Like Quorum Infoscreen

closed 5/16/2016 via BNC Analysis

Microgen Plc, acquired Quorum Infoscreen

synopsis: Microgen plc is pleased to announce the acquisition of Infoscreen (Cyprus) Limited. Infoscreen (Quorum Infoscreen) is based in Cyprus with additional offices in Hong Kong and Belgrade. Infoscreen's software is used by approximately 200 clients in the Trust & Fund Administration sector providing the business with a strong recurring revenue base.
buyer: Microgen Plc (LSE:MCGN:$89.10)
Microgen is the owner of two software businesses, Aptitude Software and Microgen Financial Systems. Aptitude Software serves enterprise CFOs in a range of industries, helping them to streamline finance operations. Microgen Financial Systems offers a range of financial services technology systems. "
target: Quorum Infoscreen
InfoScreen is a software solution developer that specializes in the corporate administration and fiduciary sectors. ‘InfoScreen Quorum’ is their flagship corporate administration product and is the market leader in Cyprus.
price ($mm)
$2.06
rev ($mm)
$1
EBITDA ($mm)
EV / rev
1.8x
EV / EBITDA
closed 4/29/2020 via Company Press Release

Septeo Group, acquired SoftLaw SAS

synopsis: A pioneer in technological innovations for players in law, real estate and IT, the Septeo group is consolidating its expertise and its leadership in its historic markets by acquiring SOFTLAW, a French startup specializing in automated contract analysis for legal professionals.
buyer: Septeo Group
A major player in technology serving legal professionals, property managers and CIOs, Septeo deploys its expertise in France and worldwide, with 10,000 clients and more 120,000 users. Septeo brings together and grows 14 complementary companies specializing in the publishing of software solutions, "
target: SoftLaw SAS
Founded in 2015, SOFTLAW is the first company in France to specialize in contract analysis assisted by artificial intelligence. SOFTLAW offers a solution that helps legal professionals (lawyers, notaries) in their management, audit and contract compliance work.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/31/2020 via PR Newswire

Mitratech, Inc., acquired Tracker Corp.

synopsis: Mitratech, a leading global provider of legal and compliance software, announced its acquisition of Tracker Corp, the foremost provider of SaaS I-9, E-Verify, and immigration management solutions. This will uniquely equip Mitratech to help organizations overcome the challenges of increased government scrutiny.
buyer parent: TA Associates
buyer: Mitratech, Inc.
Mitratech is a proven global technology partner for corporate legal, risk, and compliance professionals, offering a proven portfolio of end-to-end solutions that spread operational best practices throughout the enterprise, standardizing processes, and accelerating time-to-value. "
target: Tracker Corp.
Tracker Corp is the foremost provider of SaaS I-9, E-Verify, and immigration management solutions. Its I-9 Complete offering is the only end-to-end I-9 compliance software solution that's maintained a perfect track record of zero client fines.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/3/2010 via PR Newswire

Thomson Reuters, acquired Complinet Ltd.

synopsis: Thomson Reuters, the world's leading source of intelligent information for businesses and professionals, announced that it will acquire Complinet, a leading provider of global compliance information solutions for financial services institutions and their advisers.
buyer: Thomson Reuters (TRI:$6,348.00)
Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. Powered by the world's most trusted news organization, Thomson Reuters combine industry expertise with innovative technology to deliver critical information to leading decision makers. "
target: Complinet Ltd.
Complinet is the leading provider of solutions that dynamically deliver relevant compliance intelligence to industry professionals within the highly regulated global financial services community.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/19/2020 via Company Press Release

Kaizen Reporting, acquired Single Rulebook

synopsis: Kaizen Reporting, a leading regulatory reporting assurance firm in the UK, has acquired Single Rulebook, a UK-based software solution for the management of regulatory rules. Single Rulebook provides a solution that allows financial institutions, law firms and consultancies to search, share and manage regulatory change more efficiently.
buyer: Kaizen Reporting
Kaizen Reporting is regulatory reporting specialist in the UK on a mission to transform the quality of regulatory reporting in the financial services industry. They offer market-leading assurance and shareholding disclosure services that combine regulatory expertise with advanced technology. "
target: Single Rulebook
Single Rulebook is a UK-based software solution for the management of regulatory rules. Single Rulebook provides a solution that allows financial institutions, law firms and consultancies to search, share and manage regulatory change more efficiently.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/7/2018 via BNC Analysis

iManage, Inc., acquired Elegrity

synopsis: iManage, the company dedicated to transforming how professionals work, announced it has broadened its Work Product Management portfolio with the acquisition of Elegrity, a leading provider of risk and compliance management software and solutions. 
buyer: iManage, Inc. (IMAN:$0.00)
iManage is the leading provider of Work Product Management solutions for legal, accounting and financial services firms and the corporate departments they serve worldwide. Every day iManage helps professionals streamline the creation, sharing, governance and security of their work product. "
target: Elegrity
Elegrity is a leading provider of risk and compliance management software and solutions. Elegrity has gained market and thought leadership for its industry-leading solutions that manage conflicts of interest, new business intake and other key risk mitigation processes in law firms.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/21/2016 via PR Web

LexisNexis, will acquire Intelligize

synopsis: LexisNexis, a leading global provider of content and technology solutions, is acquiring Intelligize, a leading provider of a web-based services platform that enables law firms, accounting firms, corporations and others to more efficiently research, prepare and draft SEC filings, corporate transactions and various agreements.
buyer parent: RELX Group plc
buyer: LexisNexis
LexisNexis Legal & Professional is a leading global provider of content and technology solutions that enable professionals in legal, corporate, tax, government, academic and non-profit organizations to make informed decisions and achieve better business outcomes. "
target: Intelligize
Intelligize is a leading provider of a web-based services platform that enables law firms, accounting firms, corporations and others to more efficiently research, prepare and draft SEC filings, corporate transactions and various agreements within a fast-changing regulatory environment.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/18/2021 via Company Press Release

Ontario Teachers' Pension Plan, acquired Mitratech, Inc.

synopsis: Ontario Teachers Pension Plan, Canada’s largest single-profession pension plan, has acquired a majority stake in Mitratech, a provider of legal and compliance software, from TA Associates and Hg.
buyer: Ontario Teachers' Pension Plan
The Ontario Teachers’ Pension Plan is Canada’s largest single-profession pension plan, with $201.4 billion in net assets at June 30, 2019. It holds a diverse global portfolio of assets, approximately 80% of which is managed in-house, and has earned an annual total-fund net return of 9.7% since 1990."
target parent: TA Associates
target: Mitratech, Inc.
Mitratech is a proven global technology partner for corporate legal, risk, and compliance professionals, offering a proven portfolio of end-to-end solutions that spread operational best practices throughout the enterprise, standardizing processes, and accelerating time-to-value.
price ($mm)
$1,500
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/3/2020 via Company Press Release

Exterro Inc., acquired AccessData Corporation

synopsis: Exterro Inc., the preferred provider of Legal GRC software and the Association of Corporate Counsel’s exclusive Alliance Partner for E-Discovery, Data Privacy and Cybersecurity Compliance, announced it has acquired AccessData, the industry’s leading provider of digital forensic investigation technology.
buyer: Exterro Inc.
Exterro®, Inc. is the leading provider of e-discovery and privacy software specifically designed for in-house legal, privacy and IT teams at Global 2000 and Am Law 200 organizations. Exterro software helps organizations address their regulatory, compliance and litigation risks more effectively. "
target: AccessData Corporation
AccessData makes the world's most advanced and intuitive incident resolution solutions. Their technology delivers real-time insight, analysis, response and resolution of data incidents, such as cyber threats, insider threats, mobile and BYOD risk, Governance Risk & Compliance and eDiscovery events.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/15/2015 via Reuters

TA Associates, will acquire Mitratech, Inc.

synopsis: Vista Equity Partners has agreed to sell enterprise legal services provider Mitratech Holdings Inc to private equity firm TA Associates, one of the oldest and largest growth private equity firms in the world. Mitratech provides management software for the legal departments of companies, including more than 25% of the Fortune 500 companies.
buyer: TA Associates
TA Associates is one of the oldest and largest growth private equity firms in the world. They invest in growing private companies in exciting industries, with the goal of helping management teams build their businesses into great companies. "
target parent: Vista Equity Partners
target: Mitratech, Inc.
Mitratech is the most trusted, market-leading provider of fully-integrated Enterprise Legal Management (ELM) solutions for over 750 global legal departments of all sizes, representing 7 of the Fortune 10, almost 40% percent of the Fortune 500, and over 100,000 users in over 150 countries.
price ($mm)
$300
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/31/2011 via Market Wire

Vista Equity Partners, acquired Mitratech, Inc.

synopsis: Mitratech, the leader in Corporate Legal Automation solutions including Matter Management, e-Billing, and Governance Risk and Compliance automation, announced that it has been acquired by Vista Equity Partners, a private equity firm with $6 billion in committed capital.
buyer: Vista Equity Partners
Vista Equity Partners, a U.S. based private equity firm with offices in San Francisco, Chicago and Austin, invests nearly $5 billion in capital committed to dynamic, successful technology-based organizations led by world-class management teams with long-term perspective. "
target: Mitratech, Inc.
Mitratech provides Collaborative Accountability Applications for businesses. Its TeamConnect Collaborative Accountability Suite improves transparency of financial reporting, reduces exposure to risk, and improves information security and the efficiency of enterprise processes.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/28/2021 via PR Web

Scanmarket, acquired Symfact

synopsis: Denmark-based Scanmarket A/S, a Source-to-Contract (S2C) software provider, has acquired of Symfact AG of Switzerland, an enterprise Contract Lifecycle Management (CLM) and Third-Party Risk Management software company specializing in artificial intelligence (AI) and machine learning applied to the legal market.
buyer parent: Verdane Capital
buyer: Scanmarket
Based in Denmark, Scanmarket is a Source-to-Contract (S2C) software provider that develops advanced functionalities in an effortless design. Originating from the needs of the end user, Scanmarket’s S2C solution is attuned to meet the needs of the procurement professional. "
target: Symfact
Switzerland-based Symfact is the developer of an industry-leading software platform for enterprise management. Its single and unique software, across multiple contract and compliance domains, allows businesses to deal with several contract areas as well as related governance, risk, and compliance.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/12/2020 via PR Newswire

Reveal Data Corporation, acquired NexLP

synopsis: Reveal acquired NexLP, the leading artificial intelligence software in the legal industry. With the acquisition, Reveal becomes the market-leader in AI-powered, end-to-end eDiscovery. Founded by a team of data scientists, programmers, and eDiscovery experts, NexLP uses Artificial Intelligence and Machine Learning to derive actionable insights.
buyer: Reveal Data Corporation
Reveal is a provider of cloud-based eDiscovery software solutions and services. Its eDiscovery software platform offers processing, early case assessment, review and AI capabilities, combining an intuitive user interface with a robust Software as a Service platform designed for scale and speed. "
target: NexLP
Founded by a team of data scientists, programmers, and eDiscovery experts, NexLP uses Artificial Intelligence and Machine Learning to derive actionable insight from unstructured and structured data.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/8/2020 via Yahoo, Inc.

IPRO Tech, acquired NetGovern

synopsis: Ipro Tech, LLC, the leader in eDiscovery, case management, and trial technology, is excited to announce the acquisition of NetGovern, a leader in Information governance, risk, and compliance software. Joining these two global companies and their technologies will provide an innovative workflow in the legal industry.
buyer: IPRO Tech
Founded in 1989, Ipro is a global leader in the development of advanced software solutions used by legal professionals to streamline the discovery process. Ipro offers proven eDiscovery to Trial software, services, and support – bundled as a solution and deployed on Cloud, On-Prem, or Desktop. "
target: NetGovern
NetGovern is a leader in Information governance, risk, and compliance software. NetGovern's information archiving and governance software helps mid-sized organizations solve data compliance, safeguard personal information, simplify eDiscovery and protect their reputation.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/30/2018 via BusinessWire

Consilio, acquired DiscoverReady

synopsis: Consilio, a global leader in eDiscovery, document review, risk management, and legal consulting services, has announced it has acquired DiscoverReady, a premier eDiscovery, document review, and compliance solutions provider.
buyer parent: GI Partners
buyer: Consilio
Consilio is a global leader in eDiscovery, document review and legal consulting services. Consilio supports multinational law firms and corporations using innovative software, cost-effective managed services and deep legal and regulatory industry expertise. "
target parent: H.I.G. Capital
target: DiscoverReady
DiscoverReady is a leading Information Intelligence solution provider specializing in legal, compliance, and governance. Their innovative solutions allow global corporations and law firms to derive business value from information assets, secure and protect data, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/4/2007 via BusinessWire

Skywire Software, acquired Whitehill Technologies, Inc.

synopsis: Skywire Software announced the successful completion of its acquisition of Whitehill Technologies, Inc., solidifying the company’s position as a dominant, vertically focused provider of software and services worldwide. Terms of the transaction were not disclosed. Skywire Software is a privately held subsidiary of Hall Financial Group.
buyer parent: Hall financial group
buyer: Skywire Software
Skywire Software is a diversified software company focused on insurance, financial services, and enterprise services management. More than 150 customers in 10 countries benefit from the company's software applications and professional services. "
target parent: Whitehill Technologies, Inc.
target: Whitehill Technologies, Inc.
Whitehill Technologies, Inc. develops and implements proven software that accelerates business communication by automating document creation, workflow, and compliance. Our customers include over 700 large law firms and insurance carriers in 45 countries.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/5/2007 via PR Newswire

Computershare Limited, acquired Datacare Software Group Limited

synopsis: Computershare Limited has completed the acquisition of the Datacare Software Group; the world's leading supplier of entity management and subsidiary governance solutions.
buyer: Computershare Limited (ASX:CPU:$2,346.26)
Computershare is a global leader in share registration, employee equity plans, proxy solicitation and other specialised financial and communication services. Our innovative solutions maximise the value of relationships with investors, employees, customers and members. "
target: Datacare Software Group Limited
Datacare Software Group is the world's leading supplier of entity management and subsidiary governance solutions. Today over 250,000 legal entities are administered, governed and kept compliant using our software.
price ($mm)
$17
rev ($mm)
$10
EBITDA ($mm)
EV / rev
1.6x
EV / EBITDA
closed 11/23/2005 via BusinessWire

The Carlyle Group, acquired SS&C Technologies, Inc.

synopsis: SS&C Technologies, Inc. announced that Sunshine Acquisition Corporation, a corporation affiliated with The Carlyle Group, a global private equity firm, completed the acquisition of SS&C Technologies, Inc. The aggregate consideration to be paid to SS&C stockholders and option holders is approximately $942 million.
buyer: The Carlyle Group (CG:$5,531.80)
The Carlyle Group is a private global investment firm that originates, structures and acts as lead equity investor in management-led buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, and growth capital financings. "
target: SS&C Technologies, Inc. (SSNC:$4,960.20)
SS&C delivers investment and financial management software and related services focused exclusively on the financial services industry. By leveraging expertise in common investment business functions, SS&C cost effectively serves clients in different industry segments.
price ($mm)[EV]
$875 [$917]
rev ($mm)
$120
EBITDA ($mm)
$43
EV / rev
8.2x
EV / EBITDA
23.1x
closed 1/18/2022 via GlobeNewswire

FileTrail, Inc., acquired Teravine, Inc.

synopsis: FileTrail, the leader in modern information governance and records management software for law firms and highly regulated industries, announced its acquisition of Teravine, a company that has specialized in information governance software as a service primarily for large law firms throughout the United States since 2016.
buyer: FileTrail, Inc.
FileTrail is a leader in the ECM world, providing physical records and digital assets management solutions that are highly configurable, scalable, and efficient. "
target: Teravine, Inc.
Based in Overland Park, Kansas, Teravine has specialized in information governance software as a service primarily for large law firms throughout the United States since 2016.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/28/2017 via BusinessWire

Clearlake Capital Group, L.P., acquired NetDocuments

synopsis: Clearlake Capital Group, L.P. announced that it in partnership with management it has completed the acquisition of NetDocuments, the leading provider of secure cloud-based document management, email management, and collaboration solutions to law firms and corporate legal and compliance departments.
buyer: Clearlake Capital Group, L.P.
Founded in 2006, Clearlake Capital Group is a leading investment firm focused on private equity and special situation transactions. Having committed approximately $3 billion over 70 investments, they have a history of long-term strategic partnership with management to transform and grow companies. "
target: NetDocuments
NetDocuments is the leader in cloud-based document and email management. Law firms enjoy the power and simplicity of built-in disaster recovery, matter centricity, enterprise search, mobility, records management, collaboration, and compliance for documents and email with NetDocuments.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/16/2016 via BNC Analysis

Microgen Plc, acquired Quorum Infoscreen

synopsis: Microgen plc is pleased to announce the acquisition of Infoscreen (Cyprus) Limited. Infoscreen (Quorum Infoscreen) is based in Cyprus with additional offices in Hong Kong and Belgrade. Infoscreen's software is used by approximately 200 clients in the Trust & Fund Administration sector providing the business with a strong recurring revenue base.
buyer: Microgen Plc (LSE:MCGN:$89.10)
Microgen is the owner of two software businesses, Aptitude Software and Microgen Financial Systems. Aptitude Software serves enterprise CFOs in a range of industries, helping them to streamline finance operations. Microgen Financial Systems offers a range of financial services technology systems. "
target: Quorum Infoscreen
InfoScreen is a software solution developer that specializes in the corporate administration and fiduciary sectors. ‘InfoScreen Quorum’ is their flagship corporate administration product and is the market leader in Cyprus.
price ($mm)
$2.06
rev ($mm)
$1
EBITDA ($mm)
EV / rev
1.8x
EV / EBITDA
announced 5/30/2019 via Company Press Release

Silverfleet Capital, will acquire Microgen Financial Systems

synopsis: Aptitude Software Group, leading provider of business-critical software and services, has entered into an agreement to sell its wholly-owned subsidiary, Microgen Financial Systems ("MFS"), to Moscow Bidco Limited, a private limited company controlled by Silverfleet Capital. MFS develops and implements its software for the financial services sector.
buyer: Silverfleet Capital
Silverfleet Capital is a leading, independent, European private equity firm specialising in mid-market buyouts. They utilise this expertise to help their portfolio companies make bolt-on acquisitions and to achieve strong organic growth. "
target parent: Aptitude Software Group plc
target: Microgen Financial Systems (LSE:MCGN:$46.57)
Microgen Financial Systems develops, implements and supports its own market-leading software for the financial services sector. They offer a range of financial services technology systems focused on the global Wealth Management sector and also provides Application Management services.
price ($mm)
$65
rev ($mm)
$23
EBITDA ($mm)
EV / rev
2.8x
EV / EBITDA
closed 8/31/2017 via BusinessWire

Aptitude Software, acquired RevStream Inc.

synopsis: Aptitude Software, the fastest-rising financial software specialist, announced the acquisition of RevStream, the market innovator in revenue accounting and management. RevStream Inc. is the leading provider of Cloud based Revenue Management and Analytics Software to both large Enterprises and Emerging Mid-Market companies.
buyer parent: Microgen Plc
buyer: Aptitude Software
Aptitude Software delivers specialist financial applications to equip Chief Financial Officers (and the finance function) to fulfill their strategies and ambitions. Their software helps finance to supercharge control, reporting and analysis processes. "
target: RevStream Inc.
RevStream Inc. is the leading provider of Cloud based Revenue Management and Analytics Software to both large Enterprises and Emerging Mid-Market companies. It’s Enterprise Revenue Lifecycle Management suite of products helps in simplifying, automating and optimizing processes that impact revenue.
price ($mm)[EV]
$12 [$16]
rev ($mm)
$3
EBITDA ($mm)
EV / rev
4.5x
EV / EBITDA
closed 2/27/2017 via Company Press Release

Microgen Plc, acquired Primacy Corporation

synopsis: Microgen plc is pleased to announce the acquisition of Primacy Corporation (‘Primacy’) from the Kelly Family Trust. Primacy is a Toronto-based provider of software to the Trust & Fund Administration market and will be integrated into the Microgen Financial Systems business.
buyer: Microgen Plc (LSE:MCGN:$89.10)
Microgen is the owner of two software businesses, Aptitude Software and Microgen Financial Systems. Aptitude Software serves enterprise CFOs in a range of industries, helping them to streamline finance operations. Microgen Financial Systems offers a range of financial services technology systems. "
target parent: Kelly Family Charitable Trust
target: Primacy Corporation
Primacy is a Toronto-based provider of software to the Trust & Fund Administration market. It was created to address the expansive needs of private banks and offshore trusts to better serve the growing demands of their clients in the wealth management sector.
price ($mm)
$4.27
rev ($mm)
$2
EBITDA ($mm)
EV / rev
2.8x
EV / EBITDA
closed 5/16/2016 via BNC Analysis

Microgen Plc, acquired Quorum Infoscreen

synopsis: Microgen plc is pleased to announce the acquisition of Infoscreen (Cyprus) Limited. Infoscreen (Quorum Infoscreen) is based in Cyprus with additional offices in Hong Kong and Belgrade. Infoscreen's software is used by approximately 200 clients in the Trust & Fund Administration sector providing the business with a strong recurring revenue base.
buyer: Microgen Plc (LSE:MCGN:$89.10)
Microgen is the owner of two software businesses, Aptitude Software and Microgen Financial Systems. Aptitude Software serves enterprise CFOs in a range of industries, helping them to streamline finance operations. Microgen Financial Systems offers a range of financial services technology systems. "
target: Quorum Infoscreen
InfoScreen is a software solution developer that specializes in the corporate administration and fiduciary sectors. ‘InfoScreen Quorum’ is their flagship corporate administration product and is the market leader in Cyprus.
price ($mm)
$2.06
rev ($mm)
$1
EBITDA ($mm)
EV / rev
1.8x
EV / EBITDA
closed 7/16/2015 via BNC Analysis

Microgen Plc, acquired Jobstream Group PLC

synopsis: Microgen PLC, a company that develops, implements and supports business-critical software, has acquired Jobstream Group, the leading global providers of trust software for offshore trusts. Their solution is used as a business platform for trust and company administration, accounting and practice management.
buyer: Microgen Plc (LSE:MCGN:$89.10)
Microgen Plc develops, implements and supports business-critical software. They solve problems involving data-intensive processes, automation of complex business processes, application of new business logic to existing systems, and enabling financial transactions across product and finance systems. "
target: Jobstream Group PLC
Jobstream are the leading global providers of trust software for offshore trusts. Their solution is used worldwide by trust companies, banks, family offices and similar organizations as a business platform for trust and company administration, accounting and practice management.
price ($mm)
$5.46
rev ($mm)
$3
EBITDA ($mm)
EV / rev
2.0x
EV / EBITDA
closed 6/10/2015 via BNC Analysis

Microgen Financial Systems, acquired Finalysys Limited

synopsis: Microgen has acquired Finalysys Ltd, a Jersey-based provider of wealth management software for the offshore finance industry. Finalysys will be integrated into Microgen's Financial Systems business. Finalysys’ main application (Alchemy) is in use in Jersey, Guernsey, Isle of Man, Gibraltar and Malta.
buyer parent: Microgen Plc
buyer: Microgen Financial Systems (LSE:MCGN:$46.57)
Microgen Financial Systems develops, implements and supports its own market-leading software for the financial services sector. With detailed domain knowledge of specific markets, Microgen enables its customers to quickly realise business value from their investment in technology. "
target: Finalysys Limited
Finalysys Ltd is a Jersey-based provider of wealth management software for the offshore finance industry. Finalysys’ main application (Alchemy) is in use in Jersey, Guernsey, Isle of Man, Gibraltar and Malta.
price ($mm)
$0.46
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/5/2014 via BNC Analysis

Microgen Plc, acquired Unity Software Limited

synopsis: Microgen Plc announced that it has acquired Unity Software Limited, a Jersey-based provider of wealth management software. Their Unity Elements platform provides clients with an integrated data management system in which data is secure, dependable and readily available.
buyer: Microgen Plc (LSE:MCGN:$89.10)
Microgen Plc develops, implements and supports business-critical software. They solve problems involving data-intensive processes, automation of complex business processes, application of new business logic to existing systems, and enabling financial transactions across product and finance systems. "
target: Unity Software Limited
Unity Software Limited is a privately owned company providing software applications and services to the offshore finance industries. They provide stable, cost effective solutions to meet the current and future business requirements of their clients.
price ($mm)
$2.03
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/22/2021 via PR Newswire

Addepar, acquired AdvisorPeak, Inc.

synopsis: Addepar, a leading wealth management technology platform purpose built for investments, announced that it has acquired AdvisorPeak. AdvisorPeak offers investment professionals enterprise-class portfolio management tools that support portfolio trading and rebalancing, incorporating client cash management needs, and tax-optimized strategies.
buyer: Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The company's platform aggregates portfolio, market and client data all in one place. "
target: AdvisorPeak, Inc.
Located in Utah, AdvisorPeak, Inc. was founded by former investment advisors and wealth management experts with the vision of bringing innovative software to the financial services industry. AdvisorPeak puts enterprise-class portfolio management tools within reach of all investment professionals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/1/2021 via PR Newswire

Banyan Software, acquired HWA International Inc.

synopsis: Banyan Software, Inc., a company focused on acquiring, building and growing great enterprise software businesses, has acquired HWA International Inc., a leader in trust accounting software that addresses the reporting and regulatory complexities of trust administration.
buyer: Banyan Software
Banyan Software acquires, builds, and grows great enterprise software businesses. With a permanent capital base, Banyan focuses on a buy and hold for life strategy for growing software companies that serve specialized markets. "
target: HWA International Inc.
HWA International Inc. is a leader in trust accounting software that addresses the reporting and regulatory complexities of trust administration. Headquartered in Tennessee, HWA International has been providing reliable and affordable tools for efficient portfolio management and trust operations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/5/2021 via PR Web

Lifeworks Advisors, LLC, acquired Aimvest Technologies Inc.

synopsis: Lifeworks Advisors has acquired Aimvest Technologies, an innovative financial technology development company. Aimvest’s technology will be integrated into the Lifeworks Advisor platform to create custom investment portfolios for clients. Aimvest provides algorithmic allocation strategies to family offices.
buyer: Lifeworks Advisors, LLC
Founded by advisors frustrated with technology platforms and the way financial advice traditionally has been priced and delivered, Lifeworks Advisors provides a complete, end-to-end, technology platform that seamlessly enables advisors to create their own scalable and winning client experience. "
target: Aimvest Technologies Inc.
Aimvest Technologies is a fintech startup founded by MIT graduate technologists Hugo Castalan and Alex Mathé-Cathala. Aimvest provides algorithmic allocation strategies to family offices and independent RIAs (Registered Investment Advisors).
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/27/2020 via GlobeNewswire

LPL Financial LLC, acquired Blaze Portfolio Systems

synopsis: LPL Financial, a leader in the retail financial advice market, has acquired Blaze Portfolio, a company that develops scalable investment portfolio rebalancing software and real-time trade order management technology for wealth managers, investment advisors, multi-family offices, digital advisors and industry partners.
buyer: LPL Financial LLC (LPLA:$5,693.48)
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. LPL serves independent financial advisors and financial institutions, providing them with technology, research, clearing and compliance services, and practice management programs. "
target: Blaze Portfolio Systems
Blaze Portfolio develops scalable investment portfolio rebalancing software and real-time trade order management technology for wealth managers, investment advisors, multi-family offices, digital advisors and industry partners.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/2/2020 via PR Newswire

Featheringill Capital, acquired InvestEdge, Inc.

synopsis: Featheringill Capital, an operator-led family office investment firm, has acquired a majority stake in InvestEdge, Inc., a leading provider of innovative advisor solutions to wealth management firms. InvestEdge offers software for compliance, portfolio management, and UMA accounting.
buyer: Featheringill Capital
Featheringill Capital is an operator-led family office investment firm. Featheringill invests in high-growth businesses and partners with management teams primarily in the tech-enabled services, healthcare technology, and telecommunications space. "
target: InvestEdge, Inc.
InvestEdge is a leading provider of innovative advisor solutions to wealth management firms. InvestEdge offers software for compliance, portfolio management, and UMA accounting. The company's software allows wealth managers to tie any data source into portfolio accounting.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/18/2019 via BNC Analysis

FNZ UK Ltd., acquired JHC Systems Ltd

synopsis: FNZ, a UK company that partners with major financial institutions to enable them to provide multi-channel wealth management services to their clients, has acquired JHC, a London-based company that provides the core technology platform to a number of top wealth managers and platforms.
buyer parent: H.I.G. Capital
buyer: FNZ UK Ltd.
Headquartered in the UK, FNZ partners with major financial institutions to enable them to provide multi-channel wealth management services to their clients across direct, intermediated and workplace channels. They develop long-term partnerships with clients to enable them to get to market quickly. "
target: JHC Systems Ltd
Headquartered in London, JHC provides the core technology platform to a number of top wealth managers and platforms. Its established software solutions facilitate more effective portfolio management, account administration, regulatory compliance and risk analysis for clients and financial advisers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/31/2019 via BNC Analysis

Spitfire, acquired Wealthtrac

synopsis: Australia's Spitfire, a company that is dedicated to transforming the technology solutions for the financial services industry, has acquired Wealthtrac, an Australian company that develops and distributes wealth products for the self-licensed dealer market.
buyer: Spitfire
Australia's Spitfire is dedicated to transforming the technology solutions for the financial services industry. Spitfire’s core solution is a total wealth and single ecosystem digital platform supporting clients to deliver a consolidated client wealth view of “any asset, in any market, at any time”."
target: Wealthtrac
Headquartered in Australia, Wealthtrac develops and distributes wealth products for the self-licensed dealer market. They partner with leading platform and service providers to deliver best in class services for their adviser network.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/2/2018 via BusinessWire

Envestnet, Inc., acquired FolioDynamix

synopsis: Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, announced that it has acquired FolioDynamix, a provider of integrated wealth management technology solutions. FolioDynamix provides an end-to-end technology solution paired with a suite of advisory tools.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises to fully understand their clients. "
target parent: Actua Corporation
target: FolioDynamix
FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services.
price ($mm)
$195
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/19/2017 via PR Newswire

Asset Vantage, acquired Financial Navigator Inc.

synopsis: Asset Vantage Inc., creators of the most sophisticated cloud/mobile-based asset management, accounting and reporting system on the market, announced that it has acquired Santa Clara-based Financial Navigator Inc., a leading US provider of integrated general ledger and portfolio tracking software focused on the wealth management market.
buyer parent: UniDEL Group
buyer: Asset Vantage
Asset Vantage was founded as a next generation, cloud/mobile based asset management, accounting and reporting system catering to the complex and discreet financial needs of customers ranging from individual wealth holders to fully staffed family offices and those professionals that service them. "
target: Financial Navigator Inc.
Financial Navigator provides accounting and financial software. The end-to-end software enables clients to aggregate data from managers and reporting entities, analyze investment performance and risk, prepare financial statements and consolidated reports, & confidentially share selected information.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/4/2014 via PR Web

Actua Corporation, acquired FolioDynamix

synopsis: Edison Partners announced the closing of the successful exit of FolioDynamix. This closing follows the previously announced acquisition by Actua Corporation. FolioDynamix has transformed how wealth service providers and investment advisors work by unifying the full wealth management lifecycle with a comprehensive, secure, cloud-based platform.
buyer: Actua Corporation (ACTA:$118.96)
Actua Corporation, the multi-vertical cloud company, brings the power of the cloud to vertical markets and processes. Actua is pioneering the second wave of the SaaS revolution – the vertical wave – by growing cloud businesses that are transforming their markets. "
target parent: Edison Partners
target: FolioDynamix
FolioDynamix offers the most comprehensive web-based technology platform for managing the full wealth advisory lifecycle – including proposal and onboarding, research, model management, portfolio accounting, trade order management, reporting, and performance analytics – across all account types.
price ($mm)
$210
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/1/2014 via PR Newswire

Morningstar, Inc., acquired ByAllAccounts, Inc.

synopsis: Morningstar, Inc. acquired ByAllAccounts, Inc., a provider of innovative data aggregation technology for financial applications. ByAllAccounts uses a knowledge-based process, including patented artificial intelligence technology, to collect, consolidate, and enrich financial account data and deliver it to virtually any platform.
buyer: Morningstar, Inc. (MORN:$1,699.30)
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions. "
target: ByAllAccounts, Inc.
ByAllAccounts is a provider of innovative data aggregation technology for financial applications. ByAllAccounts uses a knowledge-based process, including patented artificial intelligence technology, to collect, consolidate, and enrich financial account data and deliver it to virtually any platform.
price ($mm)
$28
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/1/2012 via BusinessWire

Envestnet, Inc., acquired Tamarac Inc.

synopsis: Envestnet, Inc., a provider of integrated wealth management solutions for financial advisors, announced the completion of its acquisition of Tamarac, Inc., a provider of sophisticated portfolio management technology that enables Registered Investment Advisors to efficiently deliver customized individual account management to their clients.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of technology-enabled wealth management solutions to financial advisors. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. "
target: Tamarac Inc.
Tamarac provides an integrated, web-based suite of portfolio and client management software for independent advisors and wealth managers. Tamarac’s technology offering is further complemented by a range of outsourced portfolio accounting services.
price ($mm)
$54
rev ($mm)
$9
EBITDA ($mm)
EV / rev
5.7x
EV / EBITDA
closed 12/1/2014 via PR Newswire

Confluence, acquired Orfival

synopsis: Confluence, the global leader in investment data management automation, announces that it has acquired Belgium-based data solutions provider Orfival. Orfival provides dedicated data solutions to the insurance and asset management industries with a range of institutional and corporate clients.
buyer parent: Polaris Partners
buyer: Confluence
Confluence is a global leader in investment data management automation. Helping investment management companies gain unprecedented control, Confluence automates every step of the fund administration process - including the collection, creation, confirmation and delivery of investment product data. "
target: Orfival
Orfival provides dedicated data solutions to the insurance and asset management industries with a range of institutional and corporate clients. Orfival's services cover portfolio management and analytics, performance measurement and attribution, risk and investment compliance and reporting services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/21/2014 via BusinessWire

Archway Technology Partners, LLC, will acquire WealthTouch, Inc.

synopsis: Archway Technology Partners, LLC, a provider of software products for the private wealth management industry, announced that it has reached an agreement to acquire WealthTouch Holdings, Inc, a leading provider of consolidated investment reporting services to ultra-high net worth families, family offices, wealth advisors and foundations.
buyer: Archway Technology Partners, LLC
Archway Technology Partners, LLC, is focused on delivering high-quality software solutions and services to investment partnership professionals. Archway delivers robust functional products and flexible services packaged to yield solutions that are tailored for their customers. "
target: WealthTouch, Inc.
Founded exclusively to serve ultra-high net worth families and their trusted advisors, WealthTouch delivers greater financial clarity, control and peace of mind through its suite of innovative consolidated reporting solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/2/2011 via Company Press Release

Advent Software, Inc., acquired Black Diamond Performance Reporting

synopsis: Advent Software, Inc., a leading provider of software and services for the investment management industry, announced that it has completed its acquisition of Black Diamond Performance Reporting, LLC, a leading provider of web-based, outsourced portfolio management and reporting platforms for independent advisors.
buyer: Advent Software, Inc. (ADVS:$403.28)
Advent Software's quality software, data, services and tools enable financial professionals to improve service and communication to their clients, allowing them to grow their business while controlling costs. "
target: Black Diamond Performance Reporting
Founded in 2003 and headquartered in Jacksonville, Florida, Black Diamond is a leading provider of Web-based, outsourced portfolio management and reporting platforms to independent advisors, wealth managers, banks, broker-dealers and family offices.
price ($mm)
$72
rev ($mm)
$12
EBITDA ($mm)
EV / rev
6.0x
EV / EBITDA
closed 5/26/2021 via BNC Analysis

Astorg, Bridgepoint, acquired Fenergo

synopsis: Irish fintech Fenergo has been acquired from New York-based venture capital firm Insight Partners by two private equity firms, Paris-based Astorg and London-based Bridgepoint. Founded in 2009, Fenergo builds software to help banks and asset managers with regulatory compliance and managing client data.
buyer: Astorg
buyer: Bridgepoint (:$353.32)
Paris-based Astorg and London-based Bridgepoint are two private equity firms. Astorg is a global private equity firm with over €10 billion of assets under management. Bridgepoint is a major international alternative asset fund management group. "
target parent: Insight Venture Partners
target: Fenergo
Fenergo is the leading provider of Know-Your-Customer (KYC) and Client Lifecycle Management (CLM) software solutions for financial institutions. Founded in 2009, Fenergo builds software to help banks and asset managers with regulatory compliance and managing client data.
price ($mm)
$1,098
rev ($mm)
$107
EBITDA ($mm)
EV / rev
10.3x
EV / EBITDA
closed 5/22/2020 via Company Press Release

Smarsh, Inc., acquired Entreda, Inc.

synopsis: Smarsh has acquired Entreda, the award-winning developer of integrated cybersecurity risk and compliance management software and services for the wealth management market. The acquisition enables Smarsh to provide industry-leading enterprise cybersecurity risk and compliance capabilities to broker-dealers, registered investment advisors, and banks.
buyer parent: K1 Investment Management
buyer: Smarsh, Inc.
Smarsh helps financial services organizations get ahead—and stay ahead—of the risk within their electronic communications. Smarsh has established the industry standard for the efficient review and production of content from the diverse range of channels that organizations now use to communicate. "
target: Entreda, Inc.
Entreda is a provider of comprehensive cybersecurity software, systems, and training to the wealth management industry. Entreda developed its CyberRisk number platform, Unify, to help regulated industries monitor and protect client information and assets with the highest standards of security.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/4/2019 via Company Press Release

Broadridge Financial Solutions, Inc., acquired Financial Database Services

synopsis: Broadridge Financial Solutions, a leading provider of investor communications and technology-driven solutions, has acquired Financial Database Services, a trusted provider of compensation management, compliance and advisor onboarding solutions for the wealth management industry.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge helps clients reduce their capital investments in operations infrastructure. "
target: Financial Database Services
Financial Database Services, the developer of the CAESAR suite of products, provides a modular suite of compensation and compliance tools to the wealth management industry, including advisor onboarding and analytics solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/17/2018 via PR Newswire

Compliance Solutions Strategies, acquired TradeChannel AB

synopsis: Compliance Solutions Strategies ("CSS"), the leading global RegTech platform backed by CIP Capital, has acquired TradeChannel, a leading provider of post-trade regulatory reporting, data and systems integration software to the financial services industry. TradeChannel is based in Stockholm, Sweden.
buyer parent: CIP Capital
buyer: Compliance Solutions Strategies
Compliance Solutions Strategies (CSS) is a leading provider of technology-enabled regulatory and compliance solutions to the financial services industry. The CSS platform is comprehensive, offering regulatory reporting, data management, outsourced compliance management and more. "
target: TradeChannel AB
TradeChannel is a leading software company that assists the Nordic financial community with post-trade regulatory reporting, data and systems integration software solutions. Its client base includes major Nordic asset managers, pension funds, banks and insurance companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/21/2018 via BNC Analysis

Sargon, will acquire Decimal Software

synopsis: Financial technology and infrastructure company, Sargon, has announced an agreement to acquire 100 per cent of the issued shares in Decimal Software. Decimal's white label platform enables omni-channel support, real-time compliance and the ability for enterprises to offer an extended range of advice products.
buyer: Sargon
Sargon provides financial institutions and entrepreneurs with the technology and infrastructure they need to successfully build and grow investment funds and financial products. Founded in 2013, Sargon operates across Australia, New Zealand and Hong Kong. "
target: Decimal Software (ASX:DSX:$0.78)
Decimal's white label platform enables omni-channel support, real-time compliance and the ability for enterprises to offer an extended range of advice products. This includes, but isn't limited to savings, mortgage, insurance, retirement savings, straight investment and post retirement products.
price ($mm)[EV]
$4.45 [$4.38]
rev ($mm)
$1
EBITDA ($mm)
EV / rev
4.1x
EV / EBITDA

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Geography
Matching Companies
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
2021
rev ($mm)
$4,960.20
EBITDA ($mm)
$1,855.60
EBIT ($mm)
$1,213.70
Net Income ($mm)
$746.20
Employees
24600
  • 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
 
 
 
 
 
 
 
 
Aptitude Software Group plc
Aptitude Software Group plc
Aptitude Software Group, formerly Microgen, is the owner of 2 leading software businesses, Aptitude Software and Microgen Financial Systems.. Aptitude Software helps enterprise CFOs to streamline finance operations. Microgen Financial Systems offers a range of financial services technology 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: 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: 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: AIM:BRY
 
 
 
 
 
 
 
 
Brady plc
Brady plc
Brady plc is the leading provider of software solutions for global commodity trading. They offer a choice of trading and risk management applications designed to enable producers, financial organisations and trading companies to manage their commodity transactions in an integrated solution.
year
2017
rev ($mm)
$39.97
EBITDA ($mm)
($2.65)
EBIT ($mm)
($3.47)
Net Income ($mm)
Employees
253
  • drill down
  • watch
Ticker: SEHK:8131
 
 
 
 
 
 
 
 
abc Multiactive
abc Multiactive
abc Multiactive is a software company in Hong Kong that provides solutions for brokerages. abc Multiactive offers an advanced solution for front and back-office trading. They also offer a FinReg solution that helps firms to detect abnormal trades, suspicious activities, and money laundering.
year
2020
rev ($mm)
$1.53
EBITDA ($mm)
($0.37)
EBIT ($mm)
($0.40)
Net Income ($mm)
Employees
24
  • 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: 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: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
2021
rev ($mm)
$970.80
EBITDA ($mm)
$215.40
EBIT ($mm)
$206.40
Net Income ($mm)
$84.50
Employees
2900
  • 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
2022
rev ($mm)
$1,699.30
EBITDA ($mm)
$411.60
EBIT ($mm)
$260.90
Net Income ($mm)
Employees
  • 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: 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: OCL
 
 
 
 
 
 
 
 
Objective Corporation Limited
Objective Corporation Limited
Objective Corporation is an Australian developer of information and process governance solutions. Their technology brings efficiency to all tiers of government and financial services organisations. Objective ECM enables users to take control of their information and make meaningful decisions.
year
2021
rev ($mm)
$72.83
EBITDA ($mm)
$19.34
EBIT ($mm)
$17.30
Net Income ($mm)
$12.61
Employees
400
  • drill down
  • watch