Like Flaspohler Research Group

closed 11/9/2015 via PR Newswire

NMG Consulting, acquired Flaspohler Research Group

synopsis: Specialist financial services consultancy NMG Consulting has acquired US-based Flaspohler Research Group, a company that has conducted surveys in 95 countries and a dozen languages. The company offers unique expertise in B2B, and is widely recognized for its work in Insurance and Reinsurance.
buyer: NMG Consulting
NMG Consulting is the leading multinational consultancy focusing solely on investments, insurance and reinsurance markets. NMG’s vertically integrated model – consulting backed by ‘information advantage’ from proprietary research – differentiates them from the competition. "
target: Flaspohler Research Group
Flaspohler Research Group, Inc. was founded in 1983 and has conducted surveys in 95 countries and a dozen languages. The company offers unique expertise in B2B, and is widely recognized for its work in Insurance and Reinsurance.
price ($mm)
rev ($mm)
EBITDA ($mm)
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EV / EBITDA
closed 3/3/2017 via BNC Analysis

Aon plc, acquired Finaccord Ltd.

synopsis: Aon plc completed the transaction to acquire Finaccord Limited, a market research, publishing and consulting company specialising in insurance and other financial services. Finaccord provides their clients with insight with a particular focus on marketing and distribution strategies, including affinity and partnership marketing.
buyer: Aon plc (NYSE:AON:$11,013.00)
Aon plc is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Their 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. "
target: Finaccord Ltd.
Finaccord is a leading market research, publishing and consulting company specialising in insurance and other financial services. They provide their clients with insight with a particular focus on marketing and distribution strategies, including affinity and partnership marketing.
price ($mm)
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announced 12/16/2020 via Company Press Release

Verisk Analytics, Inc., will acquire Jornaya

synopsis: Verisk, a leading data analytics provider, announced it has entered into an agreement to acquire Jornaya, a data-as-a-service (DaaS) company working in markets where customers invest significant time researching, analyzing, and comparing options on major-life purchases, such as cars, loans, insurance, or degrees.
buyer: Verisk Analytics, Inc. (NasdaqGS:VRSK:$2,748.00)
Verisk Analytics is a leading data analytics provider serving customers in insurance, natural resources, and financial services. Using advanced technologies to collect and analyze billions of records, Verisk Analytics provides first-to-market innovations that are integrated into customer workflows. "
target: Jornaya
Jornaya is a data-as-a-service (DaaS) company working in markets where customers invest significant time researching, analyzing, and comparing options on major-life purchases, such as cars, loans, insurance, or degrees.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/31/2019 via Company Press Release

CU Solutions Group, acquired MemberXP

synopsis: CU Solutions Group (CUSG), a credit union service organization, has acquired MemberXP. Providing a range of solutions that help credit unions incorporate member feedback and insights, the Software as a Service (SaaS)-based MemberXP supports CUSG’s strategic focus on member-centric credit union growth plans and marketing technology solutions.
buyer parent: Michigan Credit Union League
buyer: CU Solutions Group
CU Solutions Group is a credit union service organization that offers products and services in the areas of technology, marketing, HR performance, and strategic advisory, which include web services, mobile app solutions, digital advertising, Save To Win, Love My Credit Union Rewards, and more. "
target: MemberXP
MemberXP is a provider of credit union direct member feedback via mystery shopping. MemberXP provides actionable research to credit unions in their pursuit of brand differentiation via its omnichannel voice of member service with built-in member effort and promoter scoring.
price ($mm)
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closed 10/28/2009 via PR Newswire

Equifax, Inc., acquired IXI Corporation

synopsis: Equifax Inc. confirmed that it has satisfied all closing conditions and has completed its acquisition of IXI Corporation, a leader in collecting, analyzing and delivering consumer wealth and asset data. IXI will now become part of Equifax's US Consumer Information Solutions (USCIS) unit.
buyer: Equifax, Inc. (NYSE:EFX:$3,914.90)
Equifax is a global leader in information technology that enables and secures global commerce with consumers and businesses. The company is one of the largest sources of consumer and commercial data. "
target: IXI Corporation
For over 15 years, IXI has helped the nation's leading financial services and consumer marketing firms optimize marketing efforts, manage risk, identify growth markets, and enhance practice and performance management.
price ($mm)
$124
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/30/2003 via Company Press Release

Open Solutions Inc., will purchase Liberty FiTECH Systems data processing subsidiary and the MANAGER GOLD product line from Liberty Enterprises, Inc.

synopsis: Open Solutions Inc. (OSI) and Liberty Enterprises, Inc. have announced a strategic alliance to offer credit unions additional products and services. As part of this alliance, Open Solutions is acquiring the Liberty FiTECH Systems data processing subsidiary and the MANAGER GOLD product line.
buyer parent: Providence Equity Partners Inc.
buyer: Open Solutions Inc.
Open Solutions Inc. offers a fully featured strategic product platform that integrates core data processing applications, built on a single centralized Oracle relational database, with Internet banking, cash management, electronic commerce and lending management solutions. "
seller: Liberty Enterprises, Inc.
Liberty Enterprises, Inc. is the credit union movement's leading provider of payment systems, marketing services and technology solutions. A family- and employee-owned company, Liberty provides financial institutions with checks, card services, financial supplies, database marketing, creative servi
price ($mm)
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closed 7/5/2016 via BusinessWire

Asset International, Inc., acquired Market Metrics, Inc.

synopsis: Asset International, the premier source for authentic business intelligence and actionable insight for the asset management community, announces the acquisition of Market Metrics from FactSet. Market Metrics is leading data and research firm for advisor-sold investments and insurance worldwide.
buyer parent: Genstar Capital LLC
buyer: Asset International, Inc.
Asset International (AI) provides critical data, business intelligence, and information services to the global investment management industry. AI delivers proprietary data and analytics, as well as marketing solutions that target global asset managers. "
target parent: FactSet Research Systems Inc.
target: Market Metrics, Inc.
Market Metrics is the leading market research firm in the United States focused on advisor-sold investments and insurance products. Market Metrics uses its vast, proprietary database of customer surveys to provide senior managers with the data they need to make strategic decisions.
price ($mm)
$165
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/2/2010 via GlobeNewswire

FactSet Research Systems Inc., acquired Market Metrics, Inc.

synopsis: FactSet Research Systems Inc., a leading provider of integrated financial information and analytical applications to the global investment community, announced that it has acquired Market Metrics, Inc., a market research firm focused on advisor-sold investments and insurance products.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet combines integrated financial information, analytical applications, and client service to enhance the workflow and productivity of the global investment community. "
target: Market Metrics, Inc.
Market Metrics is the leading market research firm in the United States focused on advisor-sold investments and insurance products. Market Metrics uses its vast, proprietary database of customer surveys to provide senior managers with the data they need to make strategic decisions.
price ($mm)[EV]
$57 [$55]
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/8/2017 via PR Newswire

Service Management Group, Inc., acquired Catalyst Healthcare Research

synopsis: Service Management Group (SMG), the leading international customer experience research firm, has acquired Catalyst Healthcare Research, a company that provides customized, practical marketing research services to help their healthcare clients transform, grow, and strengthen their businesses.
buyer: Service Management Group, Inc.
Service Management Group is the leading international customer experience research firm. Driving business results by partnering with brands to improve customer loyalty and employee engagement, it provides actionable insights and recommendations at both the front-line and senior executive levels. "
target: Catalyst Healthcare Research
Catalyst Healthcare Research provide customized, practical marketing research services to help their healthcare clients transform, grow, and strengthen their businesses. Their clients include nationally known health insurance plans, healthcare providers and healthcare suppliers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/2/2020 via BusinessWire

MJH Life Sciences, acquired Pharmacy Benefit Management Institute, LP

synopsis: MJH Life Sciences™ has announced it has acquired the Pharmacy Benefit Management Institute (PBMI) from Pharmaceutical Strategies Group (PSG). PBMI is the nation’s leading provider of research and education that informs, advises, and influences the industry on drug cost management.
buyer: MJH Life Sciences
MJH Life Sciences™ is the largest privately held, independent, full-service medical media company in North America dedicated to delivering trusted health care news across multiple channels, providing health care professionals with the information and resources they need to optimize patient outcomes."
target parent: Pharmaceutical Strategies Group, LLC
target: Pharmacy Benefit Management Institute, LP
The Pharmacy Benefit Management Institute (PBMI) is the nation’s leading provider of research and education that informs, advises, and influences the industry on drug cost management. Their insights enable evidence-based decision making in a complex and evolving pharmaceuticals marketplace.
price ($mm)
rev ($mm)
EBITDA ($mm)
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EV / EBITDA
closed 11/9/2015 via PR Newswire

NMG Consulting, acquired Flaspohler Research Group

synopsis: Specialist financial services consultancy NMG Consulting has acquired US-based Flaspohler Research Group, a company that has conducted surveys in 95 countries and a dozen languages. The company offers unique expertise in B2B, and is widely recognized for its work in Insurance and Reinsurance.
buyer: NMG Consulting
NMG Consulting is the leading multinational consultancy focusing solely on investments, insurance and reinsurance markets. NMG’s vertically integrated model – consulting backed by ‘information advantage’ from proprietary research – differentiates them from the competition. "
target: Flaspohler Research Group
Flaspohler Research Group, Inc. was founded in 1983 and has conducted surveys in 95 countries and a dozen languages. The company offers unique expertise in B2B, and is widely recognized for its work in Insurance and Reinsurance.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/9/2015 via PR Newswire

NMG Consulting, acquired Flaspohler Research Group

synopsis: Specialist financial services consultancy NMG Consulting has acquired US-based Flaspohler Research Group, a company that has conducted surveys in 95 countries and a dozen languages. The company offers unique expertise in B2B, and is widely recognized for its work in Insurance and Reinsurance.
buyer: NMG Consulting
NMG Consulting is the leading multinational consultancy focusing solely on investments, insurance and reinsurance markets. NMG’s vertically integrated model – consulting backed by ‘information advantage’ from proprietary research – differentiates them from the competition. "
target: Flaspohler Research Group
Flaspohler Research Group, Inc. was founded in 1983 and has conducted surveys in 95 countries and a dozen languages. The company offers unique expertise in B2B, and is widely recognized for its work in Insurance and Reinsurance.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/31/2019 via PR Newswire

PCS Retirement, acquired ASPire Financial Services, LLC

synopsis: PCS Retirement, LLC,The Nation's Premier Fiduciary Retirement Platform, announced the acquisition of Aspire Financial Services, a leading service provider of smart retirement solutions that provides a best-in-class technology-enabled portfolio of pre-defined or highly customizable smart retirement solutions with private-label branding options.
buyer: PCS Retirement
PCS Retirement, LLC is The Nation's Premier Fiduciary Retirement Platform. PCS makes it possible for advisors to extend sophisticated wealth management solutions and generate better outcomes for retirement plan sponsors and participants. "
target: ASPire Financial Services, LLC
Aspire Financial Services is a leading service provider of smart retirement solutions, serving advisors, plan sponsors and TPAs. They provide a best-in-class technology-enabled portfolio of pre-defined or highly customizable smart retirement solutions with private-label branding options.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/5/2018 via PR Web

Hilltop Consultants, acquired Strategic Integration Partners

synopsis: Hilltop Consultants, Inc., a leading Managed IT Services Provider and Technology Consulting Firm, has announced that it has acquired the assets of Strategic Integration Partners, LLC, an Atlanta-based Managed IT Services firm.
buyer: Hilltop Consultants
Hilltop Consultants, Inc. (2003) is a leading Managed IT Services Provider and Technology Consulting Firm for law firms and the legal community, trade associations, and small- to medium-sized businesses nationwide. "
target: Strategic Integration Partners
Strategic Integration Partners operates as a managed IT Services firm. They have helped many legal, accounting, and wealth management firms cut costs and focus on their practice.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/4/2021 via Company Press Release

AcadiaSoft, acquired Quaternion Risk Management Limited

synopsis: AcadiaSoft Inc., the leading industry provider of risk and collateral management services for the derivatives community, announced it has acquired capital markets consulting and software company Quaternion. Quaternion is a leading provider of highly specialized and advanced risk analytics solutions for the financial services industry.
buyer: AcadiaSoft
AcadiaSoft, Inc. is the leading industry provider of risk management services for the derivatives community. Its industry-wide repository of margin and collateral data helps firms to mitigate financial risk and optimize resources across the entire trade life cycle. "
target: Quaternion Risk Management Limited
Quaternion Risk Management Limited headquartered in Ireland was founded in 2010 by three senior banking professionals with extensive capital markets experience. It is leading provider of highly specialized and advanced risk analytics solutions for the financial services industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
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 ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/18/2018 via PR Newswire

The Roberts Group, acquired Screen Group

synopsis: TRG, (The Roberts Group) the leading provider of subscription spend management software solutions, announced it has acquired Screen Group, a world leading market data software company that assists business professionals in managing their market data costs, processes and workflows more efficiently.
buyer parent: Polaris Partners
buyer: The Roberts Group
The Roberts Group (TRG) provides spend management solutions enabling enterprises to gain total cost transparency and control of their entire universe of corporate subscriptions and vendor relationships. "
target: Screen Group
Screen Group is a world leading market data software company that assists financial services professionals in managing their market data costs, processes and workflows more efficiently. At the foundation of the company Screen built a unique Market Data and Investment Management consultancy practice.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/17/2018 via BusinessWire

Starr Investment Holdings, LLC, will acquire ACA Compliance Group

synopsis: New Mountain Capital, LLC announced that it has agreed to sell ACA Compliance Group Holdings, LLC to Starr Investment Holdings, LLC. ACA Compliance Group is a leading provider of risk management and technology solutions that focus on regulatory compliance, performance, financial crime, and cyber security.
buyer parent: Starr Companies
buyer: Starr Investment Holdings, LLC
Starr Investment Holdings, LLC, a multi-billion dollar investment adviser, partners with and advises a wide range of institutions and family offices with a focus on long-term, sustained equity capital investments. "
target parent: New Mountain Capital, LLC
target: 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 cyber security. ACA serves a diverse base of leading investment advisers, private fund managers, commodity trading advisors, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/18/2017 via Company Press Release

ACA Compliance Group, acquired Telavance

synopsis: ACA Compliance Group, a global leader in providing compliance, cybersecurity, performance, and technology solutions to financial services firms, has acquired Telavance. Telavance provides anti-money laundering risk reviews and related regulatory compliance services and software solutions.
buyer parent: New Mountain Capital, LLC
buyer: ACA Compliance Group
ACA Compliance Group is a leading provider of regulatory compliance products and solutions, cybersecurity and risk assessments, performance services, and technology solutions to regional, national, and global firms in the financial services industry. "
target: Telavance
Telavance is a specialized international consulting firm providing risk and compliance advisory services and software products to the financial community. The firm specializes in anti-money laundering, regulatory compliance, enhanced due diligence, model validations, independent reviews, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/19/2013 via BNC Analysis

New Mountain Capital, LLC, acquired ACA Compliance Group

synopsis: ACA Compliance Group, the leading global regulatory compliance consultancy, announced that it has agreed to partner with New Mountain Capital to further grow and expand its business. While New Mountain will acquire a controlling interest, the firm’s five original founders and partners will maintain a significant investment in the new entity.
buyer: New Mountain Capital, LLC
New Mountain Capital is a New York-based private equity firm investing for long-term capital appreciation through direct investments in growth equity transactions, leveraged acquisitions, and management buyouts. "
target: ACA Compliance Group
ACA Compliance provides expert compliance consulting services to investment advisers, private fund managers, commodity trading advisors, investment companies, and broker-dealers. ACA additionally provides GIPS® verification services and a wide variety of compliance-related educational opportunities.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/12/2010 via BNC Analysis

Sovereign Capital Partners LLP, acquired IMS Consulting Limited

synopsis: Sovereign Capital, the UK private equity Buy & Build specialist, announces the acquisition of The IMS Group (“IMS”), a leading provider of consulting and integrated business support to the wholesale asset management and securities industry.
buyer: Sovereign Capital Partners LLP
Sovereign Capital is the UK´s private equity 'Buy & Build' specialist. Sovereign Capital invests in UK-based companies in the support services, education & training and healthcare services sectors. "
target: IMS Consulting Limited
The IMS Group is a market leading provider of regulatory compliance consulting and integrated business support to the asset management and securities industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/24/2008 via PR Newswire

Glass Lewis & Co., acquired Washington Analysis Corporation

synopsis: Glass, Lewis & Co., LLC, a leading independent proxy advisory and investment research firm, announced that it has completed the acquisition of Washington Analysis Corporation, a top-rated political and economic advisory firm based in Washington, D.C.
buyer parent: Ontario Teachers Pension Plan
buyer: Glass Lewis & Co.
Glass, Lewis & Co., LLC is a leading research and professional services firm that assists institutions globally that have investment, financial or reputational exposure to public companies. The firm provides research and analysis on more than 13,000 public companies based in 65 countries. "
target parent: Xinhua Finance Limited
target: Washington Analysis Corporation
Founded in 1973, Washington Analysis Corporation (WAC) is the top-rated independent institutional research boutique focused on analyzing and anticipating changes in public policy in US that will impact the financial markets.
price ($mm)
$14
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/16/2008 via Company Press Release

Fusion Alternative Investment Partners, acquired Tiger Consultants

synopsis: Fusion Alternative Investment Partners, a private investment firm specialising in technology and services, has acquired 100% of the issued share capital of Tiger Consultants Limited, a specialist business and management consulting practice dedicated to the Investment Management Industry with offices in London, Sutton and Edinburgh.
buyer: Fusion Alternative Investment Partners
Established in 2007, Fusion AI is an international private equity firm specialising in building long term sustainable value in the technology and services industries. Fusion AI locations include London, Washington, D.C., and Ann Arbor, MI. "
target: Tiger Consultants
Tiger is one of the fastest growing management consultancies in the European financial services industry, housing a large group of expert practitioners dedicated to the investment community.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/7/2019 via Company Press Release

Mitsubishi UFJ Trust and Banking Corporation, will acquire Point Nine Financial Technology

synopsis: Mitsubishi UFJ Trust and Banking Corporation, Japan's consolidated subsidiary of Mitsubishi UFJ Financial Group, announced that it has agreemed to acquire Point Nine Limited, a Cyprus-based industry leader in outsourced operations, processing and reporting for post-trade execution.
buyer parent: Mitsubishi UFJ Financial Group, Inc.
buyer: Mitsubishi UFJ Trust and Banking Corporation
Based in Japan, Mitsubishi UFJ Trust and Banking Corporation provides its customers with a wide range of comprehensive financial solutions leveraging unique and highly professional functions as a leading trust bank. "
target: Point Nine Financial Technology
Headquartered in Cyprus, Point Nine is an industry leader in post-trade processing and regulatory reporting. It partners with both buy side and sell side firms to help them address the ever-expanding challenges of post-trade processing and regulatory reporting.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/11/2018 via PR Newswire

SS&C Technologies, Inc., will acquire DST Systems, Inc.

synopsis: SS&C Technologies, a provider of financial services software and software-enabled services, and DST Systems, a provider of proprietary technology-based information processing and servicing solutions, have entered into a definitive agreement wherein SS&C will acquire DST. DST offers technology, strategic advisory and business operations outsourcing.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C is a global provider of investment and financial software-enabled services and software for the global financial services industry. Financial services organizations, from the world's largest institutions to local firms, manage their investments using SS&C's products and services. "
target: DST Systems, Inc. (DST:$2,023.10)
DST Systems is a provider of specialized technology, strategic advisory, and business operations outsourcing to the financial and healthcare industries. They assist clients by providing tools and services to help them capitalize on ever-changing customer, business and regulatory requirements.
price ($mm)[EV]
$5,097 [$5,637]
rev ($mm)
$2,218
EBITDA ($mm)
$491
EV / rev
2.6x
EV / EBITDA
11.5x
announced 1/6/2021 via BusinessWire

Options Technology, will acquire Fixnetix

synopsis: Options Technology is to purchase Fixnetix, a company that provides market data, trading access, liquidity venue connectivity, pre-trade risk and execution management technologies for Investment Banks, Hedge Funds and Proprietary Trading Firms globally, under a fully managed services model.
buyer: Options Technology
Options Technology is the leading provider of cloud-enabled managed services to the global financial services sector. Clients leverage their award-winning front to back office managed infrastructure: Managed Platform, Managed Colocation, Managed Applications and technology consultancy services. "
target parent: DXC Technology Company
target: Fixnetix
Fixnetix provides market data, trading access, liquidity venue connectivity, pre-trade risk and execution management technologies for Investment Banks, Hedge Funds and Proprietary Trading Firms globally, under a fully managed services model.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/26/2020 via BusinessWire

Xamin merged with Mowery & Schoenfeld,

synopsis: Xamin, Inc., a national provider of information technology services, has merged with Mowery & Schoenfeld, LLC, a leading accounting and consulting firm. The merger will expand the services offered by both companies and provide opportunities for growth as organizations are building remote capabilities and have increasing IT security needs.
buyer: Mowery & Schoenfeld
Mowery & Schoenfeld is one of the Chicago area's leading accounting, tax, and consulting firms serving the needs of fast-growing, mid-sized companies. Its highly trained CPAs and advisors provide tailored solutions to help clients and their companies grow and become more profitable. "
target: Xamin
Xamin offers industry-leading, managed IT services to financial institutions, as well as other highly-regulated and reputation-sensitive industries. The organization provides a suite of technology solutions including infrastructure, security, cloud, data protection, and professional services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/30/2020 via Company Press Release

Gresham Computing, acquired Inforalgo

synopsis: Gresham, the leading fintech in reconciliations, banking integration and cash management solutions, has announced the acquisition of Capital Markets data automation specialist, Inforalgo. Inforalgo offers, cloud-hosted, straight-through-processing (STP) solutions and automation technologies for financial institutions.
buyer: Gresham Computing (LSE:GHT:$32.28)
Gresham Computing plc is a leading software and services company that specialises in providing real-time transaction control and enterprise data integrity solutions. Gresham’s Clareti software platform is designed to provide financial institutions with complete certainty in their data processing. "
target: Inforalgo
Inforalgo offers, cloud-hosted, straight-through-processing (STP) solutions and automation technologies for financial institutions, which enables customers to benefit from having their complex real-time connectivity delivered as an automated service.
price ($mm)
$3.99
rev ($mm)
$2
EBITDA ($mm)
EV / rev
2.6x
EV / EBITDA
closed 2/12/2020 via PR Newswire

TRG Screen, acquired Market Data Insights LLC

synopsis: TRG Screen, the leading provider of enterprise subscription spend management solutions, has acquired Market Data Insights (MDI), a leading provider of market data managed services. The acquisition of MDI will further solidify TRG Screen's position as a global market leader of market data management solutions.
buyer parent: Polaris Partners
buyer: TRG Screen
TRG Screen is the leading provider of enterprise subscription management solutions. TRG Screen is uniquely differentiated by its ability to monitor both spend and usage of data and information services including market data, research, software licenses, consulting and other corporate expenses. "
target: Market Data Insights LLC
Market Data Insights (MDI) provides dynamic data management programs to financial firms on an outsourced basis, either delivered on the client's inventory system or as a professionally managed solution.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/31/2019 via Company Press Release

TNS, Inc., acquired NetXpress

synopsis: Transaction Network Services, a leading global provider of data communications and interoperability solutions, announced the acquisition of NetXpress, an innovator in the managed service space that has minimized the burden of excessive switch hops with an entirely flattened network within its colocation data centers.
buyer parent: Siris Capital Group
buyer: TNS, Inc. (TNS:$474.82)
Transaction Network Services (TNS) is a leading global provider of data communications and interoperability solutions. Their global network and innovative value-added services enable transactions and the exchange of information to many of the world’s leading companies. "
target: NetXpress
NetXpress is an innovator in the managed service space, providing financial firms with a latency edge for exchange connectivity. By deploying a unique layer1 distribution, they have minimized the burden of excessive switch hops with an entirely flattened network within its colocation data centers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/19/2019 via GlobeNewswire

ESC Corporate Services Ltd., acquired Securefact

synopsis: ISC announced that its Services segment, through its subsidiary ESC Corporate Services, acquired substantially all of the assets used in the business of Securefact Transaction Services from Securefact. Securefact Transaction develops and markets customer identification, regulatory compliance, secured lending, and digital onboarding software.
buyer parent: Information Services Corporation
buyer: ESC Corporate Services Ltd.
ESC takes a leadership position in providing corporate legal services and public records search/registration services to over 8,000 banks, law firms, fin-techs, auto/equipment leasing captives and insurance/accountant institutions across Canada. "
target: Securefact
The acquisition includes the assets of Securefact Transaction Services, Inc. Securefact Transaction develops and markets customer identification, regulatory compliance, secured lending, and digital onboarding software.
price ($mm)
$5.12
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/30/2019 via BNC Analysis

RIA in a Box LLC, acquired Gordian Compliance Solutions

synopsis: RIA in a Box, a provider of compliance-related software and services for investment advisers with co-headquarters in Cleveland and New York, has made its first acquisition in Gordian Compliance Solutions, a San Francisco-based provider of compliance consulting in the wealth management space.
buyer parent: Aquiline Capital Partners
buyer: RIA in a Box LLC
RIA in a Box is a leading provider of compliance software to the wealth management industry. Approximately 2,000 registered investment advisor (RIA) firms across the US use the platform to manage their compliance procedures more efficiently. "
target: Gordian Compliance Solutions
Gordian provides ongoing compliance support and project based services for Investment Advisers, Private Fund Managers, and Futures Professionals. Their consultants keep up to date on current state and federal regulatory changes and initiatives.
price ($mm)
rev ($mm)
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EV / rev
EV / EBITDA

Like Flaspohler Research Group


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Flaspohler Research Group

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Jornaya

MemberXP

IXI Corporation

Liberty Enterprises, Inc.

Market Metrics, Inc.

Market Metrics, Inc.

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Flaspohler Research Group

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Flaspohler Research Group

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ASPire Financial Services, LLC

Strategic Integration Partners

Quaternion Risk Management Limited

Cordium

Screen Group

ACA Compliance Group

Telavance

ACA Compliance Group

IMS Consulting Limited

Washington Analysis Corporation

Tiger Consultants

Point Nine Financial Technology

DST Systems, Inc.

Fixnetix

Xamin

Inforalgo

Market Data Insights LLC

NetXpress

Securefact

Gordian Compliance Solutions

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Ticker: BR
 
 
 
 
 
 
 
 
Broadridge Financial Solutions, Inc.
Broadridge Financial Solutions, Inc.
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.
year
2019
rev ($mm)
$4,338.00
EBITDA ($mm)
$892.50
EBIT ($mm)
$625.80
Net Income ($mm)
$461.30
Employees
11000
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Ticker: BSE:532927
 
 
 
 
 
 
 
 
eClerx Services Pvt. Ltd
eClerx Services Pvt. Ltd
eClerx provides Knowledge Process Outsourcing (KPO) and Business Process Outsourcing (BPO) services to global companies from its deployment centers in India.
year
2014
rev ($mm)
$145.71
EBITDA ($mm)
$52.69
EBIT ($mm)
$47.06
Net Income ($mm)
$38.67
Employees
7000
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Ticker: AIM:SBIZ
 
 
 
 
 
 
 
 
SimplyBiz Group
SimplyBiz Group
SimplyBiz is the largest provider of compliance support and business consultancy services for financial services, legal and workplace benefits professionals in the UK. SimplyBiz provides high quality, comprehensive compliance and business support to 5000 financial advisers throughout the UK.
year
2018
rev ($mm)
$65.97
EBITDA ($mm)
$14.27
EBIT ($mm)
$13.78
Net Income ($mm)
$3.71
Employees
382
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Ticker: TMNG
 
 
 
 
 
 
 
 
The Management Network Group, Inc.
The Management Network Group, Inc.
The Management Network Group, Inc. is a leading provider of professional services to the converging communications industry and the financial services firms that support it.TMNG Global has provided strategic and management consulting, as well as managed services, to more than 1000 clients worldwide.
year
2009
rev ($mm)
$74.04
EBITDA ($mm)
$4.33
EBIT ($mm)
($1.05)
Net Income ($mm)
Employees
259
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Ticker: PN
 
 
 
 
 
 
 
 
Patriot National Insurance Group
Patriot National is a national provider of comprehensive technology and outsourcing solutions within the property and casualty marketplace for insurance companies, employers, local governments and reinsurance captives.
year
2016
rev ($mm)
$233.03
EBITDA ($mm)
$31.71
EBIT ($mm)
$12.83
Net Income ($mm)
Employees
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Ticker: AIM:WTG
 
 
 
 
 
 
 
 
Watchstone Group plc
Watchstone Group plc
Watchstone Group plc owns businesses which are all committed to the improvement and development of solutions that meet the challenges of their markets. Their businesses offer leading technology solutions primarily to the insurance, automotive and healthcare industries.
year
2017
rev ($mm)
$81.11
EBITDA ($mm)
($1.47)
EBIT ($mm)
($10.79)
Net Income ($mm)
Employees
1079
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