven use cases such as spend patterns, salary transfers, fitness goals with Fitbit or Google Fit and many more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
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closed 4/27/2016 via BusinessWire

Affirm, acquired Sweep

synopsis: Affirm, Inc. announced that it is acquiring the personal finance management app company Sweep Inc., as a first step in its expansion beyond point-of-sale financing. Sweep helps users get ahead of their bills, expenses and savings goals so they never have to budget again.
buyer: Affirm
Affirm offers services that empower consumers to advance their financial well-being. Their mission is to revolutionize the banking industry to be more accountable and accessible to consumers. Affirm shoppers get the flexibility to buy now and make simple monthly payments for their purchases. "
target: Sweep
Sweep helps users get ahead of their bills, expenses and savings goals so they never have to budget again. Unlike other finance apps, Sweep gives a complete forward looking view into the user's cash flow and makes it easy to take control of their money, grow savings and spend confidently.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/12/2015 via BNC Analysis

Capital One Financial Corp., acquired Level Money

synopsis: Capital One Financial Corp. has acquired money management app Level Money. The app helps consumers keep track of their spendable cash and savings. Since it launched in October 2013, the app has been downloaded by 700,000 users managing more than $12 billion in transactions.
buyer: Capital One Financial Corp. (NYSE:COF:$15,321.00)
Capital One Financial Corp. is a diversified financial services company that offers a broad array of financial products and services to consumers, small businesses and commercial clients. A Fortune 500 company, Capital One has one of the most widely recognized brands in America. "
target: Level Money
Level Money is the leader in helping the next generation spend less, save more and achieve financial balance. Their award-winning personal finance app is a simple tool to automatically analyze the user's financial picture.
price ($mm)
rev ($mm)
EBITDA ($mm)
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EV / EBITDA
closed 8/2/2012 via PR Web

MoneyDesktop, Inc., acquired MoneyReef, LLC

synopsis: MoneyDesktop announced the acquisition of MoneyReef, recognized for its award-winning and interactive design. The acquisition of MoneyReef combines two award-winning providers of PFM focused on redefining the mobile money-management user experience. MoneyReef is a mobile applications development company building innovative financial tools.
buyer: MoneyDesktop, Inc.
MoneyDesktop, Inc. develops technologies that facilitate the clear understanding of personal finances and debt management. MoneyDesktop, Inc. is a privately-held company and is headquartered in Provo, Utah. "
target: MoneyReef, LLC
MoneyReef is a mobile applications development company building robust, financial tools that possess an industry-unique combination of rich features, flexibility and ease of use. This combination empowers consumers to interact with their personal financial information in entirely new ways.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/24/2015 via BusinessWire

Prosper Marketplace, Inc., will acquire BillGuard

synopsis: Prosper Marketplace, which operates a leading online marketplace that connects borrowers and investors, announced that it has signed a definitive agreement to acquire BillGuard, a personal finance analytics company that develops popular consumer apps to manage, protect and do more with money and credit.
buyer: Prosper Marketplace, Inc.
Prosper is America's first peer-to-peer lending marketplace, with more than 2 million members and over $4 billion in funded loans. Prosper allows people to invest in each other in a way that is financially and socially rewarding. "
target: BillGuard
BillGuard’s mission is to empower consumers to control, protect and do more with their money. Their proprietary transaction monitoring technology pioneered the use of crowdsourcing and big data analytics to help consumers detect the $8 billion in wrongful payment card charges missed by banks yearly.
price ($mm)
$25
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/6/2016 via BNC Analysis

zipMoney Limited, will acquire Pocketbook Australia Pty Ltd

synopsis: zipMoney announced that it has entered into a non-binding indicative term sheet to acquire Pocketbook. Pocketbook is an innovative personal finance management software that has been operating since 2012. Pocketbook provides a free money management and budgeting tool and app that integrates with a customer’s bank account.
buyer: zipMoney Limited (ASX:ZML:$81.10)
zipMoney offers point-of-sale credit and digital payment services to consumers and merchants. They provide a variety of integrated Retail Finance solutions to small, medium and enterprise businesses across numerous industries, both online and in-store. "
target: Pocketbook Australia Pty Ltd
Pocketbook is an online tool which helps users manage their money. Users can get great information about their past and future spending immediately after signup. Pocketbook makes personal and household budgeting ridiculously simple.
price ($mm)
$5.50
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/31/2016 via BusinessWire

H.I.G. Capital, acquired Quicken Investment Services, Inc.

synopsis: Quicken, the leading personal finance software that empowers consumers to easily manage their finances, announces that H.I.G. Capital, a leading global investment firm, has completed its acquisition of the company. Quicken, a top personal money management software, has been the trusted financial solution for millions of consumers.
buyer: H.I.G. Capital
H.I.G. Capital is a leading global private equity and alternative assets investment firm with more than $19 billion of equity capital under management. H.I.G. specializes in providing both debt and equity capital to small and mid-sized companies. "
target parent: Intuit, Inc.
target: Quicken Investment Services, Inc.
Quicken Investment Services, Inc. provides software and services to manage personal and small business finances. The company offers personal finance products, such as Quicken Online to control personal finances and Quicken Deluxe to get a snapshot of monthly spending.
price ($mm)
rev ($mm)
$51
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 2/22/2016 via BusinessWire

United Capital Financial Partners, Inc., acquired FlexScore

synopsis: United Capital Financial Advisers, LLC, the nation’s largest financial life management firm, expands its platform with the acquisition of FlexScore™, the only patented digitized financial planning solution in the U.S. FlexScore helps individuals digitally manage their financial lives and make prudent financial decisions.
buyer: United Capital Financial Partners, Inc.
United Capital Financial Partners is an independent financial life management firm. United Capital is a Registered Investment Adviser offering client objective advice and an open architecture platform that enables a wide array of investment management solutions tailored specifically to client needs."
target: FlexScore
FlexScore is a revolutionary online product. It helps individuals digitally manage their financial lives and make prudent financial decisions. FlexScore is an entirely new financial product that empowers people to take more control over their financial life.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/31/2015 via BNC Analysis

Avant, acquired ReadyForZero

synopsis: Avant, the Chicago, IL-based financial tech startup in the online consumer lending industry, announced the acquisition of ReadyForZero, a mobile- and online-platform offering tools to help consumer pay off their debt.
buyer: Avant
Avant offers a unique and highly customized approach to the personal loan process. The combination of technology, analytics and customer service capabilities allows the company to provide a simple process for personal loans and line of credit products to borrowers, all entirely online. "
target: ReadyForZero
ReadyForZero creates a financial software program that helps people better manage and reduce personal debt and improve their credit reputations online. The software benefits consumers and lenders by proactively preventing challenging financial situations while improving engagement and retention.
price ($mm)
rev ($mm)
EBITDA ($mm)
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EV / EBITDA
closed 5/8/2014 via Company Press Release

Momentum Global Investment Management, acquired Blue Speck Financial Ltd

synopsis: Blue Speck Financial, its trading style YourWealth.co.uk and its Money Hub app technology have been acquired by Momentum in the UK. Blue Speck Financial operate a number of brands in the finance sector focused on delivering unique value to consumers and businesses alike.
buyer: Momentum Global Investment Management
Momentum Global Investment Management was established in the UK in 1998 as the international asset management arm of the Momentum Group. Their clients and partners span institutions, corporate, wealth managers and professional advisors in the UK and Channel Islands, South Africa, Europe, the Middle "
target: Blue Speck Financial Ltd
Blue Speck Financial operate a number of brands in the finance sector focused on delivering unique value to consumers and businesses alike. Their YourWealth.co.uk offers access to innovative tools that allow consumers to self-select and purchase savings, investment and insurance products directly.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/26/2012 via BusinessWire

DoughMain, acquired Allowance Plus

synopsis: DoughMain, a free financial education and family organization website, announced its strategic acquisition of Allowance-Plus. Allowance-Plus is a web-based software and graphics program designed by parents, for parents around intra-family money transfers (allowances) to help families manage, motivate and reward desirable financial behavior.
buyer: DoughMain
DoughMain is the first and only service to combine family coordination and financial education into one simple and convenient platform. DoughMain helps families manage their lives while empowering them to become better educated about money. "
target: Allowance Plus
Allowance-Plus is a web-based software and graphics program designed by parents, for parents around intra-family money transfers (allowances) to help families manage, motivate and reward desirable financial behavior.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/9/2017 via BNC Analysis

Aduno Group, acquired Contovista AG

synopsis: The Aduno Group, Swiss specialist in cashless payments, is acquiring a majority stake in Contovista. Swiss fintech start-up Contovista AG is Switzerland's leading provider of personal finance management (PFM) solutions.
buyer: Aduno Group
The Aduno Group offers a wide range of products and services for cashless payment from a single source. Together with the personal credit, leasing and guarantee deposit business, the Aduno Group boasts a diverse range of activities in a growing market. "
target: Contovista AG
Contovista AG is Switzerland's leading provider of personal finance management (PFM) solutions. With its data analytics, Swiss fintech start-up Contovista AG specialises in evaluating and visualising financial data.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/13/2020 via BNC Analysis

Earnin, acquired Tip Yourself

synopsis: Earnin, a community-supported financial platform, has acquired Tip Yourself, a savings app that encourages people to reward themselves for accomplishing a goal. Tip Yourself helps people to save money for vacations, emergency funds, and debt payments by allowing them to transfer funds from their checking account to a secure virtual tip jar.
buyer: Earnin
Earnin is a community-supported financial platform with a suite of tools that let people take control of their financial future. Earnin's core product, Cash Out, allows people to access the pay they've already earned. They also offer solutions for overdrafts, financial calendars and more. "
target: Tip Yourself
Tip Yourself is a savings app that encourages people to reward themselves for accomplishing a goal. Tip Yourself helps people to save money for vacations, emergency funds, and debt payments by allowing them to transfer funds from their checking account to a secure virtual tip jar.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/31/2018 via BNC Analysis

Even Financial, acquired Birch Finance, LLC

synopsis: Even Financial has acquired Birch Finance. Even Financial offers products like a pre-approval API, real-time pricing, machine learning optimization, a product comparison and recommendation engine for consumers and more. Birch is the #1 finance app that simplifies credit card rewards and keeps track of spending.
buyer: Even Financial
Even Financial is the leading search, comparison and recommendation engine for financial services. Even provides essential infrastructure for financial services and channel partners, connecting consumers to personalized products, with a robust yet simple API. "
target: Birch Finance, LLC
Birch is the #1 finance app that simplifies credit card rewards and keeps track of spending. The average shopper can earn up to $700 worth of rewards each year, just by using a reward earning credit card and paying off the balance each month.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/22/2018 via BNC Analysis

TNG FinTech Group, acquired WalletKu

synopsis: TNG FinTech Group, a leading provider of financial services in Asia, has acquired WalletKu, a mobile wallet application in Indonesia. WalletKu allows users to store money into a digital wallet and use it to pay for bills, tickets, hotels, prepaid phone credit and more.
buyer: TNG FinTech Group
TNG is the operator of TNG Wallet, Hong Kong’s leading e-wallet which revolutionizes the way consumers shop, pay and transfer money through its comprehensive suite of FinTech services. "
target: WalletKu
WalletKu is a mobile wallet application in Indonesia. WalletKu allows users to store money into a digital wallet and use it to pay for bills, tickets, hotels, prepaid phone credit and more. WalletKu provides an easy to use interface and secure transactions.
price ($mm)
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EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/17/2018 via PR Web

BillGO, Inc., acquired Prism Money

synopsis: BillGO, a B2B payments engine for payment providers, has acquired Prism, a free mobile app allows people to review, manage, and pay their bills directly from within the app anytime, anywhere. Prism presents all bills in a single convenient hub and sends out due date reminders to ensure that users never miss a payment.
buyer: BillGO, Inc.
BillGO is a B2B payments engine for payment providers. BillGO's engine offers real-time payments, revenue and engagement to their customers. Their technology pushes payments for hundreds of financial institutions daily. "
target: Prism Money
Prism is a free mobile app allows people to review, manage, and pay their bills directly from within the app anytime, anywhere. The app presents all bills in a single convenient hub and sends out due date reminders to ensure that users never miss a payment.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/4/2013 via BNC Analysis

TaxACT, acquired Balance Financial, Inc.

synopsis: Balance Financial has been acquired by Blucora's TaxAct subsidiary. Balance Financial, Inc. is a financial analytics company focused on helping individuals and families live a balanced financial life. The company assigns personal bookkeepers to manage their client’s daily finances.
buyer parent: Blucora, Inc.
buyer: TaxACT
Founded in 1998, TaxACT is critically acclaimed as a leader in developing affordable tax preparation software and Web-based services directly for consumers. TaxACT was the first to offer free Federal tax software and free e-file to all American taxpayers. "
target: Balance Financial, Inc.
Balance Financial, Inc. is a financial analytics company focused on helping individuals and families live a balanced financial life. The company assigns personal bookkeepers to manage their clients daily finances.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/4/2013 via BNC Analysis

TaxACT, acquired Balance Financial, Inc.

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

InfoSpace, Inc., acquired TaxACT

synopsis: InfoSpace, Inc. announced that it has completed its previously announced acquisition of TaxACT, a leading provider of online tax solutions. TaxACT is a privately held company founded in 1998 and critically acclaimed as a leader in developing affordable tax preparation software and Web-based services directly for consumers.
buyer: InfoSpace, Inc. (BCOR:$371.98)
InfoSpace, Inc., a developer of metasearch products, is focused on bringing the best of the Web to Internet users. InfoSpace's proprietary metasearch technology combines the top results from several of the largest online search engines, providing fast and comprehensive search results. "
target parent: TA Associates
target: TaxACT
Founded in 1998, TaxACT is critically acclaimed as a leader in developing affordable tax preparation software and Web-based services directly for consumers. TaxACT was the first to offer free Federal tax software and free e-file to all American taxpayers.
price ($mm)[EV]
$288 [$241]
rev ($mm)
$78
EBITDA ($mm)
$35
EV / rev
3.1x
EV / EBITDA
7.0x
cancelled 11/1/2011 via Bloomberg

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

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

InfoSpace, Inc., acquired TaxACT

synopsis: InfoSpace, Inc. announced that it has completed its previously announced acquisition of TaxACT, a leading provider of online tax solutions. TaxACT is a privately held company founded in 1998 and critically acclaimed as a leader in developing affordable tax preparation software and Web-based services directly for consumers.
buyer: InfoSpace, Inc. (BCOR:$371.98)
InfoSpace, Inc., a developer of metasearch products, is focused on bringing the best of the Web to Internet users. InfoSpace's proprietary metasearch technology combines the top results from several of the largest online search engines, providing fast and comprehensive search results. "
target parent: TA Associates
target: TaxACT
Founded in 1998, TaxACT is critically acclaimed as a leader in developing affordable tax preparation software and Web-based services directly for consumers. TaxACT was the first to offer free Federal tax software and free e-file to all American taxpayers.
price ($mm)[EV]
$288 [$241]
rev ($mm)
$78
EBITDA ($mm)
$35
EV / rev
3.1x
EV / EBITDA
7.0x
closed 12/20/2010 via PR Newswire

Banks.com, Inc., acquired FileLater

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

Wealthsimple, acquired SimpleTax Software Inc.

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

Credit Karma, acquired OnePriceTaxes.com

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

Intuit, Inc., acquired GoodApril

synopsis: Intuit has bought GoodApril for an undisclosed price. GoodApril makes tax-planning software intended to help users reduce their annual tax bill. Their tax monitoring solution helps users to predict and correct tax mistakes before they happen, and save their money.
buyer: Intuit, Inc. (INTU:$6,857.00)
Intuit is a leading provider of business and financial management solutions for small and mid-sized businesses, consumers and accounting professionals. Its flagship products and services, simplify small business management and payroll processing, personal finance, and tax preparation and filing. "
target: GoodApril
GoodApril is an online tax planning solution for individual American taxpayers. Their tax monitoring solution helps users to predict and correct tax mistakes before they happen, and save their money.
price ($mm)
$20
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/18/2010 via BNC Analysis

Thomson Reuters, acquired TaxSimple, Inc.

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

Liberty Tax Service, acquired eSmartTax

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

Smartsteuer GmbH, acquired Steuerbot GmbH

synopsis: Smartsteuer, Germany's leading provider of online tax returns for private individuals, the self-employed and small businesses, has acquired Steuerbot, a mobile app in Germany that helps make income tax returns quick and easy. Steuerbot is free and addresses the needs of students, people with part-time jobs, and people who have just started working.
buyer parent: Rudolf Haufe Verlag GmBH & Co KG
buyer: Smartsteuer GmbH
Smartsteuer is Germany's leading provider of online tax returns for private individuals, the self-employed, and small businesses. Smartsteuer allows anyone to file their own tax returns quickly and easily at a low cost. "
target: Steuerbot GmbH
Steuerbot is a mobile app in Germany that helps make income tax returns quick and easy. The app asks simple questions and generates tax returns based on the users answers. Steuerbot is free and addresses the needs of students, people with part-time jobs, and people who have just started working.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/11/2018 via BNC Analysis

European Legal Service, acquired Nalogia

synopsis: The European Legal Service, a Russian company that offers a full range of online legal services, has acquired a 70% stake in Nalogia, a set of web-tools for personal taxation in Russia. Nalogia strives to help Russian taxpayers understand the basics of Russia's tax laws and conveniently prepare and file tax declarations online.
buyer: European Legal Service
Founded in 2007, the European Legal Service is a Russian company that offers a full range of online legal services - from urgent legal advice to representation in court. The European Legal Service has 164 lawyers that are dedicated to protecting and supporting their clients 24/7. "
target: Nalogia
Nalogia is a set of web-tools for personal taxation in Russia. Nalogia strives to help Russian taxpayers understand the basics of Russia's tax laws, conveniently prepare and file tax declarations online, easily pay taxes, and apply for tax refunds.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/17/2013 via BNC Analysis

Haufe-Lexware GmbH & Co. KG, acquired Smartsteuer GmbH

synopsis: Haufe-Lexware GmbH & Co. KG has acquired German tax software provider Smartsteuer GmbH.
buyer parent: Rudolf Haufe Verlag GmBH & Co KG
buyer: Haufe-Lexware GmbH & Co. KG
Haufe-Lexware GmbH & Co. KG provides business software for self-employed persons, freelancers, and medium-sized companies. Haufe-Lexware with Intuit brings German versions of the Intuit finance programs such as Quicken, QuickSteuer and QuickBooks to the market. "
target: Smartsteuer GmbH
Smartsteuer GmbH offers tax software. The company is based in Hanover, Germany.
price ($mm)
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EBITDA ($mm)
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closed 7/7/2005 via BusinessWire

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

synopsis: To accelerate its growth in the online and packaged software tax industry, H&R Block today announced it has acquired TaxNet(TM) Inc., a San Diego, Calif.-based provider of customized online tax services.
buyer: H & R Block, Inc. (HRB:$3,094.88)
H&R Block is the world's largest tax services provider, having served more than 400 million clients since 1955. The sixth-largest retailer in the world, H&R Block has more than 12,000 locations serving taxpayers primarily in the United States, Canada and Australia. "
target: TaxNet, Inc.
TaxNet was created to provide taxpayers with a simple and intelligent tax preparation experience and to do it at a fraction of the cost of other products. TaxNet is designed by tax and software usability experts, providing depth of tax content and accuracy with an innovative interface and approach.
price ($mm)
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closed 2/1/2012 via BusinessWire

LERETA, LLC, acquired LPS Property Tax Solutions, Inc.

synopsis: LERETA, LLC, a major force in the tax and flood service industries, announced that it has acquired the real estate tax services business of LPS Property Tax Solutions, Inc. (LPS Tax), a wholly-owned division of Lender Processing Services, Inc (LPS), a leading provider of mortgage technology and services.
buyer: LERETA, LLC
LERETA provides a full suite of real estate tax services for residential and commercial loans, including automated online research and certification, tax bill processing, a suite of delinquent tax services, and customized tax outsourcing service programs. "
target parent: Lender Processing Services
target: LPS Property Tax Solutions, Inc.
LPS Property Tax Solutions, a premier nationwide provider of real estate tax services and data, delivers a full line of tax products and services. It provides real estate tax information to over 350 lending and mortgage related institutions throughout the United States.
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EBITDA ($mm)
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