Like Lewtan Technologies

closed 10/27/2014 via BusinessWire

Moody's Corporation, acquired Lewtan Technologies

synopsis: Moody’s Corporation announced that it has acquired Lewtan Technologies, a leading provider of analytical tools and data for the global structured finance market. Based in Waltham, Massachusetts, Lewtan provides solutions to issuers, investors, underwriters and others to administer, monitor and value securitized transactions.
buyer: Moody's Corporation (MCO:$5,371.00)
Moody's Corporation is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target parent: Daily Mail and General Trust plc
target: Lewtan Technologies
Lewtan is the leading provider of a wide range of content and technology-based solutions to members of the global asset-securitization industry. These include issuers, investors, underwriters, servicers, credit enhancers and rating agencies representing more than 300 institutions worldwide.
price ($mm)
rev ($mm)
$25
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 10/16/2019 via Company Press Release

Broadridge Financial Solutions, Inc., acquired Appatura

synopsis: Broadridge Financial Solutions, Inc., leading provider of investor communications and technology-driven solutions, has acquired Appatura Inc., an innovator in regulatory and marketing content management and automation.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry. "
target parent: Vivendi SA
target: Appatura
With its leading-edge, proprietary database and headless CM named Syntext, Appatura’s mutual fund focused workflow and publishing engine: Docubuilder, and its innovative AI and Machine Learning Appasense tools, Appatura has been helping transform the industry.
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closed 9/25/2019 via Company Press Release

Dealogic Limited, acquired Selerity, Inc.

synopsis: Dealogic, a UK company that offers integrated content, analytics, and technology via targeted products and services to financial firms, has acquired Selerity, a financial technology company using proprietary A.I. to deliver content and data solutions designed to automate inefficient workflows in finance.
buyer parent: Ion Group
buyer: Dealogic Limited
Based in the UK, Dealogic offers integrated content, analytics, and technology via targeted products and services to financial firms worldwide. Firms rely on Dealogic’s platform to connect and more effectively identify opportunities, execute deals, and manage risk. "
target: Selerity, Inc.
Selerity is a financial technology company using proprietary A.I. to deliver content and data solutions designed to automate inefficient workflows in finance. Their clients range from sophisticated asset management firms to innovative media and technology companies serving retail investors.
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closed 5/21/2018 via BusinessWire

IHS Markit Ltd., acquired Ipreo Holdings LLC

synopsis: Ipreo, a leading financial services solutions and data provider, was acquired by IHS Markit, a world leader in critical information, analytics and solutions. IHS Markit is acquiring the business from private equity funds managed by Blackstone and by the Goldman Sachs Merchant Banking Division.
buyer: IHS Markit Ltd. (INFO:$4,287.80)
IHS Markit is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government. "
target parent: Blackstone Group LP
target: Ipreo Holdings LLC
Ipreo is a leading global provider of financial services technology, data and analytical services, supporting all participants in the capital-raising process, including sell-side professionals, finance officers at private and public companies, institutional investors, and asset managers.
price ($mm)
$1,855
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closed 9/19/2017 via BusinessWire

iPipeline, Inc., acquired Laser App Software

synopsis: iPipeline, a leading provider of cloud-based software solutions for the life insurance industry, announced the acquisition of Laser App Software, a premier provider of forms automation and management software for the securities and insurance industries.
buyer parent: Thoma Bravo, LLC
buyer: iPipeline, Inc.
Pipeline is a leading provider of cloud-based software solutions for the life insurance industry. Through its SaaS solutions, it accelerates insurance sales, compliance and support. They provide process automation and seamless integration between every participant in the life insurance industry. "
target: Laser App Software
Laser App Software creates advisor friendly solutions that combine state‐of‐the‐art forms-filling technology with a massive library of industry related forms. Forms are maintained by Laser App so representatives can focus on their clients, rather than filling out paperwork.
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closed 5/31/2016 via PR Newswire

Morningstar, Inc., acquired InvestSoft Technology, Inc.

synopsis: Morningstar, Inc., a leading provider of independent investment research, has acquired InvestSoft Technology, a provider of fixed-income analytics. InvestSoft helps investment firms analyze fixed-income securities and portfolios, primarily through its BondPro Fixed-Income Calculation Engine.
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 products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. "
target: InvestSoft Technology, Inc.
InvestSoft Technology provides software solutions for investment firms designed to streamline workflow, reduce risk and harness the value of the data throughout an organization. They are a leader in the development and implementation of Trading, Portfolio Management, and Accounting Solutions.
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closed 9/4/2015 via BusinessWire

Markit Group Ltd., acquired DealHub

synopsis: Markit, a leading global provider of financial information services, announced it has acquired DealHub, a leading provider of trade processing and trading services to the foreign exchange market. The acquisition will expand Markit’s customer base among banks, brokers and asset managers in the FX markets.
buyer: Markit Group Ltd. (MRKT:$1,129.70)
Markit is a leading global diversified provider of financial information services. They provide products that enhance transparency, reduce risk and improve operational efficiency. Their customers include banks, central banks, regulators, auditors, fund administrators and insurance companies. "
target parent: Option Computers
target: DealHub
DealHub is a provider of trading, post trade processing and business intelligence solutions to global financial markets. Their solutions encompass the trading lifecycle from liquidity sourcing, through price distribution and ecommerce workflows, STP, regulatory reporting and compliance archiving.
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closed 4/4/2013 via PR Newswire

Intralinks Holdings, Inc., acquired MergerID

synopsis: Intralinks® Holdings, Inc., a leading, global SaaS provider of inter-enterprise content management and collaboration solutions, announced the acquisition of London-based MergerID, leading online deal sourcing platforms for the mergers and acquisitions industry.
buyer parent: TA Associates
buyer: Intralinks Holdings, Inc.
Intralinks Holdings, Inc. is a global technology provider of inter-enterprise content management and collaboration solutions. Intralinks' solutions are designed to enable the secure and compliant exchange, control, & management of information between organizations when working through the firewall. "
target parent: Pearson plc
target: MergerID
Based in London, MergerID is a powerful and innovative deal sourcing tool that was designed to fulfill the middle market’s need for an online M&A platform that brings together qualified M&A professionals from around the world with matching deal criteria.
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closed 4/4/2013 via PR Newswire

Intralinks Holdings, Inc., acquired PE-Nexus

synopsis: Intralinks® Holdings, Inc., a leading, global SaaS provider of inter-enterprise content management and collaboration solutions, announced the acquisition of Miami-based PE-Nexus, the leading Internet deal flow exchange and private social network for mergers & acquisitions participants.
buyer parent: TA Associates
buyer: Intralinks Holdings, Inc.
Intralinks Holdings, Inc. is a global technology provider of inter-enterprise content management and collaboration solutions. Intralinks' solutions are designed to enable the secure and compliant exchange, control, & management of information between organizations when working through the firewall. "
target: PE-Nexus
PE-Nexus is the leading Internet deal flow exchange and private social network for mergers & acquisitions participants. Its deal flow tools, combined with its social network, enhance deal marketing & sourcing efficiency, facilitate principal-to-principal communication, & catalyze deal processes.
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closed 8/1/2012 via BNC Analysis

CME Group, acquired Pivot Inc

synopsis: CME Group, the world's leading and most diverse derivatives marketplace, announced the launch of CME Direct Messenger, a sophisticated instant messaging platform for traders in the energy markets. CME Direct Messenger will be powered by market-leading instant messaging software developed by Pivot, Inc.
buyer: CME Group (CME:$4,593.10)
CME Group exchanges offer the widest range of global benchmark products across all major asset classes, including futures and options based on interest rates, equity indexes, foreign exchange, energy, agricultural commodities, metals, weather and real estate. "
target: Pivot Inc
Pivot’s™ solutions are used to manage instant message workflow, extract and organize relevant market information and disseminate it efficiently, even if the information is embedded in casual instant message conversations.
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announced 9/21/2011 via Company Press Release

MarkitSERV LLC, will acquire Logiscope Limited

synopsis: MarkitSERV, a leading electronic trade processing platform for OTC derivative transactions, announced that it has agreed to acquire Logicscope Limited, a leading provider of post-trade workflow solutions and straight-through-processing (STP) for foreign exchange (FX) transactions.
buyer parent: Markit Group Ltd.
buyer: MarkitSERV LLC
MarkitSERV LLC provides post-trade processing and workflow for over-the-counter derivative transactions worldwide. Its services include allocations, clearing, confirmation, connectivity, novation consent, and portfolio reconciliation. "
target parent: Dynamic IT Management Services Ltd.
target: Logiscope Limited
Logicscope Limited provides post-trade workflow enhancement and processing solutions. It offers multi-venue and multi-asset post-trade aggregation, transformation, and routing solutions to financial institutions.
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closed 8/17/2011 via PR Newswire

RTS Realtime Systems AG, acquired First Futures Software Engineering Pvt. Ltd.

synopsis: RTS Realtime Systems Group, a leading global trading solutions provider headquartered in Frankfurt, Germany, announced that it has closed on its transaction to acquire First Futures Software Engineering Pvt. Ltd., a high-end technology solutions provider in Pune, India.
buyer: RTS Realtime Systems AG
RTS Realtime Systems delivers high-performance, end-to-end technology products and services across asset classes and continents to elite financial institutions. The firm is one of the world's leading providers of ultra-low latency, high frequency, robust algorithmic trading solutions. "
target: First Futures Software Engineering Pvt. Ltd.
First Futures Software is a technology solutions provider with expertise in building and implementing high-performance innovative software products and solutions, with a focus on financial markets and trading workflow optimizations.
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closed 5/26/2021 via BNC Analysis

Gresham Computing, acquired Electra Information Systems, Inc.

synopsis: Global fintech Gresham Technologies plc that specializes in providing real-time solutions for data integrity and control, banking integration, and payments and cash management, has announced its agreement to acquire post-trade automation specialists, Electra Information Systems, Inc.
buyer: Gresham Computing (LSE:GHT:$32.28)
Gresham Computing plc is a leading software and services company that specialises in providing real-time transaction control and enterprise data integrity solutions. Gresham’s Clareti software platform is designed to provide financial institutions with complete certainty in their data processing. "
target: Electra Information Systems, Inc.
Electra provides post-trade operations workflow solutions and data services for reconciliation, trade matching, settlement and fee billing to global institutional buy-side firms. Firms can quickly scale to business demands and gain value from their patented technology across the post-trade process.
price ($mm)
$25
rev ($mm)
$12
EBITDA ($mm)
$3
EV / rev
2.7x
EV / EBITDA
11.3x
closed 8/14/2018 via GlobeNewswire

Intapp, Inc., acquired DealCloud

synopsis: Intapp, a leading provider of industry solutions for the $2 trillion global professional services industry, announced the acquisition of DealCloud, which specializes in CRM and deal management for investment banking and private equity firms.
buyer parent: Great Hill Partners LLC
buyer: Intapp, Inc.
Intapp provides software and services that enable professional services and capital markets firms to thrive in an increasingly competitive marketplace, enhancing their ability to win more business, operate efficiently, manage risk and drive project and client success. "
target: DealCloud
DealCloud is a pioneer in M&A software and a global leader in providing deal management, workflow and technology solutions to capital markets firms, including private equity and growth capital firms, sell-side banks, publicly traded companies and debt capital investors.
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closed 3/27/2018 via BusinessWire

Conga, acquired Orchestrate, LLC

synopsis: Conga, the global leader in Intelligent Document Automation, announced the acquisition of Orchestrate LLC, a trailblazer in the financial services space that enables best-of-breed operations with its award-winning digital process workflow automation application, ProcessComposer. Orchestrate streamlines document management and scheduling.
buyer: Conga
Conga developed its suite of enterprise-grade Intelligent Document Automation solutions to help businesses optimize their CRM investments. The Conga Suite, which includes Conga Composer and Conga Sign, simplifies and automates data, documents, contracts, signing, and reporting. "
target: Orchestrate, LLC
Orchestrate, LLC’s mission is to enable best-of-breed operations for every organization using the Salesforce platform. Their applications supercharge workflow automation and streamline document management and scheduling, empowering users with the tools to achieve operational excellence.
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announced 12/16/2016 via BNC Analysis

Drooms, will acquire DealMarket AG

synopsis: Drooms, a provider of virtual data rooms, has agreed to acquire DealMarket, the World's #1 Private Equity & Deal Flow Management Platform. Since 2010 DealMarket has been helping over 15,000 investment professionals worldwide capture, manage, track and analyze their deal flow.
buyer: Drooms
Drooms is the leading provider of virtual data rooms in Europe. The specialized software facilitates highly secure access to confidential documents, as well as the ability to exchange them safely with third parties beyond company firewalls. "
target: DealMarket AG
DealMarket is the World's #1 Private Equity & Deal Flow Management Platform. Since 2010 DealMarket has been helping over 15,000 investment professionals worldwide capture, manage, track and analyze their deal flow.
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closed 3/2/2016 via PR Newswire

TradeWeb Group LLC, acquired CodeStreet LLC

synopsis: Tradeweb Markets, a leading builder and operator of global fixed income and derivatives marketplaces, announced that it has acquired CodeStreet LLC, a leader in data-driven trade identification and workflow management software development.
buyer parent: Thomson Reuters
buyer: TradeWeb Group LLC
Tradeweb Markets builds and operates many of the world's most efficient financial marketplaces, providing market participants greater efficiency in fixed income, derivatives and ETFs. Tradeweb pioneered straight-through-processing in fixed income and supports marketplaces. "
target: CodeStreet LLC
CodeStreet has delivered leading fixed income front-office solutions to enhance riskless and risk-reducing business for the world's largest global banks and regional dealer community. CodeStreet technology helps bank and broker dealers by identifying previously overlooked trading opportunities.
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closed 9/2/2015 via PR Newswire

SS&C Technologies, Inc., acquired Varden Technologies

synopsis: SS&C Technologies Holdings, Inc., a leading global provider of financial services software and software-enabled services, announced the acquisition of Varden Technologies, a leading provider of client and advisor communication solutions for investment firms.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C provides investment and financial software-enabled services and software focused on the financial services industry. Some 10,000 financial services organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services. "
target: Varden Technologies
Varden Technologies, Inc. is a privately-held, Boston-based, investment technology firm with two business lines: proprietary software and technical consultancy. Varden offers a platform called eReportal, which is an auditable and workflow-driven client communications system.
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closed 3/3/2015 via PR Newswire

Auction.com, acquired Channel Companes

synopsis: Auction.com, LLC, the nation's leading online real estate marketplace, announced its cash and stock acquisition of Channel, LLC, a Newport Beach, Calif.-based real estate technology solutions provider that offers a leading-edge real estate transaction platform with a proven ability to engage residential brokers and consumers.
buyer: Auction.com
Auction.com, LLC, is the nation's leading online real estate marketplace. Founded in 2007, the company has sold over $29 billion in residential and commercial real estate assets. "
target: Channel Companes
Channel is focused on developing high quality software products. Channel's platform enables real estate investment firms, financial institutions, asset management companies, and other service providers to efficiently manage and liquidate their real estate assets.
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announced 12/21/2012 via PR Newswire

Objectway Financial Software S.p.A, will acquire eXimius

synopsis: Objectway Financial Software S.p.A, a leading Italian software provider for financial institutions which is currently expanding in Europe, announced that it has signed a definitive agreement to acquire the eXimius business of Thomson Reuters. eXimius provides a private client wealth management platform.
buyer: Objectway Financial Software S.p.A
Objectway Financial Software S.p.A is a leader in software applications and technology services for financial markets and other corporates in Italy and Europe. The group consists of two companies: ObjectWay Financial Software SpA - the parent company - and ObjectWay iTec SpA. "
target parent: Thomson Reuters
target: eXimius
eXimius is a front-office investment, wealth, and relationship management workflow application. It provides an easy-to-use decision support platform for the efficient and effective management of client assets.
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closed 10/27/2014 via BusinessWire

Moody's Corporation, acquired Lewtan Technologies

synopsis: Moody’s Corporation announced that it has acquired Lewtan Technologies, a leading provider of analytical tools and data for the global structured finance market. Based in Waltham, Massachusetts, Lewtan provides solutions to issuers, investors, underwriters and others to administer, monitor and value securitized transactions.
buyer: Moody's Corporation (MCO:$5,371.00)
Moody's Corporation is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target parent: Daily Mail and General Trust plc
target: Lewtan Technologies
Lewtan is the leading provider of a wide range of content and technology-based solutions to members of the global asset-securitization industry. These include issuers, investors, underwriters, servicers, credit enhancers and rating agencies representing more than 300 institutions worldwide.
price ($mm)
rev ($mm)
$25
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
announced 2/11/2021 via BusinessWire

Moody's Corporation, will acquire Cortera, Inc.

synopsis: Moody’s Corporation, a global risk assessment firm, has entered into a definitive agreement to acquire Cortera, a leading provider of North American credit data and workflow solutions. The acquisition enhances Moody’s integrated risk assessment capabilities and significantly extends coverage in the small and medium enterprise (SME) segment.
buyer: Moody's Corporation (MCO:$5,371.00)
Moody’s is a global risk assessment firm that empowers organizations to make better decisions. Its data, analytical solutions and insights help decision-makers identify opportunities and manage the risks of doing business with others. "
target parent: Volition Capital LLC
target: Cortera, Inc.
Cortera is a leading provider of North American credit data and workflow solutions. Cortera maintains one of the most comprehensive databases of credit information, featuring data and analytics on over 36 million companies.
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closed 1/4/2021 via BusinessWire

Moody's Analytics, Inc., acquired Catylist

synopsis: Moody’s Corporation announced that it has acquired Catylist, Inc., a provider of commercial real estate (CRE) solutions for brokers. The acquisition advances Moody’s Analytics (MA) CRE platform, substantially enhancing its coverage of property-level data and expanding its range of analytical solutions to the broker market.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
target: Catylist
Catylist builds customized commercial real estate technology, tailored to local markets. They create customized listings and research databases that serve as the most trusted sources for CRE information in every market. The commercial listing products serve more than 50 markets in North America.
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closed 12/7/2020 via BusinessWire

Moody's Analytics, Inc., acquired ZM Financial Systems, Inc.

synopsis: Moody’s Corporation has acquired ZM Financial, a leading provider of risk and financial management software for the U.S. banking sector. The transaction advances Moody’s position as a leader in integrated risk assessment by broadening Moody’s Analytics’ suite of enterprise risk solutions, which help financial institutions make informed decisions.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
target: ZM Financial Systems, Inc.
ZM Financial Systems (ZMFS) is a leading provider of risk and financial management software for the U.S. banking sector. ZMFS’ product suite delivers key systems and services that banks and other financial institutions use to model and manage risk, and to make fundamental business decisions.
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closed 10/21/2020 via BusinessWire

Moody's Corporation, acquired Acquire Media Corporation

synopsis: Moody’s Corporation announced the acquisition of Acquire Media (AM), an aggregator and distributor of curated real-time news, multimedia, data, and alerts, from Naviga, Inc., a leading provider of content engagement solutions for the global media industry.
buyer: Moody's Corporation (MCO:$5,371.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target parent: Vista Equity Partners
target: Acquire Media Corporation
Acquire Media is an advanced technology company that delivers news and multimedia with guaranteed reliability in formats that make content instantly usable and searchable. The company provides syndication and content services to customers in news media, digital publishing and financial services.
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closed 3/2/2020 via BusinessWire

Moody's Corporation, acquired RBA International

synopsis: Moody’s Corporation announced that it has acquired RBA International (RBA), a leading provider of online retail bank training and certifications. Based in London, RBA offers training programs that cover the breadth and depth of skills and knowledge needed to prepare bankers for the evolving retail banking landscape.
buyer: Moody's Corporation (MCO:$5,371.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: RBA International
RBA International (RBA) is a leading provider of online retail bank training and certifications. Based in London, RBA offers training programs that cover the breadth and depth of skills and knowledge needed to prepare bankers for the evolving retail banking landscape.
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closed 2/13/2020 via Company Press Release

Moody's Corporation, acquired Regulatory DataCorp, Inc.

synopsis: Moody’s Corporation announced that it has completed its acquisition of Regulatory DataCorp (RDC), a leading provider of anti-money laundering (AML) and know-your-customer (KYC) data and due diligence services.
buyer: Moody's Corporation (MCO:$5,371.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target parent: Vista Equity Partners
target: Regulatory DataCorp, Inc.
RDC (Regulatory DataCorp) delivers powerful, decision-ready intelligence and world-class risk and compliance protection, allowing global organizations to identify suspect entities, strengthen fraud protection, ensure regulatory compliance, and protect their brand equity.
price ($mm)
$700
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closed 10/2/2019 via BusinessWire

Moody's Analytics, Inc., purchased ABS Suite from Deloitte LLP

synopsis: Moody’s Corporation has acquired ABS Suite, a software platform used by issuers and trustees for the administration of asset-backed and mortgage-backed securities programs, from Deloitte & Touche LLP. ABS Suite supports various securitized asset classes including credit cards, mortgages, auto loans and leases, mobile-device payment plans and more.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
seller: Deloitte LLP
Deloitte's ABS Suite is a software platform used by issuers and trustees for the administration of asset-backed and mortgage-backed securities programs. ABS Suite supports various securitized asset classes including credit cards, mortgages, auto loans and leases, mobile payment plans, and more.
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closed 7/25/2019 via BusinessWire

Moody's Corporation, acquired RiskFirst

synopsis: Moody’s Corporation has acquired UK-based RiskFirst, a financial technology company providing risk analytic solutions for the asset management and pension fund communities. RiskFirst’s PFaroe platform is a leading risk solution for U.S. and U.K. defined benefit pension markets, supporting over 3,000 plans and more than $1.4 trillion in assets.
buyer: Moody's Corporation (MCO:$5,371.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: RiskFirst
UK-based RiskFirst is a financial technology company providing modern technology solutions for Asset Owners, Consultants, Asset Managers, and Insurers. RiskFirst’s PFaroe DB uses modern technology to help the defined benefit (DB) pension industry improve the management of asset and liability risk.
price ($mm)
rev ($mm)
$21
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 7/24/2019 via BusinessWire

Moody's Corporation, acquired Four Twenty Seven, Inc.

synopsis: Moody’s Corporation, an American business and financial services company, announced that it has acquired a majority stake in Four Twenty Seven, Inc., a leading provider of data, intelligence, and analysis related to physical climate risks.
buyer: Moody's Corporation (MCO:$5,371.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: Four Twenty Seven, Inc.
Four Twenty Seven is an award-winning market research and advisory firm that brings climate intelligence into economic and financial decision-making.
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announced 7/17/2019 via Market Watch

Equistone Partners Europe, will acquire Moody's Analytics Knowledge Services

synopsis: Moody's Corp. has agreed to sell its Moody's Analytics Knowledge Services business to Equistone Partners Europe Ltd, a private-equity firm. Moody’s Analytics Knowledge Services is a leading provider of high-value research, analytics and business intelligence to the financial services sector. They are based in London, UK.
buyer: Equistone Partners Europe
Equistone Partners Europe is an independent investment firm that invests as a strategic partner alongside management teams. In each of their markets they look for strong businesses with the potential to grow, supported by their capital and guided by their experience. "
target parent: Moody's Corporation
target: Moody's Analytics Knowledge Services
Based in London, UK, Moody’s Analytics Knowledge Services is a leading provider of high-value research, analytics and business intelligence to the financial services sector.
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closed 4/15/2019 via BusinessWire

Moody's Corporation, acquired Vigeo Eiris

synopsis: Moody’s Corporation announced that it has acquired a majority stake in Vigeo Eiris, an independent international provider of environmental, social and governance (ESG) research and services for investors and public & private organizations. Vigeo Eiris is based in France, with operations all over the world.
buyer: Moody's Corporation (MCO:$5,371.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: Vigeo Eiris
Vigeo Eiris is an independent international provider of environmental, social and governance (ESG) research and services for investors and public & private organizations. Vigeo Eiris is based in France, with operations all over the world.
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announced 8/30/2018 via BusinessWire

Moody's Corporation, will acquire Reis, Inc.

synopsis: Moody’s Corporation is to acquire all outstanding shares of Reis, the nation's most trusted source for property and market intelligence, including vacancy rates, rent levels, cap rates, new construction, rent comparables, sales comparables, valuation estimates, and capital market trends.
buyer: Moody's Corporation (MCO:$5,371.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: Reis, Inc. (REIS:$48.12)
Reis is the nation's most trusted source for property and market intelligence, including vacancy rates, rent levels, cap rates, new construction, rent comparables, sales comparables, valuation estimates, and capital market trends.
price ($mm)[EV]
$275 [$259]
rev ($mm)
$48
EBITDA ($mm)
$7
EV / rev
5.5x
EV / EBITDA
37.8x
closed 8/20/2018 via BusinessWire

Moody's Corporation, acquired Omega Performance Corp.

synopsis: Moody’s Corporation announced that it has completed the acquisition of Omega Performance, a leading provider of online credit training. Founded in 1976 and based in Arlington, Virginia, Omega Performance is a business unit of TwentyEighty Inc.
buyer: Moody's Corporation (MCO:$5,371.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target parent: Providence Equity Partners Inc.
target: Omega Performance Corp.
Since 1976, Omega Performance has been the training partner of choice for financial service organizations worldwide, from community-based credit unions to international banks. They offer a wide range of online credit training courses to clients worldwide and serve more than 300 customers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/10/2017 via BusinessWire

Moody's Analytics, Inc., acquired Bureau van Dijk Electronic Publishing

synopsis: Moody’s Corporation, an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets, announced that it has completed its acquisition of Bureau van Dijk, a global provider of business intelligence and company information.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
target parent: EQT
target: Bureau van Dijk Electronic Publishing
Bureau van Dijk is a global provider of business intelligence and company information. They have information on over 220 million companies and cover all countries worldwide.
price ($mm)
$3,270
rev ($mm)
$281
EBITDA ($mm)
$144
EV / rev
11.6x
EV / EBITDA
22.7x
closed 2/15/2017 via BusinessWire

Moody's Analytics, Inc., purchased Structured Finance Data and Analytics Business from SCDM

synopsis: Moody’s Corporation announced that it has acquired the structured finance data and analytics business of SCDM, a provider of analytical tools for participants in securitization markets. SCDM provides risk management services for banks and insurance companies investing in credit. SCDM, based in Frankfurt, serves a primarily European client base.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
seller: SCDM
SCDM provides risk management services for banks and insurance companies investing in credit. Their business intelligence solution - ABSGate - is paired with the cash flow simulation engine - Cascade - one of the most advanced analytical platforms for structured credit investors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/1/2016 via BusinessWire

Moody's Analytics, Inc., acquired Axis Actuarial System

synopsis: Moody’s Corporation announced that it has acquired GGY, a leading provider of advanced actuarial software for the global life insurance industry. GGY’s AXIS Actuarial System is widely used by leading global life insurers, reinsurers and consultants.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
target: Axis Actuarial System
GGY’s Axis Actuarial System is widely used by leading global life insurers, reinsurers and consultants for pricing, reserving, ALM (asset liability management), financial modeling, capital calculations and hedging.
price ($mm)
rev ($mm)
$28
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 12/9/2015 via BusinessWire

Moody's Corporation, acquired BlackBox Logic

synopsis: Moody's Corporation, a provider of credit ratings, tools, analysis to global capital markets, announced that it has acquired the residential mortgage backed securities (RMBS) data and analytics assets of BlackBox Logic, a provider of RMBS loan-level data aggregation and processing services to residential mortgage and capital markets participants.
buyer: Moody's Corporation (MCO:$5,371.00)
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: BlackBox Logic
BlackBox Logic provides RMBS loan-level data aggregation and processing services to residential mortgage and capital markets participants including investors, dealers, and researchers. They deliver the most comprehensive residential mortgage data fast and customized to the client's environment.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 3/12/2015 via BusinessWire

Moody's Corporation, will acquire Equilibrium (Peru)

synopsis: Moody’s Corporation, an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets, announced that it has agreed to acquire Equilibrium, a leading provider of credit rating and research services in Peru and Latin America.
buyer: Moody's Corporation (MCO:$5,371.00)
Moody's Corporation is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: Equilibrium (Peru)
Equilibrium is a leading provider of credit rating and research services in Peru and other countries in Latin America. Based in Peru, Equilibrium has operated since 1996.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/27/2014 via BusinessWire

Moody's Corporation, acquired Lewtan Technologies

synopsis: Moody’s Corporation announced that it has acquired Lewtan Technologies, a leading provider of analytical tools and data for the global structured finance market. Based in Waltham, Massachusetts, Lewtan provides solutions to issuers, investors, underwriters and others to administer, monitor and value securitized transactions.
buyer: Moody's Corporation (MCO:$5,371.00)
Moody's Corporation is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target parent: Daily Mail and General Trust plc
target: Lewtan Technologies
Lewtan is the leading provider of a wide range of content and technology-based solutions to members of the global asset-securitization industry. These include issuers, investors, underwriters, servicers, credit enhancers and rating agencies representing more than 300 institutions worldwide.
price ($mm)
rev ($mm)
$25
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
announced 6/9/2014 via BusinessWire

Moody's Analytics, Inc., will acquire WebEquity Solutions

synopsis: Moody’s Analytics, a unit of Moody’s Corporation and a leading provider of research, data, analytic tools and related services, announced that it has agreed to acquire WebEquity Solutions, LLC., a leading provider of cloud-based loan origination solutions for financial institutions.
buyer parent: Moody's Corporation
buyer: Moody's Analytics, Inc.
Moody’s Analytics, a subsidiary of Moody's Corporation, is a leading provider of research, data, analytic tools and related services to debt capital markets and credit risk management professionals worldwide. "
target parent: Alpine Investors, LP
target: WebEquity Solutions
WebEquity Solutions™, LLC is the proven leader in on-demand lending software. With WebEquity, lenders gain the advantage of a single, hosted solution enabling them to reduce operational costs, streamline processes and make more uniform and profitable lending decisions.
price ($mm)
rev ($mm)
$15
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 2/21/2008 via BusinessWire

Oliver Wyman, acquired Celent

synopsis: Oliver Wyman, a leading international management consulting firm, announced today it has acquired Celent. Celent is a research and consulting firm focused on the global financial services industry. Celent’s operations will become a separate unit in Oliver Wyman’s financial services practice.
buyer parent: Marsh & McLennan Cos. Inc.
buyer: Oliver Wyman
With more than 2,500 professionals in over 40 cities around the globe, Oliver Wyman is the leading management consulting firm that combines deep industry knowledge with specialized expertise in strategy, operations, risk management, organizational transformation, and leadership development. "
target: Celent
Celent is an independent, self-financed, and profitable firm dedicated to providing unbiased information and advice to financial services firms. Celent's analyst team is organized by financial services industry vertical: Banking, Securities & Investments, as well as Insurance.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/12/2007 via BusinessWire

SunGard Data Systems Inc., acquired The ASTEC Group

synopsis: SunGard has acquired The ASTEC Group, a specialist research consultancy and provider of information products and analytics on securities finance. The acquisition, the terms of which were not disclosed, is not expected to have a material impact on SunGard’s financial results.
buyer: SunGard Data Systems Inc.
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. "
target: The ASTEC Group
The ASTEC Consulting Group, Inc., a research company, provides information and analysis on securities finance, secured lending, and transitional economies. The company offers market models and peer review tools to analyze risks, returns, fees, and service quality.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/1/2005 via PR Newswire

Standard & Poor's Financial Information Group, acquired Vista Research, Inc.

synopsis: Standard & Poor's, a division of The McGraw-Hill Companies, today announced that it has completed its previously announced acquisition of Vista Research, Inc., a leading provider of primary research. Terms were not disclosed.
buyer parent: The McGraw-Hill Companies, Inc.
buyer: Standard & Poor's Financial Information Group
Standard & Poor's, a division of The McGraw-Hill Companies, is the world's foremost provider of financial market intelligence, including independent credit ratings, indices, risk evaluation, investment research and data. "
target: Vista Research, Inc.
Vista Research, Inc. provides institutional money managers and hedge funds with access to a broad network of top-quality industry practitioners who share fresh, field-level insights with Vista's clients.
price ($mm)
$34
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/11/2021 via BusinessWire

Moody's Corporation, will acquire Cortera, Inc.

synopsis: Moody’s Corporation, a global risk assessment firm, has entered into a definitive agreement to acquire Cortera, a leading provider of North American credit data and workflow solutions. The acquisition enhances Moody’s integrated risk assessment capabilities and significantly extends coverage in the small and medium enterprise (SME) segment.
buyer: Moody's Corporation (MCO:$5,371.00)
Moody’s is a global risk assessment firm that empowers organizations to make better decisions. Its data, analytical solutions and insights help decision-makers identify opportunities and manage the risks of doing business with others. "
target parent: Volition Capital LLC
target: Cortera, Inc.
Cortera is a leading provider of North American credit data and workflow solutions. Cortera maintains one of the most comprehensive databases of credit information, featuring data and analytics on over 36 million companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/27/2020 via BNC Analysis

Paynet, acquired Ansonia

synopsis: Equifax, an American multinational consumer credit reporting agency has announced that the company has increased its leadership in commercial credit data solutions by acquiring Ansonia, a leading provider of business credit, collections, and account receivable (AR) data. Ansonia will be integrated into PayNet, an Equifax company.
buyer parent: Equifax, Inc.
buyer: Paynet
PayNet, an Equifax company, is the leading provider of credit ratings on small businesses enabling lenders to manage credit risk, grow earning assets and operate credit processes at a lower cost. "
target: Ansonia
Ansonia Credit Data (Ansonia) is a leading provider of business credit, collections, and account receivable (AR) data used by financial institutions and other creditors and businesses in the transportation and logistics industries.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/14/2018 via BusinessWire

Falfurrias Capital, acquired Tax Guard

synopsis: Falfurrias Capital Partners, a Charlotte-based private equity investment firm, has acquired Tax Guard, the leading provider of proprietary data and services that help lenders accurately assess tax-related credit risk associated with potential borrowers.
buyer: Falfurrias Capital
Falfurrias Capital Partners is a Charlotte-based private equity investment firm. The firm is focused on acquiring or investing in a diverse portfolio of growth-oriented middle-market companies. "
target: Tax Guard
Headquartered in Boulder, Colorado, Tax Guard is the leading provider of proprietary data and services that help lenders accurately assess tax-related credit risk associated with potential borrowers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/17/2019 via Market Watch

Equistone Partners Europe, will acquire Moody's Analytics Knowledge Services

synopsis: Moody's Corp. has agreed to sell its Moody's Analytics Knowledge Services business to Equistone Partners Europe Ltd, a private-equity firm. Moody’s Analytics Knowledge Services is a leading provider of high-value research, analytics and business intelligence to the financial services sector. They are based in London, UK.
buyer: Equistone Partners Europe
Equistone Partners Europe is an independent investment firm that invests as a strategic partner alongside management teams. In each of their markets they look for strong businesses with the potential to grow, supported by their capital and guided by their experience. "
target parent: Moody's Corporation
target: Moody's Analytics Knowledge Services
Based in London, UK, Moody’s Analytics Knowledge Services is a leading provider of high-value research, analytics and business intelligence to the financial services sector.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/6/2013 via PE Hub

Asset International, Inc., will acquire Investor Economics

synopsis: Asset International, which is backed by Austin Ventures, is buying Investor Economics. The deal is valued at $20 million to $25 million. Investor Economics, of Toronto, provides business intelligence data and research for Canadian banks, asset managers and brokerages.
buyer parent: Austin Ventures, L.P.
buyer: Asset International, Inc.
Asset International is a B2B information and technology company in the finance vertical which is transforming smaller traditional companies it has acquired into a high growth global business with a diverse set of new revenue streams: electronic data, tools, online media, research, and events. "
target: Investor Economics
Investor Economics is a research firm that specializes in the fact-based measurement and analysis of Canada’s retail financial services and wealth management industry.
price ($mm)
$20
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/15/2017 via GlobeNewswire

TransUnion LLC, acquired FactorTrust

synopsis: TransUnion announced the acquisition of FactorTrust, a provider of alternative credit data, analytics and risk scoring information that empowers lenders to make more informed decisions, and increases financial inclusion to a wider population of consumers.
buyer: TransUnion LLC (TRU:$2,696.90)
Transunion helps uncover unique stories, trends and insights behind each data point, using historical information as well as alternative data sources. This allows a variety of markets and businesses to better manage risk and consumers to better manage their credit, personal information and identity."
target: FactorTrust
Since 2006, FactorTrust has provided the alternative credit data, analytics and risk scoring information that lenders need to make informed decisions about the consumers they want.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/18/2018 via PR Newswire

Equifax, Inc., acquired DataX

synopsis: Equifax Inc, a global information solutions company, has acquired DataX, Ltd, a leading specialty finance credit reporting agency and alternative data provider to lenders nationwide. Through DataX, Equifax will help lenders expand credit access and broaden financial inclusion for more consumers, specifically in underbanked populations.
buyer: Equifax, Inc. (NYSE:EFX:$4,127.50)
Equifax is a global information solutions company that uses unique data, innovative analytics, technology and industry expertise to power organizations and individuals around the world by transforming knowledge into insights that help make more informed business and personal decisions. "
target: DataX
DataX is an industry leading Fair Credit Reporting Act (FCRA) regulated specialty finance credit reporting agency (CRA) and alternative data provider offering premier financial management solutions to businesses through a suite of advanced products.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/28/2012 via PR Newswire

Equifax, Inc., acquired CSC Credit Services

synopsis: Equifax Inc. completed the acquisition of of CSC Credit Services, Inc. CSC's credit services business provides consumer credit services and related information to banks, mortgage companies, retail establishments, the automotive industry, medical entities, utility companies and other users of financial and credit information.
buyer: Equifax, Inc. (NYSE:EFX:$4,127.50)
Equifax is a global leader in consumer and commercial information solutions, providing businesses of all sizes and consumers with information they can trust. Equifax organizes and assimilates data on more than 500 million consumers and 81 million businesses worldwide. "
target parent: Computer Sciences Corporation
target: CSC Credit Services
CSC Credit Services, Inc. operates as a consumer reporting agency in the Midwestern and Central United States. The company provides credit services, such as consumer assistance, mortgage, electronic billing, business client file transfers, and secure file delivery system.
price ($mm)
$1,000
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/1/2012 via BNC Analysis

Crisil Limited, will acquire Coalition Development Ltd

synopsis: Crisil has entered into an agreement to buy UK-headquartered Coalition Development Ltd. Coalition provides high-end analytics, mainly to leading global investment banks.
buyer parent: The McGraw-Hill Companies, Inc.
buyer: Crisil Limited
CRISIL is India's leading Ratings, Research, Risk and Policy Advisory Company. CRISIL's majority shareholder is Standard & Poor's. The company offers domestic and international customers a unique combination of local insights and global perspectives. "
target: Coalition Development Ltd
Coalition provides high-end analytics, mainly to leading global investment banks. At Coalition, they believe their fundamental mission is to enable and inform the strategic business development of the world’s most advanced commercial entities.
price ($mm)
$45
rev ($mm)
$12
EBITDA ($mm)
EV / rev
3.6x
EV / EBITDA
closed 4/5/2012 via BusinessWire

Envestnet, Inc., acquired Prima Capital Holding, Inc.

synopsis: Envestnet, Inc., announced the completion of its acquisition of Prima Capital Holding, Inc., a provider of investment manager due diligence, research applications, asset allocation modeling and multi-manager portfolios to the wealth management and retirement industries.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of technology-enabled wealth management solutions to financial advisors. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. "
target parent: Broadridge Financial Solutions, Inc.
target: Prima Capital Holding, Inc.
Prima Capital Holding, Inc. is a leading provider of due diligence, research applications, asset allocation modeling, and multi-manager portfolios to the wealth management and retirement industries.
price ($mm)
$14
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/21/2009 via Company Press Release

Guidepoint Global, LLC., acquired Vista Research, Inc.

synopsis: The McGraw-Hill Companies announced the sale of Vista Research Inc., to Guidepoint Global, LLC, a leading provider of primary research services to investors around the world.
buyer: Guidepoint Global, LLC.
Established in 2003 as Clinical Advisors, Guidepoint Global is a global consulting and research firm that delivers superior, customized expertise and research tools to professionals in finance, professional services and industry. "
target parent: The McGraw-Hill Companies, Inc.
target: Vista Research, Inc.
Vista Research, Inc. provides institutional money managers and hedge funds with access to a broad network of top-quality industry practitioners who share fresh, field-level insights with Vista's clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/14/2011 via Wall Street Journal

Moody's Corporation, acquired Copal Partners

synopsis: Moody's Corporation announced that it has acquired a majority stake in the companies of Copal Partners. Copal's companies are among the world's leading providers of outsourced research and analytical services to institutional customers. Services provided include due diligence support, industry and company analyses, and more.
buyer: Moody's Corporation (MCO:$5,371.00)
Moody's Corporation is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. "
target: Copal Partners
Copal Partners' companies are among the world's leading providers of outsourced research and analytical services to institutional customers. They provide a range of services to leading institutional investors, investment banks, private equity firms, hedge funds and corporations globally.
price ($mm)
rev ($mm)
$50
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
announced 10/27/2010 via BusinessWire

MF Global Holdings Ltd, will purchase Washington Research Group from Concept Capital

synopsis: Concept Capital, a leading institutional broker and total solutions provider for global investment managers, announced that it has entered into an agreement to sell its Washington D.C. based research division, the Washington Research Group, to MF Global Holdings Ltd.
buyer: MF Global Holdings Ltd (MF:$2,233.57)
MF Global provides a range of services and support for a diverse client base that includes institutions, corporations and government entities, introducing brokers and other industry professionals, and individual investors and traders. "
seller parent: Sanders Morris Harris Group Inc.
seller: Concept Capital
Washington Research Group is a 15-member policy analyst team providing institutional investors with insights about the impact of Washington policy on their investment decisions. The team's clients include the largest mutual funds and hedge funds in the country.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/10/2015 via BNC Analysis

Infonet Srl merged with Ribes S.p.A.,

synopsis: Ribes S.p.A., a company that provides business information to Italian banks, has merged with Infonet Srl, a company that provides information on the reliability of its economic counterparts in order to optimize protection from the credit risk of banks, companies and professionals.
buyer parent: Tecnoinvestimenti S.p.A
buyer: Ribes S.p.A.
Ribes S.p.A. provides business information to Italian banks. The company was founded in 1995 and is based in Milan, Italy. They assess the value of real estate collateral during the granting of a loan. "
target: Infonet Srl
Infonet is an innovative partner for over 15 years in the service sector of Business & Credit Information and provides information on the reliability of its economic counterparts in order to optimize protection from the credit risk of banks, companies and professionals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/22/2010 via PR Newswire

Irevna, acquired Pipal Research Corporation

synopsis: Irevna, a division of Standard & Poor's subsidiary, CRISIL, will be expanding its capabilities through the acquisition of Pipal Research Corporation, a leading analytical outsourcing company. The acquisition further cements Irevna's leadership position as a global provider of high-end research and analytical off-shoring services.
buyer parent: The McGraw-Hill Companies, Inc.
buyer: Irevna
Irevna is a leading high-end research and analytical services provider for investment banks, insurance companies, asset management firms and other financial institutions. "
target: Pipal Research Corporation
Pipal Research is a leading custom research firm delivering the highest quality financial and business research and quantitative analytics to organizations worldwide. Pipal brings value to its clients through high quality research and analysis that helps solve complex business problems.
price ($mm)
$13
rev ($mm)
$8
EBITDA ($mm)
EV / rev
1.6x
EV / EBITDA
closed 3/1/2006 via PR Newswire

Morningstar, Inc., acquired Ibbotson Associates

synopsis: Morningstar, Inc., a leading provider of independent investment research, today announced it has completed its previously announced acquisition of Ibbotson Associates, a leading provider of asset allocation research and services, for approximately $83 million in cash, subject to adjustments for working capital and other items.
buyer: Morningstar, Inc. (MORN:$1,244.10)
Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, and commodities, in addition to foreign exchange and Treasury markets. "
target: Ibbotson Associates
Ibbotson Associates was founded by Professor Roger Ibbotson in 1977. The company's business lines include investment advice; investment consulting and research; planning and analysis software; educational and marketing services; and a widely used line of NASD-reviewed presentation materials.
price ($mm)
$83
rev ($mm)
$42
EBITDA ($mm)
$3
EV / rev
2.0x
EV / EBITDA
24.4x
closed 5/17/2017 via GlobeNewswire

Coupa Software, acquired Riskopy, Inc.

synopsis: Coupa Software, a leader in cloud-based spend management, announced that it has acquired substantially all of the assets of Riskopy, Inc. Riskopy is changing how financial services are delivered by providing data-driven insights on 100 million businesses.
buyer: Coupa Software (COUP:$458.37)
Coupa Software is the cloud platform for business spend. They deliver “Value as a Service” by helping their customers maximize their spend under management, achieve significant cost savings and drive profitability. "
target: Riskopy, Inc.
Riskopy is changing how financial services are delivered by providing data-driven insights on 100 million businesses. Leveraging contextualized data, finance providers can accurately calculate the cost of capital, and monitor their portfolio for risks and opportunities.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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$74.33
EBITDA ($mm)
$14.44
EBIT ($mm)
$7.75
Net Income ($mm)
$4.94
Employees
590
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Ticker: BIT:TAS
 
 
 
 
 
 
 
 
TAS Group S.p.A
TAS Group S.p.A
TAS S.p.A. a leading company in Italy in the supply of software and services for banking and financial applications, with a presence in Europe, the US and Latin America. TAS is specialised in software solutions for electronic money, payment systems, capital markets and Extended Enterprise.
year
2020
rev ($mm)
$63.47
EBITDA ($mm)
$6.90
EBIT ($mm)
$7.21
Net Income ($mm)
$6.01
Employees
415
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Ticker: BSE:526881
 
 
 
 
 
 
 
 
63 Moons Technologies Limited
63 Moons Technologies Limited
63 moons technologies limited (formerly Financial Technologies (India) Ltd.) is a world leader in providing next-generation technology ventures, innovations, platforms, and solutions for creating digital markets and marketplaces that enable price discovery and transaction efficiencies.
year
2018
rev ($mm)
$46.17
EBITDA ($mm)
($7.75)
EBIT ($mm)
($11.94)
Net Income ($mm)
$1.73
Employees
3000
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Ticker: AIM:BRY
 
 
 
 
 
 
 
 
Brady plc
Brady plc
Brady plc is the leading provider of software solutions for global commodity trading. They offer a choice of trading and risk management applications designed to enable producers, financial organisations and trading companies to manage their commodity transactions in an integrated solution.
year
2017
rev ($mm)
$39.97
EBITDA ($mm)
($2.65)
EBIT ($mm)
($3.47)
Net Income ($mm)
Employees
253
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Ticker: ASX:HUB
 
 
 
 
 
 
 
 
Hub24 Pty. Ltd.
Hub24 Pty. Ltd.
HUB24's award-winning investment and superannuation platform offers a comprehensive range of investment options, including superior administration, transaction and reporting solutions, for individuals, companies, trusts, associations and self-managed super funds.
year
2016
rev ($mm)
$32.55
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
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Ticker: ATSE:PROF
 
 
 
 
 
 
 
 
Profile Systems & Software
Profile Systems & Software
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.
year
2020
rev ($mm)
$17.67
EBITDA ($mm)
$1.79
EBIT ($mm)
$2.07
Net Income ($mm)
$1.34
Employees
138
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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
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Ticker: SEHK:8018
 
 
 
 
 
 
 
 
Finsoft Financial Investment Holdings Limited
Finsoft Financial Investment Holdings is principally engaged in the provision of financial trading software solutions, provision of other internet financial platforms, provision of referral services, money lending business, securities investments and provision of corporate finance advisory services.
year
2015
rev ($mm)
$7.26
EBITDA ($mm)
$1.91
EBIT ($mm)
$1.77
Net Income ($mm)
$1.16
Employees
64
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Ticker: ASX:GMX
 
 
 
 
 
 
 
 
Chant West Holdings Limited
Chant West is an Australian research, data insights and technology company, providing a suite of sophisticated software and data analytics to super funds, financial advisers and individuals, so they can compare super and pension products on an ‘apples with apples’ basis.
year
2019
rev ($mm)
$6.18
EBITDA ($mm)
$0.25
EBIT ($mm)
$0.00
Net Income ($mm)
Employees
0
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Ticker: MCO
 
 
 
 
 
 
 
 
Moody's Corporation
Moody's Corporation
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets.
year
2020
rev ($mm)
$5,371.00
EBITDA ($mm)
$2,658.33
EBIT ($mm)
$2,441.00
Net Income ($mm)
$1,778.00
Employees
11400
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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
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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
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Ticker: TRI
 
 
 
 
 
 
 
 
Thomson Reuters
Thomson Reuters
Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. They combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial and risk, legal, tax and more.
year
2020
rev ($mm)
$5,921.00
EBITDA ($mm)
$1,321.00
EBIT ($mm)
$1,088.00
Net Income ($mm)
$1,599.00
Employees
24400
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Ticker: JRJC
 
 
 
 
 
 
 
 
China Finance Online Co.
China Finance Online Co.
China Finance Online Co. Limited specializes in providing online financial and listed company data and information in China. Through its website the company offers subscription-based service packages that integrate financial and listed company data and information from multiple sources.
year
2015
rev ($mm)
$92.55
EBITDA ($mm)
$10.02
EBIT ($mm)
$8.19
Net Income ($mm)
$16.09
Employees
1500
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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
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Ticker: NasdaqGM:COGT
 
 
 
 
 
 
 
 
Cogint, Inc.
Cogint, Inc.
Cogint is a data and analytics company providing cloud-based, mission-critical information and performance marketing solutions to enterprises in a variety of industries. They transform data into intelligence utilizing their proprietary technology platforms to solve complex problems for clients.
year
2017
rev ($mm)
$210.16
EBITDA ($mm)
($14.55)
EBIT ($mm)
($28.45)
Net Income ($mm)
Employees
200
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Ticker: NasdaqGS:VRSK
 
 
 
 
 
 
 
 
Verisk Analytics, Inc.
Verisk Analytics, Inc.
Verisk Analytics is a leading data analytics provider serving customers in insurance, natural resources, and financial services. Using advanced technologies to collect and analyze billions of records, Verisk Analytics provides first-to-market innovations that are integrated into customer workflows.
year
2020
rev ($mm)
$2,784.60
EBITDA ($mm)
$1,258.40
EBIT ($mm)
$1,020.90
Net Income ($mm)
$712.70
Employees
8960
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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
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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
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Ticker: TSE:4483
 
 
 
 
 
 
 
 
JMDC Inc.
JMDC Inc.
JMDC Inc. offers information services. The Company provides medical data statistics, life insurance data statistics, health data platform management, and other services. JMDC provides its services throughout Japan.
year
2019
rev ($mm)
$91.75
EBITDA ($mm)
EBIT ($mm)
$13.68
Net Income ($mm)
$9.40
Employees
441
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Ticker: LSE:ERM
 
 
 
 
 
 
 
 
Euromoney Institutional Investor PLC
Euromoney Institutional Investor PLC
Euromoney Institutional Investor PLC is an international business-information group with more than 2,000 employees worldwide and a portfolio of over 30 businesses spanning price reporting, investment research, news and market analysis, and industry forums, institutes and events.
year
2021
rev ($mm)
$430.13
EBITDA ($mm)
$82.82
EBIT ($mm)
$45.09
Net Income ($mm)
Employees
2420
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Ticker: XTRA:G6P
 
 
 
 
 
 
 
 
Going Public Media
Going Public Media
Going Public Media AG engages in the publishing and distribution of newspapers and magazines. It specializes in the publications on venture capital, private equity, corporate finance, and small and medium capital research. The company was founded in 1998 and is based in Wolfratshausen, Germany.
year
2015
rev ($mm)
$2.97
EBITDA ($mm)
$0.21
EBIT ($mm)
$0.09
Net Income ($mm)
$0.14
Employees
23
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