Like AMfine Services and Software

closed 6/2/2015 via BNC Analysis

BlackFin Capital Partners, acquired AMfine Services and Software

synopsis: BlackFin Capital Partners, a private equity firm specialized in the financial services sector, acquires a majority stake in AMfine, a software provider dedicated to the asset management industry. AMfine allows asset management companies to remain fully compliant with the lastest regulatory guidelines, and to decrease back-office costs.
buyer: BlackFin Capital Partners
BlackFin Capital Partners is authorized by the Autorité des Marchés Financiers (AMF) to engage in private equity activities and the management of private equity funds (FCPRs) on behalf of qualified institutional investors. "
target: AMfine Services and Software
AMfine Services & Software is a software provider dedicated to the asset management industry, AMfine’s software solutions allow asset management companies to automate the production and distribution of regulatory, tax and financial reporting for investors, tax agencies, and supervisory authorities.
price ($mm)
rev ($mm)
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announced 9/23/2020 via GlobeNewswire

MarketAxess Holdings, Inc., will purchase Regulatory Reporting Hub from Deutsche Börse Group

synopsis: MarketAxess, the operator of a leading electronic trading platform for fixed-income securities, and the provider of market data and post-trade services for the global fixed-income markets, has entered into an agreement to acquire the Regulatory Reporting Hub, the regulatory reporting business of Deutsche Börse Group.
buyer: MarketAxess Holdings, Inc. (MKTX:$615.14)
MarketAxess operates a leading, institutional electronic trading platform delivering expanded liquidity opportunities, improved execution quality and significant cost savings across global fixed-income markets. "
seller: Deutsche Börse Group (XTRA:DB1:$4,215.07)
The acquisition includes the Regulatory Reporting Hub, the regulatory reporting business of Deutsche Börse Group. The Regulatory Reporting Hub is a pan-European reporting and compliance platform that enables buy- and sell-side clients to meet regulatory and transparency requirements across multiple
price ($mm)
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closed 12/11/2019 via PR Newswire

Invesco Ltd., acquired RedBlack Software, LLC

synopsis: Invesco Ltd., a global independent investment management firm, has acquired RedBlack, a market leader in portfolio rebalancing and trading technology. With the acquisition, Invesco expands its digital wealth business supporting advisors, end-investors, and financial institutions with industry-leading tools, resources, and investment capabilities.
buyer: Invesco Ltd. (IVZ:$5,630.50)
Invesco is a global independent investment management firm dedicated to helping investors worldwide achieve their financial objectives. Invesco's distinctive investment teams deliver a comprehensive range of active, passive, and alternative investment capabilities. "
target: RedBlack Software, LLC
RedBlack provides investment professionals with the rebalancing, order management, and trading solutions required to manage complex portfolios. RedBlack offers intuitive software, personalized training, and dedicated support to deliver an immediate return on investment.
price ($mm)
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closed 7/31/2019 via Company Press Release

Dynamo Software, acquired Communica

synopsis: Dynamo Software has acquired Communica, the products subsidiary of Digiterre. Communica provides CRM, investor servicing and compliance software for some of the largest and high-profile hedge funds, private equity firms, prime brokers and fund administrators worldwide.
buyer parent: Francisco Partners Management LLC
buyer: Dynamo Software
Dynamo Software has provided premium industry-specific, configurable investment management and reporting software for the global alternative assets industry since 1998, including fund administrators, endowments, pension funds, foundations, private equity and more. "
target parent: Digiterre Ltd.
target: Communica
Communica has been a significant force in the alternative investments sector since 2005, providing CRM, investor servicing and compliance software for some of the largest and high-profile hedge funds, private equity firms, prime brokers and fund administrators worldwide.
price ($mm)
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announced 7/17/2019 via PR Newswire

Croesus Finasoft, Inc., will acquire softTarget

synopsis: Croesus, Canada's leading portfolio management solutions provider has announced that it has entered into an agreement to acquire softTarget, Montreal-based firm specializing in end-to-end portfolio rebalancing through its iBalance software.
buyer: Croesus Finasoft, Inc.
Headquartered in Canada, Croesus is a FinTech offering cutting-edge, easy to use, and highly secure wealth management solutions. They draw on expertise and know-how to provide products and services tailored to the needs of the financial services industry. "
target: softTarget
Headquartered in Canada, softTarget has evolved with artificial intelligence to become an intuitive, leading edge, virtual assistant. Their software iBalance continues to evolve as they incorporate new industry practices and investment management methodologies, as well as the feedback from clients.
price ($mm)
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announced 4/10/2019 via Company Press Release

Torstone Technology Ltd, will acquire Percentile

synopsis: Torstone Technology, a leading global provider of post-trade securities and derivatives processing technology, will acquire Percentile, a provider of cloud-based risk and compliance technology to global financial markets. Percentile boosts the performance of risk calculations and provides consistent and centralised access to all risk exposures.
buyer: Torstone Technology Ltd
Torstone is a leading global provider of cross-asset securities and derivatives post-trade processing technology. Torstone’s cloud-based Inferno platform is fast, flexible and future-proof. It enables global financial firms to reduce their costs, achieve greater control, and minimise risk. "
target: Percentile
Percentile is a provider of real-time, cloud-based risk and compliance technology to global financial markets. Percentile’s flagship product, RiskMine, drives alignment between trading desks and risk management and delivers confidence with unprecedented levels of transparency and governance.
price ($mm)
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announced 12/20/2018 via Company Press Release

Gryphon Investors, will acquire RegEd, Inc.

synopsis: Gryphon Investors, a San Francisco-based middle-market private equity firm, announced that it has signed a definitive agreement to acquire RegEd, Inc., the leading provider of compliance and regulatory management services for insurance companies, broker-dealers, banks, and other financial services companies.
buyer: Gryphon Investors
Based in San Francisco, Gryphon Investors is a leading private equity firm focused on profitably growing and competitively enhancing middle-market companies in partnership with experienced management teams. "
target parent: Falfurrias Capital
target: RegEd, Inc.
Founded in 2000 and headquartered in Raleigh, North Carolina, RegEd provides SaaS-based enterprise solutions through a suite of over 25 separate software modules to more than 200 blue-chip customers, including 80% of the top 25 financial services firms.
price ($mm)
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closed 7/18/2018 via BNC Analysis

Prime Trust, acquired FundAmerica Technologies

synopsis: Prime Trust has just purchased crowdfunding regtech specialist FundAmerica. FundAmerica provides SaaS tools and technology to a variety of issuers, broker-dealers, investment advisers, financial institutions and other entities. FundAmerica builds SEC-compliant solutions for technology-based securities offerings.
buyer: Prime Trust
Prime Trust is a blockchain-driven trust company that sees itself disrupting the traditional trust industry in the same way PayPal disrupted merchant processing. The firm serves as a custodian and trustee for personal and corporate trusts, as well as for crowdfunding platforms. "
target: FundAmerica Technologies
FundAmerica provides SaaS tools and technology to a variety of issuers, broker-dealers, investment advisers, financial institutions and other entities. FundAmerica builds SEC-compliant solutions for technology-based securities offerings.
price ($mm)
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closed 4/25/2018 via Company Press Release

CAD IT S.p.A., acquired Desarrollo de Productos Informáticos S.A.

synopsis: CAD IT, a leader in the Italian financial software market, has acquired a 74.5% stake in Desarrollo de Productos Informáticos S.A. (DPI), a leading provider of software solutions to financial companies in Spain. DPI offers wealth management and investment management solutions to banks, insurance companies, and other financial companies.
buyer: CAD IT S.p.A. (BIT:CAD:$74.33)
CAD IT is a dynamic Italian technology company with a leading position in financial services software. Area Finanza, their flagship product, is a securities trading and post-trading process management system. CAD IT customers includes Banks, Insurances, Funds, Brokers, Enterprises, and more. "
target: Desarrollo de Productos Informáticos S.A.
Founded in 1991, Desarrollo de Productos Informáticos S.A. (DPI) is a leading provider of software solutions to financial companies in Spain. DPI offers wealth management and investment management solutions to banks, insurance companies, investment institutions, and other financial companies.
price ($mm)
$4.63*
rev ($mm)
$4
EBITDA ($mm)
EV / rev
1.5x
EV / EBITDA
closed 4/13/2018 via Company Press Release

ESW Capital, LLC, acquired Firm58

synopsis: ESW Capital, LLC, announced that it has acquired Firm58, one of the most respected names in trading firm and broker dealer back-office automation solutions. Firm58 provides growth-conscious capital markets firms a suite of powerful, web-based automation technologies that improve post-trade processes and increase efficiency.
buyer: ESW Capital, LLC
Based in Austin, Texas, Enterprise Software (ESW) Capital has honed a finely-tuned methodology focused on buying, strengthening, and growing mature business software companies. ESW and its affiliated companies have been in the enterprise software space since 1988. "
target: Firm58
Firm58 simplifies trade operations for capital markets firms. Their web-based financial management software manages the processes associated with fees, commissions and payouts. They offer solutions for billing, profit/expense analysis, commission sharing arrangements and compliance & surveillance.
price ($mm)
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closed 4/5/2018 via BusinessWire

ACA Compliance Group, acquired Cordium

synopsis: ACA Compliance Group, a leading provider of risk management and technology solutions that focus on regulatory compliance, performance, financial crime, and cybersecurity, announced that it has acquired Cordium, a leading provider of governance, risk and compliance services to the asset management and securities industry.
buyer parent: Starr Companies
buyer: ACA Compliance Group
ACA Compliance Group is a leading provider of risk management and technology solutions that focus on regulatory compliance, performance, financial crime, and cybersecurity. "
target: Cordium
Cordium is a leading provider of governance, risk and compliance services to the asset management and securities industry.
price ($mm)
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announced 6/27/2017 via BusinessWire

BlackRock, Inc., will acquire Cachematrix Holdings LLC

synopsis: BlackRock, Inc. has entered into a definitive agreement to acquire Cachematrix, a leading provider of financial technology which simplifies the cash management process for banks and their corporate clients in a streamlined, open-architecture platform.
buyer: BlackRock, Inc. (BLK:$13,880.00)
BlackRock is a global leader in investment management, risk management and advisory services for institutional & retail clients. BlackRock helps clients meet their goals with a range of products that include separate accounts, mutual funds, exchange-traded funds, & other pooled investment vehicles. "
target: Cachematrix Holdings LLC
Cachematrix is a leading provider of financial technology which simplifies the cash management process for banks and their corporate clients in a streamlined, open-architecture platform. Cachematrix supports approximately $200 billion in client assets.
price ($mm)
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closed 4/11/2017 via BusinessWire

Anju Software, acquired OpenQ

synopsis: Anju Software Inc., a life sciences software platform focused on delivering exceptional business application solutions with outstanding customer support, acquired OpenQ, a leading provider of Key Opinion Leader (KOL) data base and software solutions to manage KOLs. OpenQ has the largest suite of compliance solutions for regulated industries.
buyer: Anju Software
Anju Software is a life sciences software platform focused on delivering exceptional business application solutions with outstanding customer support. Anju was founded by a group of operating and investment professionals with deep domain expertise in the enterprise software sector. "
target: OpenQ
OpenQ enables social and mobile collaboration to create competitive advantage while overcoming compliance and exposure risks. OpenQ is a cloud-based technology and validated-data provider with the largest suite of life sciences- and healthcare-based compliance solutions on the market.
price ($mm)
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closed 11/24/2016 via Company Press Release

Allocare AG, acquired Allocare AG

synopsis: Allocare, a leading producer of asset management software in the German-speaking countries, is undergoing a management buyout led by CEO Peter Staub and Co-Founder Jakob Kamm. The company's headquarters is located Altishofen with an additional office in Zurich.
buyer: Allocare AG
Allocare AG is a leading Swiss asset management software provider. It offers Allocare AMS, an asset management suite for portfolio/custody account management, investment/securities management, portfolio valuation/analysis/monitoring, compliance, and reporting. "
target parent: State Street Corporation
target: Allocare AG
Allocare AG is a leading Swiss asset management software provider. It offers Allocare AMS, an asset management suite for portfolio/custody account management, investment/securities management, portfolio valuation/analysis/monitoring, compliance, and reporting.
price ($mm)
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closed 11/11/2015 via PR Newswire

Broadridge Financial Solutions, Inc., acquired QED Financial Systems

synopsis: Broadridge Financial Solutions, Inc., the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers, has acquired QED Financial Systems, Inc. QED provides software-based investment accounting solutions, data management, and outsourced investment accounting services.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
target: QED Financial Systems
QED Financial Systems, Inc. has been the innovator in investment management solutions for capital markets. The QED platform, available as a service, integrates financial data management, portfolio accounting and reporting to drive operational efficiency and enhance information utilization.
price ($mm)
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closed 10/29/2015 via BNC Analysis

PwC, acquired Kusiri

synopsis: PWC, a company that is committed to delivering quality in assurance, tax and advisory services, has acquired the assets of Kusiri, a technology start-up which provides a forensic data search platform used to discover fraud and for compliance screening.
buyer: PwC
PwC helps organizations and individuals create the value they’re looking for. They are a member of the PwC network of firms in 157 countries with more than 184,000 people. They are committed to delivering quality in assurance, tax and advisory services. "
target: Kusiri
Kusiri is a technology start-up which provides a forensic data search platform used to discover fraud and for compliance screening. Their scalable service is designed to augment and amplify search by providing, in real-time, deeper, faster access to data and advanced data monitoring.
price ($mm)
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closed 10/1/2015 via BusinessWire

Markit Group Ltd., acquired CoreOne Technologies

synopsis: Markit, a provider of financial information services, announced the completion of its acquisition of CoreOne Technologies, a global leading provider of regulatory reporting, index management, data management and prime brokerage services to financial institutions.
buyer: Markit Group Ltd. (MRKT:$1,129.70)
Markit is a leading global diversified provider of financial information services. They provide products that enhance transparency, reduce risk and improve operational efficiency. Their customers include banks, central banks, regulators, auditors, fund administrators and insurance companies. "
target parent: Symphony Technology Group
target: CoreOne Technologies
CoreOne Technologies is a leading provider of regulatory reporting, index management, data management and prime brokerage services to financial institutions. CoreOne delivers proven capabilities in a hosted fashion, through its cutting-edge services RegOne, DeltaOne, VistaOne and PrimeOne.
price ($mm)
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announced 11/3/2014 via Company Press Release

AIM Software, will acquire Joss Technology, Inc.

synopsis: AIM Software, the leading provider of data management products to the financial industry, announced that it has reached an agreement to acquire US-based Joss Technology, an innovative solutions provider tackling the growing volume and complexity of information related to legal entities.
buyer: AIM Software
AIM Software is a leading independent provider of enterprise data management solutions for the securities and investment industry since 1999. Solutions include software for reference data management, financial instrument pricing, legal entities data and corporate actions data. "
target: Joss Technology, Inc.
Joss Technology is a financial software provider focused on entity data management. Financial institutions need to have a clear understanding of the entities they interact with and are exposed to (counterparties, clients, custodians, issuers).
price ($mm)
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closed 1/13/2014 via Company Press Release

Deutsche Börse Group, acquired Impendium Systems

synopsis: Deutsche Börse Market Data + Services has acquired Impendium Systems, a London-based firm that deploys cloud-based software solutions to help customers’ achieve regulatory compliance in Europe, North America and Asia-Pacific.
buyer: Deutsche Börse Group (XTRA:DB1:$4,215.07)
Deutsche Börse is a data and technology service provider for the securities industry with a product and service offering for issuers, investors, intermediaries and data vendors. The Group covers the entire value chain from trading, through clearing, to settlement and securities custody. "
target: Impendium Systems
Impendium Systems is an enterprise software company operating globally that provides Regulatory Applications to financial and non-financial organizations throughout the world.
price ($mm)
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closed 10/30/2013 via PR Newswire

Delta Data Software, purchased 22c2 Services from SunGard Data Systems Inc.

synopsis: Delta Data Software, Inc., a provider of software solutions, announces that it has completed the acquisition of the 22c2 Services solution of SunGard Data Systems Inc., a leading global software and technology services company.
buyer: Delta Data Software
Delta Data is focused on solving complex challenges in the financial services industry with a 28-year legacy of delivering expertise and proven software solutions and services by handling daily processing and data management complexities for mutual funds and other pooled investment products. "
seller: SunGard Data Systems Inc.
SunGard Data Systems' SunGard Global Network 22c-2 Services provide an organization with a complete solution for managing the regulatory requirements of Rule 22c-2. Delivered over a single, web-based interface, SGN's 22c-2 Services combine secure data storage, analytics and administrative tools.
price ($mm)
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closed 6/2/2015 via BNC Analysis

BlackFin Capital Partners, acquired AMfine Services and Software

synopsis: BlackFin Capital Partners, a private equity firm specialized in the financial services sector, acquires a majority stake in AMfine, a software provider dedicated to the asset management industry. AMfine allows asset management companies to remain fully compliant with the lastest regulatory guidelines, and to decrease back-office costs.
buyer: BlackFin Capital Partners
BlackFin Capital Partners is authorized by the Autorité des Marchés Financiers (AMF) to engage in private equity activities and the management of private equity funds (FCPRs) on behalf of qualified institutional investors. "
target: AMfine Services and Software
AMfine Services & Software is a software provider dedicated to the asset management industry, AMfine’s software solutions allow asset management companies to automate the production and distribution of regulatory, tax and financial reporting for investors, tax agencies, and supervisory authorities.
price ($mm)
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closed 2/19/2020 via BNC Analysis

Consultim Groupe, acquired Finple

synopsis: Consultim Groupe, an independent distribution platform of managed properties for retail investors in France, has acquired a majority stake in Finple, a French crowdfunding platform for enterprises. Finple brings together talented entrepreneurs and committed investors to fund projects that positively impact society.
buyer parent: BlackFin Capital Partners
buyer: Consultim Groupe
Consultim Groupe is an independent distribution platform of managed properties for retail investors in France. Consultim covers the full investment scope, from referencing to distribution through its commercial brands Cerenicimo, LB2S and VP2. "
target: Finple
Finple is a French crowdfunding platform for enterprises. Finple brings together talented entrepreneurs and committed investors to fund projects that positively impact society. The platform enables entrepreneurs and SMEs to raise the funds they need to grow their business.
price ($mm)
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announced 5/7/2018 via Company Press Release

Bpifrance, Cathay Capital Private Equity, will acquire NeoXam

synopsis: Cathay Capital and Bpifrance announced that they have signed an agreement to acquire a majority stake in global financial software company NeoXam from BlackFin Capital Partners. NeoXam is a global financial software company specializing in solutions and services for the buy-side and sell-side.
buyer: Cathay Capital Private Equity
buyer: Bpifrance
A consortium of Cathay Capital & Bpifrance . Cathay Capital is a leading international private equity firm in the field of cross-border investment and Bpifrance is a public investment bank. "
target parent: BlackFin Capital Partners
target: NeoXam
NeoXam is a global financial software company that deliver reliable and scalable solutions, processing more than $15 trillion worth of assets per day and serving over 10,000 users. NeoXam helps buy- and sell-side clients address the continuous changes in the financial industry.
price ($mm)
rev ($mm)
$75
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
announced 2/22/2018 via BusinessWire

Eli Global, LLC, will acquire finanzen.de

synopsis: Eli Global LLC, a federation of independent portfolios, announced that an affiliate has entered into a definitive agreement to acquire finanzen.de AG and its subsidiaries from Blackfin Capital Partners. Based in Germany, finanzen.de is the leading European online marketplace for retail customer leads in the finance and insurance sectors.
buyer: Eli Global, LLC
Eli is a federation of independent portfolios. Eli’s portfolios operate in over 15 industries across the world, including healthcare, technology, insurance and financial services. Eli acquires for the long term, and continues to invest globally in stable and growing companies and their teams. "
target parent: BlackFin Capital Partners
target: finanzen.de
Germany-based finanzen.de is the No.1 European B2B digital marketplace for insurance and finance customers. Its sophisticated technology-enabled marketplace procures about one million online generated leads per year to more than 6,000 insurance experts and financial consultants.
price ($mm)
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announced 7/6/2017 via Company Press Release

BlackFin Capital Partners, will acquire Buckaroo

synopsis: BlackFin Capital Partners has entered into an agreement with Intrum Justitia to acquire 100% of the shares in Buckaroo BV. Buckaroo is a leading and multiple award winning Dutch payment service provider servicing over 5000 merchants.
buyer: BlackFin Capital Partners
BlackFin Capital Partners is a private equity firm specialized in the financial services & fintech sector. The firm’s strategy focuses primarily on asset-light businesses in the financial services sector across continental Europe. BlackFin operates as an active and influential investor. "
target parent: Intrum Justitia
target: Buckaroo
Buckaroo is a leading and multiple award winning Dutch payment service provider servicing over 5000 merchants. Many corporates and medium-sized companies use Buckaroo to facilitate their growth in business in ecommerce, mobile business or offline business.
price ($mm)
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closed 9/14/2015 via BNC Analysis

BlackFin Capital Partners, acquired Group Santiane

synopsis: BlackFin Capital has acquired Group Santiane. Founded in 2006, Group Santiane provides online health insurance broker services. It offers online and transparent rates to better mutual insurance companies through a fast comparator that is simple to use.
buyer: BlackFin Capital Partners
BlackFin Capital Partners is authorized by the Autorité des Marchés Financiers (AMF) to engage in private equity activities and the management of private equity funds (FCPRs) on behalf of qualified institutional investors. "
target: Group Santiane
Santiane offers online and transparent rates to better mutual insurance companies through a fast comparator that is simple to use. They have developed an efficient comparison that offers a simplified view of different formulas, but also a detailed overview of the benefits and corresponding prices.
price ($mm)
rev ($mm)
$51
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 6/3/2015 via BNC Analysis

NeoXam, acquired SmartCo

synopsis: NeoXam, a leading provider of investment management software and services, has acquired SmartCo, an innovative enterprise data management software company, advancing NeoXam’s strategy to deliver cost effective, highly configurable solutions to the global asset management community.
buyer parent: BlackFin Capital Partners
buyer: NeoXam
NeoXam provides front, middle and back-office solutions to the asset management industry. Benefiting from more than 25 years of experience, NeoXam enables clients to achieve new experience in asset management. "
target: SmartCo
SmartCo provides a global data management solution that covers most of the data area, including market data, corporate actions, indexes and benchmarks, third parties, funds and mandates, financial analysis, etc., as well as operational data for positions and transactions.
price ($mm)
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closed 6/2/2015 via BNC Analysis

BlackFin Capital Partners, acquired AMfine Services and Software

synopsis: BlackFin Capital Partners, a private equity firm specialized in the financial services sector, acquires a majority stake in AMfine, a software provider dedicated to the asset management industry. AMfine allows asset management companies to remain fully compliant with the lastest regulatory guidelines, and to decrease back-office costs.
buyer: BlackFin Capital Partners
BlackFin Capital Partners is authorized by the Autorité des Marchés Financiers (AMF) to engage in private equity activities and the management of private equity funds (FCPRs) on behalf of qualified institutional investors. "
target: AMfine Services and Software
AMfine Services & Software is a software provider dedicated to the asset management industry, AMfine’s software solutions allow asset management companies to automate the production and distribution of regulatory, tax and financial reporting for investors, tax agencies, and supervisory authorities.
price ($mm)
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closed 4/23/2015 via BNC Analysis

NeoXam, acquired Nexfi SAS

synopsis: NeoXam, a company that provides front, middle and back-office solutions to the asset management industry, announces the acquisition of Nexfi, a software provider specialized in complex fund management.
buyer parent: BlackFin Capital Partners
buyer: NeoXam
NeoXam provides front, middle and back-office solutions to the asset management industry. Benefiting from more than 25 years of experience, NeoXam enables clients to achieve new experience in asset management. "
target: Nexfi SAS
Nexfi SAS, a software editing company, provides solutions for professional investors. It offers Tracker PM, an integrated software package and portfolio management system that covers all the functions required by managers, risk controllers, and middle officers.
price ($mm)
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closed 2/19/2014 via BNC Analysis

BlackFin Capital Partners, acquired GP3 and Decalog

synopsis: Private equity firm BlackFin has acquired GP3 and Decalog, two software solutions providers dedicated to the asset management and asset servicing industry, from SunGard. GP3 is a fund accounting, valuation and reporting software and Decalog is a middle-office, front-office and compliance software.
buyer: BlackFin Capital Partners
BlackFin Capital Partners is authorized by the Autorité des Marchés Financiers (AMF) to engage in private equity activities and the management of private equity funds (FCPRs) on behalf of qualified institutional investors. "
target parent: SunGard Data Systems Inc.
target: GP3 and Decalog
GP3 is a fund accounting, valuation and reporting software and Decalog is a middle-office, front-office and compliance software. They are both used by the asset management and asset servicing industry.
price ($mm)
rev ($mm)
$50
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 11/13/2013 via PE Hub

BlackFin Capital Partners, acquired Hyperassur

synopsis: BlackFin Capital Partners has acquired HyperAssur. Hyperassur is a comparison site that specializes in insurance products for the general public. HyperAssur offers internet users a large range of insurance policies at the best price.
buyer: BlackFin Capital Partners
BlackFin Capital Partners is authorized by the Autorité des Marchés Financiers (AMF) to engage in private equity activities and the management of private equity funds (FCPRs) on behalf of qualified institutional investors. "
target: Hyperassur
Hyperassur is a comparison site that specializes in insurance products for the general public. HyperAssur offers internet users a large range of insurance policies at the best price.
price ($mm)
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closed 1/30/2017 via BNC Analysis

Technische Werke Ludwigshafen AG, acquired WEBfactory GmbH

synopsis: Fidura Private Equity Fonds has sold their majority stake in the software company WEBfactory GmbH in Buchen (Odenwald) successfully to Technische Werke Ludwigshafen AG (TWL). WEBFactory provides standard software for the surveillance and control of machines and industrial systems and for the online analysis and assessment of production data.
buyer: Technische Werke Ludwigshafen AG
Technische Werke Ludwigshafen AG (TWL) is a local utility company based in Ludwigshafen am Rhein, Germany. TWL has for over 100 years supplied the city of Ludwigshafen with electricity, gas, refrigeration, water and district heating. "
target parent: Fidura Private Equity Fonds
target: WEBfactory GmbH
WEBfactory GmbH, headquartered in Baden-Württemberg, Buchen, provides standard software for the surveillance and control of machines and industrial systems and for the online analysis and assessment of production data.
price ($mm)
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closed 11/28/2016 via Market Wire

N. Harris Computer Corporation, acquired iMDsoft

synopsis: Constellation Software Inc., announced its wholly-owned subsidiary N. Harris Computer Corporation has acquired all of the shares of I.M.D. Soft Limited a leading international clinical information systems software provider.
buyer parent: Constellation Software, Inc.
buyer: N. Harris Computer Corporation
Harris has focused on providing feature-rich and robust turnkey solutions to Public Sector, Schools, Utility, and Health Care agencies throughout North America. Harris’ focus is on creating long-term relationships with its customers and ensuring that it meets the changing needs of its customers. "
target parent: TPG Capital
target: iMDsoft
iMDsoft is a leading provider of proven clinical information systems worldwide. The Company’s products are designed to enhance quality of care for critically ill patients and improve financial performance for healthcare providers.
price ($mm)
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closed 7/9/2012 via PR Newswire

MetrixLab, acquired MarketTools Inc.

synopsis: MetrixLab, a global provider of online consumer research services, announced that it has acquired MarketTools Research Solutions Inc., a leader in services and software for market research, from TPG Growth. MarketTools is known for pioneering some of the first research technologies on the Internet.
buyer: MetrixLab
MetrixLab is a fast-growing global provider of online consumer research services. Its solutions are employed by over half of the Top 100 Global Brands such as Microsoft, Philips, Google and Heineken. The company is headquartered in Rotterdam, The Netherlands. "
target parent: TPG Capital
target: MarketTools Inc.
MarketTools is the leading provider of services and software for market research. Through the use of advanced respondent engagement techniques and comprehensive analytic tools, MarketTools helps clients innovate, optimize and execute programs that deliver high-value business impact.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/23/2019 via PR Newswire

Dynata, will acquire Reimagine Holdings Group

synopsis: Dynata, a global leader in first-party data and data services, announces it has reached an agreement to acquire Reimagine Holdings Group, a global leader in data creation and technology-enabled business intelligence headquartered in Westport, Connecticut.
buyer parent: Court Square Capital Partners
buyer: Dynata
Dynata is the premier global provider of data solutions and technology for consumer and B2B survey research. Dynata reaches participants in 90+ sample countries via internet, telephone, mobile/wireless and mixed-access offerings. "
target: Reimagine Holdings Group
Reimagine is a global leader in data creation for business intelligence, and has redefined the insights industry by acquiring and investing in growth-oriented, technology-enabled service companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/14/2017 via PR Newswire

The Shipyard, acquired TOMORRO\\\ LLC

synopsis: The Shipyard, an independent marketing firm, today announces the acquisition of TOMORRO\\\, an innovation consultancy led by marketing icon Jon Bond – combining the companies' strategic, creative and data-centric talents to address rising demand from businesses seeking to inoculate themselves against Disruption.
buyer: The Shipyard
The Shipyard is an independent marketing consultancy and the first "marketing engineering" firm. It is creating digital transformation for the world's most significant brands- where high velocity content creation meets big data, where competitive strategy meets creative and disruptive advertising. "
target: TOMORRO\\\ LLC
TOMORRO\\\ LLC is a consultancy designed to accelerate brand value through the adoption of the most forward-thinking marketing approaches and technologies. TOMORRO\\\ is an active investor and advisor in ad technology companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/23/2018 via BNC Analysis

startup300 AG, acquired Pioneers.io

synopsis: startup300, an Austrian angel investor network and business accelerator, has acquired Pioneers.io, an international relationship builder in the tech and startup scene. Pioneers' flagship event, Pioneers Festival, brings together a global community of 2,500 founders, investors, and innovation executives to build partnerships and shape the future.
buyer: startup300 AG
startup300 is an Austrian angel investor network and business accelerator that offers their services to Austrian startups. The group consists of 142 angels and investors that help startups grow their businesses. They focus on startups that have scalable, innovative or disruptive business models. "
target: Pioneers.io
Pioneers.io is an international relationship builder in the tech and startup scene, offering events, consulting, and investment. Their Pioneers Festival event brings together a global community of 2,500 founders, investors, and innovation executives to build partnerships and shape the future.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/30/2020 via BusinessWire

ServiceNow, will acquire Element AI

synopsis: ServiceNow announced it has signed an agreement to acquire Element AI, a leading artificial intelligence (AI) company with deep AI capabilities and some of the world’s brightest AI minds. Element AI launches and incubates advanced AI-First solutions in partnership with large corporations.
buyer: ServiceNow (NYSE:NOW:$4,833.48)
ServiceNow's cloud-based platform and solutions deliver digital experiences that help people do their best work. Their applications automate, predict, digitize, and optimize business processes and tasks, across IT, Customer Service, Security Operations, and Human Resources. "
target: Element AI
Element AI is the platform that helps organizations embrace an AI-First world for today and tomorrow. Composed of a research lab uniquely connected to the world's best academic ecosystems, Element AI launches and incubates advanced AI-First solutions in partnership with large corporations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/31/2017 via BNC Analysis

Capiton AG, will acquire Gemaco N.V.

synopsis: Capiton has entered into an agreement on the acquisition of a majority stake in Gemaco Group with the current majority shareholder Saffelberg Investments. Gemaco Group based with its headquarters in Mechelen, Belgium is a leading provider of full-service merchandising and promotional marketing solutions for global industry.
buyer: Capiton AG
Capiton is an owner-managed financial investor that invests in large SMEs in Germany, Austria and Switzerland by means of MBOs and expansion financing. capiton's roots go back to the late 1970s. "
target parent: Saffelberg Investments
target: Gemaco N.V.
Gemaco Group based with its headquarters in Mechelen, Belgium is a leading provider of full-service merchandising and promotional marketing solutions for global industry and fast-moving consumer goods (FMCG) customers. The Group has 13 locations worldwide.
price ($mm)
rev ($mm)
$96
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 12/21/2016 via Company Press Release

New Hope Communications Inc., acquired Nutrition Capital Network

synopsis: New Hope, a company that helps suppliers, manufacturers & retailers bring healthy, organic & natural products to life, has acquired the assets of Nutrition Capital Network (NCN), a company that holds four annual investor meetings which focus on investment and acquisition opportunities in branded products, ingredients and technology.
buyer parent: Informa plc
buyer: New Hope Communications Inc.
New Hope Network is at the forefront of the healthy lifestyle products industry. With solutions for the complete supply chain from manufacturers, retailers/distributors and service providers, the network offers a robust portfolio of content, events, data, research and consultative services. "
target: Nutrition Capital Network
Nutrition Capital Network holds four annual investor meetings which focus on investment and acquisition opportunities in branded products, ingredients and technology. They facilitate financing for growing companies and introduce investors to the next generation of brands.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/3/2018 via PR Newswire

RMRM Holdings, Sound Point Capital Management, will acquire Relativity Media, LLC

synopsis: Relativity Media has agreed to sell all of its assets to UltraV Holdings LLC, a joint venture among funds managed by Sound Point Capital Management and RMRM Holdings. Relativity Media operates a portfolio of major studio quality film assets with the capabilities and infrastructure to produce and distribute high caliber, original content.
buyer: RMRM Holdings
buyer: Sound Point Capital Management
UltraV Holdings LLC is a joint venture among funds managed by Sound Point Capital Management, a New York-based asset management firm with approximately $17 billion of assets under management, and RMRM Holdings, which is led by David Robbins, Lex Miron and Larry Robbins. "
target: Relativity Media, LLC
Relativity Media operates a portfolio of major studio quality film assets with the capabilities and infrastructure to produce and distribute high caliber, original content. They are engaged in the production and distribution of movies, television, fashion, sports, digital and music.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/4/2018 via PR Newswire

SilverLake, will acquire Weld North Education

synopsis: Silver Lake, the global leader in technology investing, announced that it will acquire a majority stake in Weld North Education (WNE), a leading digital education technology company focused on developing digital curriculum and tools for preK-12th grade, from KKR.
buyer: SilverLake
Silver Lake is the global leader in technology investing, with about $39 billion in combined assets under management and committed capital and a team of approximately 100 investment and value creation professionals located in Silicon Valley, New York, London, Hong Kong and Tokyo. "
target parent: Kohlberg Kravis Roberts & Co.
target: Weld North Education
Weld North Education operates a platform of digital and SaaS educational solution businesses and makes control investments in high potential businesses in the education industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 3/14/2017 via BNC Analysis

Boubyan Petrochemical Company, will acquire Educational Holding Group

synopsis: Boubyan Petrochemicals, the first private-sector company in Kuwait that invested in the government-controlled petrochemical sector, is to acquire majority stake in Educational Holding Group, the first private educational investments organization in Kuwait. Boubyan Petrochemicals is looking to buy 32.8% stake and currently hold 21.12% stake.
buyer: Boubyan Petrochemical Company (KWSE:BPCC:$93.42)
Boubyan Petrochemical Company K.S.C., a Kuwaiti shareholding company listed on the Kuwait Stock Exchange, is the first private-sector company in Kuwait that invested in the government-controlled petrochemical sector. The company was established on February 12, 1995 "
target: Educational Holding Group (KWSE:EDU:$38.04)
Founded in 1982, Educational Holding Group was the first private educational investments organization in Kuwait. The group has grown manifold with a portfolio that covers the entire educational life-cycle, ranging from K-12, tertiary education and vocational training and development.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/8/2005 via BusinessWire

eLocalAccess, LLC merged with TradeMaven Group LLC,

synopsis: TradeMaven LLC and eLocal today jointly announced they have merged the two firms to form TradeMaven Group LLC (TMG). The merger is one of the most significant in the online trading industry, combining TradeMaven's leading technology for online trading with eLocal's exceptional retail and institutional execution and brokerage services.
buyer: TradeMaven Group LLC
TradeMaven was founded with the mission of providing high-performance and cost-effective trading software for experienced and new traders. TM is used by Futures, Forex & Bond Traders worldwide. "
target: eLocalAccess, LLC
eLOCAL was established and registered with the NFA and CFTC in July 2000 culminating in the merger of two large independent local clearing firms at the Chicago Board of Trade.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/28/2021 via Yahoo, Inc.

Martin Wolf LLC, acquired IT ExchangeNet

synopsis: martinwolf M&A Advisors - a leading M&A Advisory firm exclusively focusing on middle-market IT Services, Solution Provider and Software companies - announced the acquisition of IT ExchangeNet (ITX), a leader in facilitating smaller mid-market IT M&A transactions.
buyer: Martin Wolf LLC
Headquartered in Scottsdale, Arizona with an office in New York, martin wolf is a leading M & A Advisory focused on middle market companies in the IT Services, IT Supply Chain, and Software space. "
target: IT ExchangeNet
Founded in 1998 by technology CEOs and M & A professionals, and headquartered in Cleveland, Ohio, IT ExchangeNet (ITX) is an organized and efficient marketplace for owners of small mid-market IT businesses seeking buyers or strategic partners.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/15/2009 via AP - Associated Press

Nordnet Bank AB, will acquire eQ Corporation

synopsis: Nordnet Bank AB has signed an agreement to acquire 100% of the shares in the Finnish company eQ, from Straumur Burdaras Investment Bank hf. eQ, the largest online-broker in Finland, has about 57 000 customer and the group specializes in investment services through three business areas; Securities Brokerage, Asset Management and Corporate Finance.
buyer: Nordnet Bank AB
The Nordnet Group provides user-friendly and cost efficient services to private investors and companies within share trading, mutual fund investments and pension savings plans. The holding company, Nordnet AB (plc), is listed on the Stockholm Stock Exchange. "
target parent: Straumur Burdaras Investment Bank, hf.
target: eQ Corporation
eQ, the largest online-broker in Finland, has about 57,000 customers and the group specializes in investment services through three business areas; Securities Brokerage, Asset Management and Corporate Finance.
price ($mm)
$51
rev ($mm)
$34
EBITDA ($mm)
EV / rev
1.5x
EV / EBITDA
closed 3/10/2021 via BNC Analysis

Aion Bank, acquired ETFmatic LTD

synopsis: Aion Bank, a full-service digital bank based in Brussels, has acquired ETFmatic, a London-based robo-advisor and Aion’s partner since last year. The deal has been approved by the UK’s Financial Conduct Authority (FCA). ETFmatic’s proprietary investment platform and management team will be integrated into Aion’s operations.
buyer parent: Warburg Pincus
buyer: Aion Bank
Aion, based in Belgium, is a subscription-only digital bank with a modern human touch, offering a wide range of services to individual and business customers. Seated in Brussels, it operates under a Belgian banking licence and offers customers convenient ways to optimize savings and expenses. "
target: ETFmatic LTD
ETFmatic, based in the UK, provides their customers with an easy way to manage their investment goals. The Company uses index based investment strategies and Exchange Traded Funds (ETFs) to construct and manage investment portfolios tailored to their customers' personal preferences and situations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/18/2020 via BNC Analysis

Republic.co, acquired NextSeed Services LLC

synopsis: New York-based Republic, missioned to democratize investing has announced the acquisition of local business investment platform, NextSeed. NextSeed aims to connect businesses and individual investors to build vibrant communities across America. The firm has facilitated over $20mn in investments from 25,000 members into 75 local businesses.
buyer: Republic.co
Republic is an open investment platform. People can choose from privately-held companies they believe in and can connect with their success as they fuel their growth. Republic is an investment platform where everyone can invest as little as $10 in innovative startups and ICOs. "
target: NextSeed Services LLC
NextSeed is on a mission to connect businesses and individual investors to build vibrant communities across America. On the NextSeed platform, thriving local businesses can raise capital from the general public, and in turn, anybody can now invest in small businesses in their own backyard.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/21/2020 via BNC Analysis

SoFi, acquired 8 Securities Limited

synopsis: Consumer financial services platform SoFi has acquired 8 Securities, a Hong Kong-based investing app. Targeted to personal investors, 8 Securities will rebrand to SoFi Hong Kong and will begin launching services in other markets in addition to Hong Kong. 8 Securities was the first mobile-only investment service and robo-advisor to launch in Asia.
buyer: SoFi
SoFi is a values-driven company on a mission to help members get their money right. They create modern financial products and services that help people borrow, save, spend, invest, and protect their money better, so that they can achieve financial independence and realize their ambitions. "
target: 8 Securities Limited
Hong Kong-based 8 Securities is a cloud-based brokerage platform that provides simple, transparent, and affordable mobile investing solutions. The company allows users to trade over 15,000 US and Hong Kong stocks and exchange traded funds as much as they like free of commission.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/30/2020 via GlobeNewswire

Guardian Capital Group, will acquire ModernAdvisor

synopsis: Guardian Capital Group Limited, a Canadian diversified financial services company, will acquire Modern Advisor Canada Inc., a leading Canadian digital advisor platform. ModernAdvisor is a fintech start-up that helps investors to reach their investment goals through transparent, unbiased, and cost-effective investment management services.
buyer: Guardian Capital Group (TSX:GCG.A:$136.06)
Guardian Capital is a Canadian diversified financial services company operating in Asset Management and Financial Advisory. Guardian provides investment management services, financial advisory services, retail distribution of mutual funds, insurance, and general corporate services. "
target: ModernAdvisor
Vancouver-based ModernAdvisor is a digital investment management company. ModernAdvisor uses technology to help advisors bring Canadians intelligent investing options, allowing them to reach their investment goals through transparent, unbiased, and cost-effective investment management services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/2/2015 via BNC Analysis

Wealthsimple, will acquire ShareOwner

synopsis: Wealthsimple Financial Inc., Canada's leading online investing service, announced it has acquired Canadian ShareOwner Investments Inc., the country's first automated investment manager.
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: ShareOwner
ShareOwner (Canadian ShareOwner Investments) has been providing independent investment education and low-cost investing services to retail investors since 1987.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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Matching Companies
Ticker: TSE:3491
 
 
 
 
 
 
 
 
GA technologies Co., Ltd
GA technologies Co., Ltd
GA technologies is a Japanese developer of real estate mobile apps and websites. Their Renosy app allows users to search for apartments and condos in Japan. Their Renosy Insight app allows real estate investors to manage their portfolio, simulate purchases and sales, manage contracts and more.
year
2020
rev ($mm)
$438.74
EBITDA ($mm)
$17.91
EBIT ($mm)
$11.95
Net Income ($mm)
$4.45
Employees
347
  • drill down
  • watch
Ticker: ASX:PPS
 
 
 
 
 
 
 
 
Praemium
Praemium
Preaemium is a specialist in the provision of portfolio administration services. Using leading edge technology to deliver cost-effective investment administration services, Præmium provides services to some of Australia’s leading financial institutions.
year
2014
rev ($mm)
$15.31
EBITDA ($mm)
$0.88
EBIT ($mm)
$0.60
Net Income ($mm)
Employees
85
  • drill down
  • watch
Ticker: CPSE:SIM
 
 
 
 
 
 
 
 
SimCorp A/S
SimCorp A/S
SimCorp provides investment and portfolio management software and services to the world’s leading investment managers, asset managers, fund managers, fund administrators, pension funds, insurance funds, and wealth managers.
year
2019
rev ($mm)
$444.13
EBITDA ($mm)
$126.41
EBIT ($mm)
$120.40
Net Income ($mm)
$90.84
Employees
1682
  • drill down
  • watch
Ticker: LSE:MCGN
 
 
 
 
 
 
 
 
Microgen Plc
Microgen Plc
Microgen Plc develops, implements and supports business-critical software. They solve problems involving data-intensive processes, automation of complex business processes, application of new business logic to existing systems, and enabling financial transactions across product and finance systems.
year
2018
rev ($mm)
$89.10
EBITDA ($mm)
$21.34
EBIT ($mm)
$17.37
Net Income ($mm)
$17.49
Employees
405
  • drill down
  • watch
Ticker: OTCPK:INVU
 
 
 
 
 
 
 
 
Investview, Inc
Investview, Inc
Investview, Inc. is a New Jersey-based diversified financial technology organization. The Company operates primarily through its wholly- and majority-owned subsidiaries, to provide financial products and services to accredited investors, self-directed investors and select financial institutions.
year
2020
rev ($mm)
$25.68
EBITDA ($mm)
($6.49)
EBIT ($mm)
($8.46)
Net Income ($mm)
Employees
22
  • drill down
  • watch
Ticker: ASX:REV
 
 
 
 
 
 
 
 
Real Estate Investar
Real Estate Investar
Real Estate Investar is an Australian provider of products and services for property investors. Real Estate Investar helps people to find, analyse and track investment properties. Their platform provides users with all the tools, data and information they need to invest in property successfully.
year
2019
rev ($mm)
$0.59
EBITDA ($mm)
($0.38)
EBIT ($mm)
($0.63)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: MORN
 
 
 
 
 
 
 
 
Morningstar, Inc.
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.
year
2020
rev ($mm)
$1,244.10
EBITDA ($mm)
$251.90
EBIT ($mm)
$184.60
Net Income ($mm)
$142.70
Employees
6896
  • drill down
  • watch
Ticker: 601519.SS
 
 
 
 
 
 
 
 
Shanghai Great Wisdom Co., Ltd.
Shanghai Great Wisdom Co., Ltd.
Great Wisdom provides services in the areas of financial database, real-time quotes transmission, real-time quotes reveal and investment analysis software, financial education system, information dissemination, Web and other areas of financial services platform.
year
2013
rev ($mm)
$92.77
EBITDA ($mm)
($76.41)
EBIT ($mm)
($68.57)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: AIM:KRM
 
 
 
 
 
 
 
 
KRM22
KRM22 is a London-listed investment company that invests in, and acquires stakes in, selected technology companies with a focus on risk management software to the capital markets sector.
year
2018
rev ($mm)
$1.63
EBITDA ($mm)
($6.12)
EBIT ($mm)
($6.78)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: TSXV:ALY
 
 
 
 
 
 
 
 
AnalytixInsight
AnalytixInsight
AnalytixInsight Inc's Big Data Analytics platform helps transform data into narratives. Their flagship product Capital Cube provides high-quality financial research and content for investors, information providers, finance portals and media.
year
2016
rev ($mm)
$1.66
EBITDA ($mm)
($1.51)
EBIT ($mm)
($1.64)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: ASX:IRE
 
 
 
 
 
 
 
 
IRESS Market Technology Limited
IRESS Market Technology Limited
IRESS Limited is an Australian software company specialising in the development of software systems and services for financial markets and wealth management.
year
2019
rev ($mm)
$292.95
EBITDA ($mm)
$66.10
EBIT ($mm)
$56.39
Net Income ($mm)
$37.49
Employees
2011
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Donnelley Financial Solutions
Donnelley Financial Solutions
Donnelley Financial Solutions (DFIN) is a leading global risk and compliance solutions company. They provide domain expertise, software and data analytics for every stage of their clients’ business and investment lifecycles.
year
2018
rev ($mm)
$987.50
EBITDA ($mm)
$132.00
EBIT ($mm)
$108.60
Net Income ($mm)
$50.90
Employees
3400
  • drill down
  • watch
Ticker: SSNC
 
 
 
 
 
 
 
 
SS&C Technologies, Inc.
SS&C Technologies, Inc.
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry.
year
2020
rev ($mm)
$4,669.30
EBITDA ($mm)
$1,685.20
EBIT ($mm)
$947.10
Net Income ($mm)
$456.90
Employees
22800
  • drill down
  • watch
Ticker: BLK
 
 
 
 
 
 
 
 
BlackRock, Inc.
BlackRock, Inc.
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. They help clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares®, and more.
year
2019
rev ($mm)
$13,880.00
EBITDA ($mm)
$5,602.00
EBIT ($mm)
$5,300.00
Net Income ($mm)
$4,199.00
Employees
0
  • drill down
  • watch
Ticker: MKTX
 
 
 
 
 
 
 
 
MarketAxess Holdings, Inc.
MarketAxess Holdings, Inc.
MarketAxess operates a leading, institutional electronic trading platform delivering expanded liquidity opportunities, improved execution quality and significant cost savings across global fixed-income markets.
year
2020
rev ($mm)
$615.14
EBITDA ($mm)
$350.02
EBIT ($mm)
$321.32
Net Income ($mm)
$262.94
Employees
527
  • drill down
  • watch
Ticker: KKR
 
 
 
 
 
 
 
 
Kohlberg Kravis Roberts & Co.
Kohlberg Kravis Roberts & Co.
KKR is a leading global investment firm that manages investments across multiple asset classes including private equity, energy, infrastructure, real estate, capital markets, credit strategies, and hedge funds. With offices around the world, KKR manages assets through a variety of investment funds.
year
2021
rev ($mm)
$20,635.61
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$4,952.87
Employees
0
  • drill down
  • watch
Ticker: BX
 
 
 
 
 
 
 
 
Blackstone Group LP
Blackstone Group LP
Blackstone is one of the world’s leading investment firms. They seek to create positive economic impact and long-term value for their investors, the companies they invest in, and the communities in which they work. They use extraordinary people and flexible capital to help companies solve problems.
year
2021
rev ($mm)
$14,638.28
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$3,859.73
Employees
0
  • drill down
  • watch
Ticker: CG
 
 
 
 
 
 
 
 
Carlyle Group
Carlyle Group
The Carlyle Group is a global alternative asset manager with $193 billion of assets under management across 128 funds and 159 fund of funds vehicles as of June 30, 2015. Carlyle’s purpose is to invest wisely and create value on behalf of its investors, many of whom are public pensions.
year
2021
rev ($mm)
$6,117.50
EBITDA ($mm)
$2,728.70
EBIT ($mm)
$2,675.80
Net Income ($mm)
$1,829.50
Employees
0
  • drill down
  • watch
Ticker: NYSE:APO
 
 
 
 
 
 
 
 
Apollo Global Management
Apollo Global Management
Apollo Global Management, LLC and its subsidiaries is a leading global alternative investment manager. They are contrarian, value-oriented investors in private equity, credit and real estate, with significant distressed expertise.
year
2021
rev ($mm)
$5,981.01
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$1,831.72
Employees
0
  • drill down
  • watch
Ticker: RTOBF
 
 
 
 
 
 
 
 
Ratos AB
Ratos AB
Ratos is a private equity company that invests in Nordic companies where their core expertise as a professional, active and responsible owner over time creates good value growth. Added value is created in connection with acquisition, development and divestment of these primarily unlisted companies.
year
2019
rev ($mm)
$2,530.41
EBITDA ($mm)
$141.89
EBIT ($mm)
$80.55
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: SIVB
 
 
 
 
 
 
 
 
Silicon Valley Bank
Silicon Valley Bank helps innovative companies and their investors move bold ideas forward, fast. They provide a full range of financial services to companies of all sizes in innovation centers around the world.
year
2018
rev ($mm)
$2,387.31
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$824.79
Employees
2836
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Oaktree Capital Management, LLC
Oaktree Capital Management, LLC
Oaktree is a leader among global investment managers specializing in alternative investments. They emphasize an opportunistic, value-oriented and risk-controlled approach to investments in distressed debt, corporate debt, control investing, convertible securities, real estate and listed equities.
year
2019
rev ($mm)
$1,315.17
EBITDA ($mm)
$357.51
EBIT ($mm)
$331.49
Net Income ($mm)
$224.77
Employees
0
  • drill down
  • watch
Ticker: COWN
 
 
 
 
 
 
 
 
Cowen Group, Inc.
Cowen Group, Inc.
Cowen Inc. is a diversified financial services firm that operates through two business segments: a broker dealer and an investment management division. Cowen Inc. focuses on delivering value-added capabilities to their clients in order to help them outperform.
year
2020
rev ($mm)
$1,072.28
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$112.95
Employees
1325
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Ticker: EQT
 
 
 
 
 
 
 
 
EQT AB
EQT AB
EQT is a leading Swedish investment firm with more than EUR 61B in raised capital across 29 funds and around EUR 40B in assets under management. EQT funds have portfolio companies in Europe, Asia and the US with total sales of more than EUR 19B and approximately 110,000 employees.
year
2020
rev ($mm)
$687.20
EBITDA ($mm)
$181.51
EBIT ($mm)
$160.04
Net Income ($mm)
$130.94
Employees
0
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Ticker: PSEC
 
 
 
 
 
 
 
 
Prospect Capital Corporation
Prospect Capital Corporation is a business development company that operates as a closed-end, non-diversified investment company that lends to and invests in energy-related businesses.
year
2013
rev ($mm)
$625.80
EBITDA ($mm)
EBIT ($mm)
$433.31
Net Income ($mm)
$292.38
Employees
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Ticker: TSX:ONEX
 
 
 
 
 
 
 
 
Onex Corporation
Onex Corporation
Founded in 1984, Onex is one of the oldest and most successful private equity firms. They acquire and build high-quality businesses in partnership with talented management teams. They also invest in non-investment grade debt through credit funds and collateralized loan obligations.
year
2020
rev ($mm)
$622.00
EBITDA ($mm)
$534.00
EBIT ($mm)
$487.00
Net Income ($mm)
$320.00
Employees
0
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Ticker: TGOPF
 
 
 
 
 
 
 
 
3i Group Plc
3i Group Plc
3i Group plc is a multinational private equity and venture capital company headquartered in London, United Kingdom. It has offices in 13 countries across the Americas, Asia and Europe and had total assets under management of £10.5 billion as at 31 March 2012.
year
2020
rev ($mm)
$403.39
EBITDA ($mm)
$256.93
EBIT ($mm)
$253.21
Net Income ($mm)
$265.62
Employees
0
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Ticker: ENXTPA:FIM
 
 
 
 
 
 
 
 
Fimalac SA
Fimalac SA
Fimalac is a diversified holding company, listed on the Paris Stock Exchange, founded and managed by Marc Ladreit de Lacharrière. Fimalac Group is engaged in private equity, digital media, live shows and hotels and recreation.
year
2016
rev ($mm)
$392.72
EBITDA ($mm)
($13.56)
EBIT ($mm)
($54.12)
Net Income ($mm)
$68.47
Employees
2911
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Ticker: MAIN
 
 
 
 
 
 
 
 
Main Street Capital Corporation
Main Street Capital Corporation
Main Street Capital Corporation is a principal investment firm that provides long-term debt and equity capital to lower middle market companies and debt capital to middle market companies.
year
2020
rev ($mm)
$238.16
EBITDA ($mm)
EBIT ($mm)
$205.20
Net Income ($mm)
Employees
0
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Ticker: GIMB
 
 
 
 
 
 
 
 
Gimv
Gimv
Gimv is a European investment company with over three decades of experience in private equity and venture capital. Gimv currently manages around EUR 1.8 billion (including co-investment partnerships) of investments in about 50 portfolio companies.
year
2020
rev ($mm)
$197.63
EBITDA ($mm)
$156.94
EBIT ($mm)
$155.75
Net Income ($mm)
Employees
0
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