Like NACC business

announced 6/15/2016 via BNC Analysis

Broadridge Financial Solutions, Inc., will purchase NACC business from DST Systems, Inc.

See 3 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. announced it has entered into a definitive agreement to acquire the North American Customer Communications business of DST Systems, Inc. NACC is a leading provider of customer communication services including print and digital communication solutions, content management, postal optimization, and fulfillment.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
 seller: DST Systems, Inc. (DST:$2,023.10)
Tthe North American Customer Communications (“NACC”) business of DST Systems is a leading provider of customer communication services including print and digital communication solutions, content management, postal optimization, and fulfillment.
price ($mm)
$410
rev ($mm)
$1,100
EBITDA ($mm)
EV / rev
0.4x
EV / EBITDA
closed 5/10/2017 via BNC Analysis

Winbrook Associates Inc., acquired RPM Associates, Inc.

See 38 Comparable Transactions
synopsis: Winbrook, Inc. announced the acquisition of RPM Associates, a Hingham, Massachusetts based company focused solely on providing New England banks and credit unions with printing, marketing and inventory control programs. RPM has provided over 60 banks and credit unions with business critical organizational, efficiency and cost savings programs.
buyer: Winbrook Associates Inc.
Winbrook sources, manages, fulfills and accounts for all things branded—print, promotional, packaging, display and digital—to bring marketing to life in the real world and help businesses to grow. "
 target: RPM Associates, Inc.
RPM Associates is the premier service organization focused solely on providing New England banks and credit unions with printing, marketing and inventory control programs. RPM services offer everything needed to create and manage print inventory.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/13/2019 via PR Newswire

Smart Source LLC, acquired Financial and Office Systems, Inc.

See 3 Comparable Transactions
synopsis: Smart Source, a leading Brand Management Business Process Outsourcer (BPO) and Technology provider, has acquired Financial and Office Systems, Inc. (FOS), a family-owned and operated company that provides print, promotional and cash management supplies to the banking and financial industry.
buyer parent: QuickPivot
buyer: Smart Source LLC
Smart Source, one of the fastest growing BPO brand management and technology companies, has a reputation for successfully servicing clients across all verticals by combining state-of-the-art brand management and sourcing technology with a network of vendors worldwide. "
 target: Financial and Office Systems, Inc.
Financial and Office Systems, Inc. (FOS) s a family-owned and operated company that provides print, promotional and cash management supplies to the banking and financial industry. FOS provides anything a bank or credit union uses in their day to day operations.
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.

See 2090 Comparable Transactions
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
closed 11/2/2016 via Company Press Release

Hansen Technologies, acquired HiAffinity

See 125 Comparable Transactions
synopsis: Hansen Technologies Limited announce it has acquired DST Billing Solutions Limited, which owns the HiAffinity customer care and billing system. HiAffinity is focused on the water billing industry with clients in the United Kingdom, Australia, Africa and the Americas and is headquartered in Surbiton in London.
buyer: Hansen Technologies (ASX:HSN:$157.48)
Hansen Technologies is a global provider of customer care & billing and meter data management software solutions for utilities (electricity, gas and water), Pay TV and telecommunications companies. "
 target parent: DST Systems, Inc.
target: HiAffinity
HiAffinity is a flexible customer management and billing solution focused on the water billing industry. HiAffinity covers all functionality in managing company billing, payments and debt, whilst providing tools for monitoring and improving service to customers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/15/2016 via BNC Analysis

Broadridge Financial Solutions, Inc., will purchase NACC business from DST Systems, Inc.

See 3 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. announced it has entered into a definitive agreement to acquire the North American Customer Communications business of DST Systems, Inc. NACC is a leading provider of customer communication services including print and digital communication solutions, content management, postal optimization, and fulfillment.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
 seller: DST Systems, Inc. (DST:$2,023.10)
Tthe North American Customer Communications (“NACC”) business of DST Systems is a leading provider of customer communication services including print and digital communication solutions, content management, postal optimization, and fulfillment.
price ($mm)
$410
rev ($mm)
$1,100
EBITDA ($mm)
EV / rev
0.4x
EV / EBITDA
closed 7/9/2015 via PR Newswire

DST Systems, Inc., acquired Wealth Management Systems, Inc.

See 4 Comparable Transactions
synopsis: DST Systems, Inc., a global provider of strategically unified data management, business processing, and customer communication solutions, announced it has agreed to acquire Wealth Management Systems Inc., a leading provider of technology-based rollover services and financial planning and education solutions to the retirement services industry.
buyer: DST Systems, Inc. (DST:$2,023.10)
DST Systems is a leading provider of sophisticated information processing and servicing solutions to companies around the world. DST delivers strategically unified data management, business processing and customer communications solutions to the asset management, brokerage, and healthcare markets. "
 target: Wealth Management Systems, Inc.
Wealth Management Systems Inc. is the leading provider of technology based rollover services within the financial services industry and provides comprehensive, web-based college and retirement planning tools, advisor solutions and personalized communications for financial services firms.
price ($mm)
$64
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/2/2014 via GlobeNewswire

SS&C Technologies, Inc., acquired DST Global Solutions Limited

See 104 Comparable Transactions
synopsis: SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, announced that it has acquired DST Global Solutions Ltd., a leading provider of technology solutions and services to financial and utilities organisations across the globe.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry. Founded in 1986, SS&C has its headquarters in Windsor, Connecticut and offices around the world. "
 target parent: DST Systems, Inc.
target: DST Global Solutions Limited
DST Global Solutions is a leading provider of technology solutions and services to financial and utilities organisations. They focus on powering the data driven investment industry by offering financial technology solutions to the world’s investment and wealth management industry.
price ($mm)
$95
rev ($mm)
$63
EBITDA ($mm)
EV / rev
1.5x
EV / EBITDA
closed 8/8/2011 via PR Newswire

Innovative Output Solutions Limited, acquired Lateral Group Limited

See 243 Comparable Transactions
synopsis: Innovative Output Solutions (IOS), a UK-based subsidiary of DST Systems, Inc., is pleased to announce the acquisition of Lateral Group Limited, a UK company with operational facilities located principally in London, Nottingham and Edenbridge, and is engaged in integrated, data driven, multi-channel marketing.
buyer parent: DST Systems, Inc.
buyer: Innovative Output Solutions Limited
IOS is one of the world’s largest colour digital bureaus. It provides print and personalisation technologies including B1, B2 and continuous litho print, cut sheet and continuous mono personalisation, plus an extensive and impressive array of print finishing and enclosing technologies. "
 target: Lateral Group Limited
Lateral Group is a UK company with operational facilities located principally in London, Nottingham and Edenbridge, and is engaged in integrated, data driven, multi-channel marketing. Lateral Group makes it easy to co-ordinate and execute sophisticated multi-channel campaigns.
price ($mm)
$42
rev ($mm)
$80
EBITDA ($mm)
EV / rev
0.5x
EV / EBITDA
closed 7/6/2011 via PR Newswire

DST Health Solutions Inc., acquired IntelliSource Healthcare Solutions

See 149 Comparable Transactions
synopsis: DST Systems, Inc. has acquired, through its wholly owned subsidiary, DST Health Solutions, LLC, the assets of IntelliSource Healthcare Solutions, a provider of mission-critical business systems for health plans. The addition of the IntelliSource suite of solutions broadens DST Health Solutions' product offering for integrated care management.
buyer parent: DST Systems, Inc.
buyer: DST Health Solutions Inc.
For more than 35 years, DST Health Solutions has been the premier business process outsourcing (BPO) and application services provider (ASP) in the healthcare industry. "
 target: IntelliSource Healthcare Solutions
Intellisource Healthcare Solutions specializes in the design of mission-critical business systems for Health Insurance Plans. From its leading call center solution, Streamline, to its CareConnect system for medical management departments, Intellisource improves the efficiencies of your organization.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/20/2011 via PR Newswire

DST Systems, Inc., acquired Subserveo, Inc.

See 139 Comparable Transactions
synopsis: DST Systems, Inc., a provider of information processing and computer software products and services, announced that it has acquired Subserveo, Inc., a Vancouver, B.C.-based provider of automated compliance and surveillance solutions to broker-dealers and investment advisors throughout the U.S. and Canada.
buyer: DST Systems, Inc. (DST:$2,023.10)
DST Systems, Inc. provides sophisticated information processing and computer software products and services to support the mutual fund, investment management, insurance and healthcare industries. DST also provides integrated print and electronic statement and billing output solutions. "
 target: Subserveo, Inc.
Subserveo, Inc. provides complete automated compliance and surveillance solutions to broker-dealers and investment advisors, throughout the U.S. and Canada. Subserveo’s patented offering is relied on by compliance officers, branch managers and business unit supervisors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/3/2011 via PR Newswire

DST OutPut, acquired Newkirk Products Inc.

See 104 Comparable Transactions
synopsis: DST Systems announced that it has acquired Newkirk Products, Inc. ("Newkirk"), through its subsidiary DST Output. Newkirk is an industry leader in the development and deployment of communications, education, and investment information for clients in the retirement planning, managed care, and wealth management industries.
buyer parent: DST Systems, Inc.
buyer: DST OutPut
DST Output, LLC provides integrated print and electronic statement and billing output solutions to many of the country's largest financial services, communications, insurance, healthcare, and utilities companies. "
 target: Newkirk Products Inc.
Newkirk Products Inc. is a leading provider of marketing communications for financial and managed care companies. For nearly 40 years, Newkirk has developed creative solutions to communication issues faced by financial institutions and professional firms.
price ($mm)
$30
rev ($mm)
$35
EBITDA ($mm)
EV / rev
0.9x
EV / EBITDA
announced 4/28/2011 via

DST Systems, Inc., will acquire Finix Converge

See 1904 Comparable Transactions
synopsis: DST Systems, Inc. has signed a definitive agreement to acquire, through a subsidiary, the assets of Finix Converge, a technology firm that develops and distributes an enterprise social networking and media platform to enable firms to connect and collaborate with their constituents more effectively online.
buyer: DST Systems, Inc. (DST:$2,023.10)
DST Systems, Inc. provides sophisticated information processing and computer software products and services to support the mutual fund, investment management, insurance and healthcare industries. "
 target parent: Finix Business Strategies, LLC
target: Finix Converge
Converge is a technology firm that develops and distributes an enterprise social networking and media platform to enable firms to connect and collaborate with their constituents more effectively online.
price ($mm)
$7.90
rev ($mm)
$3
EBITDA ($mm)
EV / rev
2.6x
EV / EBITDA
closed 10/4/2010 via PR Newswire

DST OutPut, acquired Capital Fulfillment Group Inc.

See 41 Comparable Transactions
synopsis: DST Output, a leading provider of print and electronic output solutions, announced that it has purchased the assets of Capital Fulfillment Group, Inc. (CFG), a marketing and technology solutions company that specializes in the development and implementation of innovative marketing, fulfillment, and compliance automation services.
buyer parent: DST Systems, Inc.
buyer: DST OutPut
DST Output, LLC provides integrated print and electronic statement and billing output solutions to many of the country's largest financial services, communications, insurance, healthcare, and utilities companies. "
 target: Capital Fulfillment Group Inc.
Capital Fulfillment Group is an industry-leading marketing and technology solutions company focusing exclusively on the financial services industry. CFGweb is CFG's fully integrated marketing and sales platform.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/31/2009 via Reuters

DST Systems, Inc., acquired Argus Health Systems, Inc.

See 1161 Comparable Transactions
synopsis: DST Systems, Inc. has completed the acquisition of the remaining 50% of Argus Health Systems, Inc. Argus is now a wholly-owned subsidiary of DST.
buyer: DST Systems, Inc. (DST:$2,023.10)
DST Systems, Inc. provides sophisticated information processing, computer software services and business solutions to the financial services, communications, and healthcare industries. "
 target: Argus Health Systems, Inc.
Argus supports pharmaceutical manufacturers customized programs—assisting in the design, development, implementation, and management of multiple manufacturer sponsored programs.
price ($mm)
$48*
rev ($mm)
$128
EBITDA ($mm)
EV / rev
0.7x
EV / EBITDA
closed 8/21/2007 via Company Press Release

DST International, acquired Mosiki Development

See 91 Comparable Transactions
synopsis: DST International, a leader in IT solutions for the investment management industry, has today announced the acquisition of Mosiki Development, a consulting and software firm specialising in financial services technology.
buyer parent: DST Systems, Inc.
buyer: DST International (:$0.00)
DST International (DSTi) specialises in the development and implementation of smart software solutions. We are specifically focussed on Asset Management, Business Process Management, Utility Billing and Document Management. "
 target: Mosiki Development
Mosiki Development, Inc. develops software consulting services for the financial services firms. The company offers Mosiki QT, a browser based application, which enables users to consolidate multiple data sources and streamline processes.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/2/2006 via PR Newswire

DST Systems, Inc., acquired Amisys Synertech Inc.

See 1088 Comparable Transactions
synopsis: DST Systems, Inc. has completed the previously announced acquisition of Amisys Synertech, Inc. through a merger with a wholly owned subsidiary of DST Health Solutions, Inc. Post-closing, ASI's financial results will be consolidated with those of DST.
buyer: DST Systems, Inc. (DST:$2,023.10)
DST Systems, Inc. provides sophisticated information processing, computer software services and business solutions to the financial services, communications, and healthcare industries. "
 target parent: Whitney & Co. LLC
target: Amisys Synertech Inc.
Amisys is an enterprise software developer, software applications service provider, and business process outsourcer for the U.S. commercial healthcare industry.
price ($mm)
$138
rev ($mm)
$103
EBITDA ($mm)
EV / rev
1.3x
EV / EBITDA
closed 2/6/2006 via BNC Analysis

DST International, acquired Pensions and Actuarial Services, Ltd. (PAS)

See 2063 Comparable Transactions
synopsis: DST International (DSTi), the leader in Investment Management solutions for the financial services industry, announced today that it has acquired the company Pensions and Actuarial Services, Ltd. (PAS) in the UK. PAS are the leading providers of pensions planning and calculations software in the UK.
buyer parent: DST Systems, Inc.
buyer: DST International (:$0.00)
DST International (DSTi) specialises in the development and implementation of smart software solutions. We are specifically focussed on Asset Management, Business Process Management, Utility Billing and Document Management. "
 target: Pensions and Actuarial Services, Ltd. (PAS)
Since our incorporation PAS have been providing quality software to our blue chip client base of Regulators, Financial Advisors, Portals, Consultants, Banks, Building Societies and Life and Pension Providers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/5/2005 via PR Newswire

Amdocs Ltd., acquired DST Innovis, Inc.

See 104 Comparable Transactions
synopsis: Amdocs, the leading provider of software and services to enable integrated customer management and the intentional customer experience, today announced that it has acquired DST Innovis Inc. and DST Interactive, Inc., a leading provider of customer care and billing solutions to broadband media companies, from DST Systems, Inc.
buyer: Amdocs Ltd. (DOX:$4,214.23)
Amdocs is the market leader in customer experience systems innovation, enabling world-leading service providers to deliver an integrated, innovative and the intentional customer experience(TM) - at every point of service. "
 target parent: DST Systems, Inc.
target: DST Innovis, Inc.
DST Innovis, previously known as CableData, has led the development of innovative customer value management and billing solutions for global cable/broadband, satellite, and telephony markets for over three decades.
price ($mm)
$238
rev ($mm)
$233
EBITDA ($mm)
EV / rev
1.0x
EV / EBITDA
closed 6/29/2005 via BusinessWire

Amisys Synertech Inc., acquired iSpace Software Technologies Ltd.

See 114 Comparable Transactions
synopsis: ASI announced that it has achieved a major milestone in its multi-year strategic plan to reinvest in its key operations and establish a position of leadership in the healthcare payer market, acquiring iSpace Software Technologies, Ltd. (IST), a leading provider of healthcare business process outsourcing and technology services.
buyer parent: DST Systems, Inc.
buyer: Amisys Synertech Inc.
Amisys is an enterprise software developer, software applications service provider, and business process outsourcer for the U.S. commercial healthcare industry. "
 target: iSpace Software Technologies Ltd.
iSpace Software Technologies Ltd. is a leading Healthcare BPO and Technology services company with a superior domain expertise in the HMO, PPO, and TPA businesses.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/29/2005 via PR Newswire

DST Systems, Inc., purchased Health Plans Solutions from Computer Sciences Corporation

See 1328 Comparable Transactions
synopsis: DST Systems, Inc. confirmed today the closing of the previously announced sale by Computer Sciences Corporation to a DST subsidiary of CSC's Health Plans Solutions business.
buyer: DST Systems, Inc. (DST:$2,023.10)
DST Systems, Inc. provides sophisticated information processing, computer software services and business solutions to the financial services, communications, and healthcare industries. "
 seller: Computer Sciences Corporation (DXC:$18,892.00)
Computer Sciences Corporation is a leading global information technology services company. CSC's mission is to provide customers in industry and government with solutions crafted to meet their specific challenges and enable them to profit from the advanced use of technology.
price ($mm)
$327
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/9/2002 via PR Newswire

DST Systems, Inc., acquired lock\line,LLC

See 1 Comparable Transactions
synopsis: DST Systems, Inc. announced completion of the acquisition of the operations of lock\line, LLC for cash.
buyer: DST Systems, Inc. (DST:$2,023.10)
DST Systems, Inc. provides sophisticated information processing, computer software services and business solutions to the financial services, communications, and healthcare industries. "
 target parent: Lockton Companies, Inc.
target: lock\line,LLC
lock\line LLC, headquartered in the Kansas City, Missouri area, is one of the world's leading providers of risk transfer and customer retention programs. The company provides administrative services to support insurance programs for wireless communication devices, extended warranty program for land
price ($mm)
$190
rev ($mm)
$51
EBITDA ($mm)
EV / rev
3.7x
EV / EBITDA
closed 6/9/2021 via PR Newswire

Broadridge Financial Solutions, Inc., acquired AdvisorStream

See 35 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc., a global Fintech leader, announced that it has acquired AdvisorStream, a leading provider of digital engagement and marketing solutions for the global wealth and insurance industries.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, a global Fintech leader with over $4.5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. "
 target: AdvisorStream
AdvisorStream is a leading provider of digital engagement and marketing solutions for the global wealth and insurance industries. AdvisorStream's leading advisor marketing platform enables advisors to drive revenue and growth by providing personalized and consistent client communications.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 3/30/2021 via PR Newswire

Broadridge Financial Solutions, will acquire Itiviti AB

See 849 Comparable Transactions
synopsis: Broadridge Financial Solutions, a global Fintech leader, will acquire Sweden-based Itiviti Holding AB, a leading provider of trading and connectivity technology to the capital markets industry. The acquisition significantly expands Broadridge's Capital Markets franchise by extending into the front office and strengthening multi-asset capabilities.
buyer: Broadridge Financial Solutions (BR:$4,824.00)
Broadridge, a global Fintech leader, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. Broadridge delivers technology-driven solutions to banks, broker-dealers, asset and wealth managers, and public companies. "
 target parent: Nordic Capital
target: Itiviti AB
Based in Sweden, Itiviti is a leading global capital markets technology service provider offering highly scalable solutions that deliver significant cost savings for financial institutions by enabling them to consolidate their trading infrastructure.
price ($mm)
$2,528
rev ($mm)
$248
EBITDA ($mm)
EV / rev
10.2x
EV / EBITDA
closed 3/2/2020 via PR Newswire

Broadridge Financial Solutions, Inc., acquired FundsLibrary

See 127 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. has acquired London-based FundsLibrary, a leader in fund document and data dissemination in the European market. Combining FundsLibrary’s capabilities with Broadridge’s existing regulatory communications offerings will enable Broadridge to significantly reduce complexity and cost for global fund managers.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers, and corporate issuers. Broadridge's infrastructure underpins proxy voting services for over 50 percent of public companies and mutual funds globally. "
 target parent: Hargreaves Lansdown
target: FundsLibrary
UK-based FundsLibrary is a digital platform supporting the life cycle of fund data, documents, and regulatory reporting for the Asset Management industry. The company manages data for 40,000 investment products, sourced from 700 global fund groups, and supports over 180 million requests annually.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/20/2019 via PR Newswire

Broadridge Financial Solutions, Inc., acquired ClearStructure Financial Technology

See 334 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc., a global Fintech leader, has acquired ClearStructure Financial Technology, a global provider of portfolio management solutions for the private debt markets. ClearStructure's Sentry solution offers managers broad front-to-back-office functionality on a single platform across many asset types.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry. "
 target: ClearStructure Financial Technology
ClearStructure Financial Technology is a global provider of portfolio management solutions for the private debt markets. ClearStructure's Sentry solution offers managers broad front-to-back-office functionality on a single platform across many asset types.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/16/2019 via Company Press Release

Broadridge Financial Solutions, Inc., acquired Appatura

See 486 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc., leading provider of investor communications and technology-driven solutions, has acquired Appatura Inc., an innovator in regulatory and marketing content management and automation.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry. "
 target parent: Vivendi SA
target: Appatura
With its leading-edge, proprietary database and headless CM named Syntext, Appatura’s mutual fund focused workflow and publishing engine: Docubuilder, and its innovative AI and Machine Learning Appasense tools, Appatura has been helping transform the industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/10/2019 via PR Newswire

Broadridge Financial Solutions, Inc., will acquire Fi360, Inc.

See 446 Comparable Transactions
synopsis: Broadridge Financial Solutions, a global Fintech leader and part of the S&P 500® Index, has entered into a purchase agreement to acquire Fi360, a leading provider of fiduciary-focused software, data and analytics for financial advisors and intermediaries across the retirement and wealth ecosystem.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry. "
 target parent: Bluff Point Associates
target: Fi360, Inc.
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors' assets. They provide financial professionals with the tools necessary to act as a fiduciary in their work with investors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/1/2019 via Company Press Release

Broadridge Financial Solutions, Inc., acquired Shadow Financial Services Corporation

See 478 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc., a global Fintech leader, has acquired Shadow Financial Systems, Inc., a provider of multi-asset class post-trade solutions for the capital markets industry. Shadow Financial Systems offers a SaaS-based solution for middle and back-office post-trade processing, reconciliation, clearing, treasury and accounting.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge helps clients reduce their capital investments in operations infrastructure. "
 target: Shadow Financial Services Corporation
Shadow Financial Systems is a provider of multi-asset class post-trade solutions for the capital markets industry. Shadow Financial Systems offers ShadowSuite, a SaaS-based solution for middle and back-office post-trade processing, reconciliation, clearing, treasury and accounting.
price ($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

See 347 Comparable Transactions
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
announced 5/22/2019 via Company Press Release

Broadridge Financial Solutions, Inc., will acquire RPM Technologies

See 419 Comparable Transactions
synopsis: Broadridge Financial Solutions, a global Fintech leader, will be acquiring RPM Technologies, a leading Canadian provider of state-of-the-art, enterprise-class wealth management software solutions and services. RPM’s technology platforms support over 15 million customer accounts.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge helps clients reduce their capital investments in operations infrastructure. "
 target parent: Bayshore Capital
target: RPM Technologies
RPM is a Canadian-based company that provides state-of-the-art, enterprise-class wealth management software solutions to Canadian banks and wealth management firms. RPM’s mission critical solutions create a holistic, customer-centric platform for multiple investment accounts and products.
price ($mm)
$300
rev ($mm)
$45
EBITDA ($mm)
EV / rev
6.7x
EV / EBITDA
closed 5/1/2019 via Company Press Release

Broadridge Financial Solutions, Inc., acquired Rockall Technologies

See 279 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc., a global Fintech leader and part of the S&P 500® Index, announced that it has acquired Rockall, a market leading provider of securities-based lending (SBL) and collateral management solutions for wealth management firms and commercial banks.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge helps clients reduce their capital investments in operations infrastructure. "
 target: Rockall Technologies
Based in Ireland, Rockall Technologies is the expert at unlocking asset value to both release and safeguard credit. Focused on lending, they enable banks to handle the complexity required to drive high volume and high value loan books while safeguarding against risk.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/7/2018 via PR Newswire

Broadridge Financial Solutions, Inc., acquired MackayWilliams

See 70 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc., a global fintech leader, has acquired MackayWilliams. MackayWilliams' leading insight into European mutual fund trends, brand perceptions and fund selector behavior offering clients a more integrated and holistic view of retail and institutional markets across regions.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc., a global fintech leader, provides investor communications and solutions for broker-dealers, banks, mutual funds and corporate issuers. They help clients reduce capital investments in operations infrastructure, so they can focus on core business activities. "
 target: MackayWilliams
Based in London and Berlin, MackayWilliams specializes in the research and analysis of the European mutual funds arena. They work with asset managers to provide European market analysis, consultancy services and access to the demands of Europe's major distributors and fund selectors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/28/2018 via PR Newswire

Broadridge Financial Solutions, Inc., acquired ActivePath, Inc.

See 46 Comparable Transactions
synopsis: Broadridge Financial Solutions, a global fintech leader, has acquired ActivePath, an Israeli-based digital technology company. ActivePath's technology enhances the consumer experience associated with consumer statements, bills, and regulatory communications. ActivePath lets enterprises compose and project HTML experiences into interactive email.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge provides investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge's investor communications, securities processing and managed services solutions help clients reduce their capital investments. "
 target: ActivePath, Inc.
ActivePath is an Israeli-based digital technology company. ActivePath's unique technology enhances the consumer experience associated with consumer statements, bills, and regulatory communications. ActivePath lets enterprises compose and project HTML experiences into interactive email.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/2/2017 via PR Newswire

Broadridge Financial Solutions, Inc., acquired Summit Financial Disclosure, LLC

See 10 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. has acquired Summit Financial Disclosure, LLC, a full-service financial document management solutions provider. Summit's capabilities support clients in the preparation, filing and dissemination of offering documents and related materials for capital markets transactions and merger and acquisition transactions.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc., a global fintech leader, provides investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. "
 target: Summit Financial Disclosure, LLC
Summit Financial Disclosure, LLC is a financial document management solutions provider. Summit's capabilities support clients in the preparation, filing and dissemination of offering documents and related materials for capital markets transactions and merger and acquisition transactions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/11/2017 via PrimeNewswire

Broadridge Financial Solutions, Inc., acquired Spence Johnson Limited

See 74 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. has acquired Spence Johnson Limited, a leading provider of global institutional data and intelligence to the asset management industry. The acquisition will combine Broadridge's global retail fund data and analytics solutions with Spence Johnson's institutional data, market intelligence and insight.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge, a global fintech leader with over $7 billion in market capitalization, helps clients transform their business with communications, technology, data and analytics solutions. "
 target: Spence Johnson Limited
Spence Johnson Limited is a leading provider of global institutional data and intelligence to the asset management industry. They provide their clients with essential Data and Intelligence in close partnership with their clients, and Consulting from their team of experts.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/15/2017 via BNC Analysis

Broadridge Financial Solutions, Inc., acquired Message Automation

See 363 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. announced that it has extended its global post-trade control capabilities for sell-side and buy-side firms in capital markets through the acquisition of Message Automation Limited, a leading specialist provider of post-trade control solutions.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
 target: Message Automation
Message Automation helps the capital markets firms to manage trade processing challenges created by new regulations and market practices across all asset classes. Its software allows clients to transform their governance, risk and compliance frameworks to meet regulatory reporting standards.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/4/2016 via PR Newswire

Broadridge Financial Solutions, Inc., acquired M&O Systems, Inc.

See 212 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. has expanded its wealth management and U.S. Department of Labor Fiduciary Rule compliance capabilities with the acquisition of M&O Systems, Inc., a leading provider of advisor compensation management solutions that help broker-dealers and wealth management firms support advisors and grow their businesses.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
 target: M&O Systems, Inc.
Founded in 1977, M&O Systems, Inc. is a leading provider of compensation, sales management, regulatory and business process solutions for retail and institutional broker-dealers, registered investment advisors and insurance agencies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/21/2016 via GlobeNewswire

Broadridge Financial Solutions, Inc., purchased Technology Assets from INVeSHARE, Inc.

See 393 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. announced that it has acquired technology assets of Inveshare, Inc. In connection with the transaction, Broadridge has entered into a development agreement to use these technology assets to develop blockchain applications for Broadridge’s proxy business.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
 seller: INVeSHARE, Inc.
INVeSHARE delivers regulated shareholder materials to the retail investor in paper and electronic form. Through integration with a brokerage firm’s website, retail investors can access shareholder materials and educational content, and submit their vote online.
price ($mm)
$135
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/15/2016 via BNC Analysis

Broadridge Financial Solutions, Inc., will purchase NACC business from DST Systems, Inc.

See 3 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. announced it has entered into a definitive agreement to acquire the North American Customer Communications business of DST Systems, Inc. NACC is a leading provider of customer communication services including print and digital communication solutions, content management, postal optimization, and fulfillment.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
 seller: DST Systems, Inc. (DST:$2,023.10)
Tthe North American Customer Communications (“NACC”) business of DST Systems is a leading provider of customer communication services including print and digital communication solutions, content management, postal optimization, and fulfillment.
price ($mm)
$410
rev ($mm)
$1,100
EBITDA ($mm)
EV / rev
0.4x
EV / EBITDA
closed 6/14/2016 via Company Press Release

Broadridge Financial Solutions, Inc., acquired 4Sight Financial Software

See 436 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. announced that it has expanded its global securities financing and collateral management capabilities through the acquisition of 4sight Financial Software Limited, a leading provider of securities finance and collateral management systems to financial institutions worldwide.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
 target: 4Sight Financial Software
4sight Financial Software is an independent software solutions provider. 4sight's customer base includes a full spectrum of financial market participants from global broker dealers and custodial banks to asset managers, insurance companies and pension funds.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/11/2016 via PR Newswire

Broadridge Financial Solutions, Inc., acquired Dojima

See 143 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. announced that it has broadened its Global Post Trade Management (GPTM) solution, adding exchange-traded derivatives functionality through the acquisition of Dojima LLC. Dojima provides global trading, clearing, matching and connectivity solutions.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
 target: Dojima
Dojima is a niche technology firm founded by industry veterans who recognized the need for an effective technical solution to meet the challenges posed by evolving global derivatives reforms.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
Pages:  
closed 1/15/2020 via PR Newswire

Lambert & Co., acquired Casteel Schoenborn

See 95 Comparable Transactions
synopsis: Lambert & Co., a public relations, investor relations and integrated marketing firm, has acquired Casteel Schoenborn, a provider of investor relations and corporate communications services. Casteel Schoenborn helps public and private enterprises implement ongoing IR and financial PR programs to ensure full and fair valuation of their shares.
buyer: Lambert & Co.
Lambert & Co. is a public relations, investor relations and integrated marketing firm. Lambert helps clients across the globe to build brand awareness, drive sales and scale business. Their portfolio of clients spans a broad spectrum of industries including automotive, food, education and more. "
 target: Casteel Schoenborn
Casteel Schoenborn is a provider of investor relations and corporate communications services. Casteel Schoenborn helps public and private enterprises implement ongoing IR and financial PR programs to ensure full and fair valuation of their shares while enhancing or protecting their reputations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/8/2019 via GlobeNewswire

Pierre Boucher, acquired MaisonBrison Communications

See 29 Comparable Transactions
synopsis: MaisonBrison Communications Inc. (MB) announced that the company has been sold to MB Partner, Pierre Boucher. Founded in 1983, MaisonBrison Communications has evolved into a Canadian leader in the field of corporate communications and investor relations.
buyer: Pierre Boucher
Since 1989, Pierre Boucher has been involved in various aspects of North American financial markets. He worked 12 years as a financial analyst covering special situations and technology companies. He joined MaisonBrison in 2009 and became a Partner in 2016. "
 target: MaisonBrison Communications
Founded in 1983, MaisonBrison Communications has evolved into a Canadian leader in the field of corporate communications and investor relations. The Company currently represents a roster of leading publicly-traded organizations in various business sectors, many with global operations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/22/2019 via BusinessWire

Lansons, acquired Intermarket

See 52 Comparable Transactions
synopsis: Leading independent reputation management consultancy Lansons announced the acquisition of Intermarket, an agency that provides strategic communications consulting and tactical public relations services to a wide range of clients operating across the global landscape, with particular emphasis on financial services.
buyer: Lansons
Based in London, Lansons is a leading independent reputation management consultancy, 100% owned by people working in the business. Lansons’ consultants are experts in media, investor, political, regulatory, employee and change, crisis, digital and international communications. "
 target: Intermarket
Founded in 1986 by Matt Zachowski and Martin Mosbacher, Intermarket Communications provides strategic communications consulting and tactical public relations services to a wide range of clients operating across the global landscape, with particular emphasis on financial services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/8/2018 via BNC Analysis

KPS3, acquired 120 West Strategic Communications LLC

See 3741 Comparable Transactions
synopsis: KPS3 Marketing, a full-service brand, marketing and digital communications firm, announced the acquisition of 120 West Strategic Communications, an award-winning public relations and investor relations firm headquartered in Reno, Nevada.
buyer: KPS3
KPS3 goes far beyond any normal definition of a marketing company, PR firm or digital agency. They handle large-scale advertising and branding campaigns, build enterprise-level web and mobile applications, and can train a room full of executives from across the country how to handle the media. "
 target: 120 West Strategic Communications LLC
Based in Reno, Nevada, 120 West provides investor relations and marketing communications through strategic engagement to both public and private companies with emphasis on delivering measurable results aligned with a company’s goals and objectives.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/19/2018 via PE Hub

Lambert, Edwards & Associates, acquired Owen Blicksilver Public Relations, Inc.

See 739 Comparable Transactions
synopsis: Lambert, Edwards & Associates, a leading PR, investor relations, and integrated communications agency, has acquired New York-based financial communications firm Owen Blicksilver Public Relations, Inc. Owen Blicksilver PR specializes in private equity, real estate, financial services, bankruptcy, crisis, litigation support, and B2B marketing.
buyer: Lambert, Edwards & Associates
Lambert, Edwards & Associates is a top-5 Midwest-based PR firm and a top-10 investor relations firm nationally with clients based in 20 states and six countries. As Michigan’s largest PR firm, Lambert serves middle-market companies and national brands across a wide array of industries. "
 target: Owen Blicksilver Public Relations, Inc.
Owen Blicksilver Public Relations is a New York financial communications and investor relations consultancy. The Owen Blicksilver PR team specializes in private equity, real estate, financial services, bankruptcy, crisis, litigation support, and B2B marketing.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/30/2017 via BNC Analysis

Link And Motivation Inc., will acquire A2media Corporation

See 29 Comparable Transactions
synopsis: Link And Motivation Inc., a Japanese company which carries out management consulting, will acquire A2Media. A2media Corporation, based in Tokyo, Japan, is a corporate communication professional. A2media provides solutions and services for investor relations (IR).
buyer: Link And Motivation Inc. (TSE:2170:$354.20)
Link and Motivation Inc. provides management consulting services in Japan. It offers consulting services that transform business organizations through motivation management, entry management, brand management, investor relations, and place management. "
 target: A2media Corporation
A2media Corporation, based in Tokyo, Japan, is a corporate communication professional. A2media provides solutions and services for investor relations (IR).
price ($mm)
$12
rev ($mm)
$11
EBITDA ($mm)
EV / rev
1.1x
EV / EBITDA
closed 1/17/2017 via PR Newswire

Q4 Inc., acquired CapMark Clarity

See 972 Comparable Transactions
synopsis: Q4 Inc., a global leader in cloud-based investor relations and capital market solutions, is announcing the acquisition of CapMark Clarity, a provider of shareholder ID and market intelligence to UK and European markets.
buyer: Q4 Inc.
Q4 is a global leader in cloud-based investor relations and capital market solutions. Thousands of brands around the world use Q4 website, webcasting, CRM, analytics and surveillance solutions to better connect with their investors and understand the capital markets. "
 target: CapMark Clarity
CapMark Clarity is an independent capital markets intelligence firm with a focus on delivering the highest quality and personal service to each of its clients. With more than a decade of experience, CapMark Clarity set a new standard for traditional investor relations services in Europe.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/12/2016 via BusinessWire

Prosek Partners, acquired Muirfield Partners

See 29 Comparable Transactions
synopsis: Prosek Partners, a leading independent public relations and financial communications firm, has acquired Muirfield Partners, a Los Angeles-based strategic corporate and financial communications agency. Mickey Mandelbaum, founder and president of Muirfield, will become a partner at Prosek.
buyer: Prosek Partners
Prosek Partners operates as an independent public relations company. The company offers services in the areas of digital and traditional media relations, investor relations, social media and branded entertainment, crisis communications and issues management. "
 target: Muirfield Partners
Founded in 2001, Muirfield Partners is a corporate communications and investor relations firm that works directly with an organization's senior leadership to develop discreet and targeted communications strategies. They are headquartered in Los Angeles.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/28/2016 via BNC Analysis

Reputation Partners, LLC, acquired Vollrath Associates, Inc.

See 626 Comparable Transactions
synopsis: Milwaukee public relations and investor relations firm Vollrath Associates has been acquired by Reputation Partners LLC, a full-service strategic communications firm with offices in Chicago and Milwaukee. Vollrath Associates works with leading public companies on communications with shareholders and the investors.
buyer: Reputation Partners, LLC
Reputation Partners is a full-service strategic communications firm. They represent clients in a wide range of industries, including real estate, retail, food and beverage, financial services, manufacturing/industrials, non-profits, education institutions, religious institutions, among many others. "
 target: Vollrath Associates, Inc.
Vollrath Associates, a leading public relations agency located in downtown Milwaukee, Wis., specializes in public relations, investor relations, media relations, employee communication, marketing communications and new media.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/14/2015 via PR Newswire

NATIONAL Public Relations Inc., acquired TMX Equicom

See 29 Comparable Transactions
synopsis: NATIONAL Public Relations, Canada's leading public relations firm and one of the world's leading independent communications firms, announced the acquisition of the business of Equicom from TMX Group. Equicom is Canada's leading investor relations and financial communications firm.
buyer parent: RES PUBLICA Consulting Group Inc.
buyer: NATIONAL Public Relations Inc.
NATIONAL Public Relations serves corporate and institutional clients, offering a full range of strategic communications services, including corporate communications, investor relations, public affairs, stakeholder engagement, marketing, healthcare and digital communications. "
 target parent: TMX Group Inc.
target: TMX Equicom
TMX Equicom is Canada’s leading provider of investor relations and strategic corporate communications. They have been working with Canadian public issuers to build their profiles within the investment community since 1996.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/13/2015 via Market Wire

Dresner Corporate Services, Inc., acquired Allen & Caron Inc

See 29 Comparable Transactions
synopsis: Dresner Corporate Services, Inc., a strategic communications firm specializing in investor and public relations, has acquired Allen & Caron, Inc., a strategic investor relations firm with offices in New York City and Irvine, Calif.
buyer: Dresner Corporate Services, Inc.
Dresner Corporate Services is a leading strategic communications firm specializing in investor relations, public relations and corporate communications. Dresner focuses on delivering tangible, measurable results leading to a superior return on investment for their clients. "
 target: Allen & Caron Inc
Allen & Caron has, for more than 30 years, provided investor relations, media relations and corporate communications services to micro-, small- and mid-cap companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 4/8/2015 via Company Press Release

Winningtons Financial Public Relations Ltd. will be merged with Walbrook PR Ltd.,

See 29 Comparable Transactions
synopsis: Walbrook PR, which provides high quality Financial PR and Investor Relations advice to Small Cap and AIM listed companies, has agreed to a merger with Winningtons Financial Public Relations Ltd. that will see Walbrook PR become the second largest Financial PR Adviser by number of AIM listed clients.
buyer: Walbrook PR Ltd.
Walbrook is a full service Financial Public Relations and Investor Relations consultancy that has a strong reputation for advising growing Small Cap and AIM listed companies. Their clients range from £2m Market Cap. to £200m across a wide number of sectors. "
 target: Winningtons Financial Public Relations Ltd.
Winningtons is one of the UK's leading independent financial PR and communications consultancies, with offices in Bristol, the City of London and affiliates in Leeds and Edinburgh.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/8/2014 via BNC Analysis

ECI Partners, acquired Investis

See 413 Comparable Transactions
synopsis: Private equity firm ECI Partners has taken a majority stake in digital corporate comms company Investis. Headquartered in London, Investis provides digital services that enable companies to manage their corporate communications and investor relations. Investis was previously backed by Gresham, another private equity company.
buyer: ECI Partners
ECI Partners is a specialist growth investor, one of the longest established and most successful private equity groups in the UK, specialising in buyouts, buyins and acquisition finance deals valued between £10 million and £150 million. "
 target parent: Gresham LLP
target: Investis
Investis specialises in digital IR and corporate communications for public companies. Their services range from designing, building and hosting corporate or investor websites to online annual reports, webcasting, video, apps, mobile and social media.
price ($mm)
$78
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/15/2014 via PR Newswire

MBS Value Partners, acquired Breakstone Group

See 29 Comparable Transactions
synopsis: MBS Value Partner, a leading investor relations and corporate communications firm, announced that it has acquired Breakstone Group, a New York-based investor relations firm that enjoys a longstanding reputation for top-quality investor relations and financial communications work in Mexico, elsewhere in Latin America, and in the U.S.
buyer: MBS Value Partners
MBS Value Partners is an investor relations and corporate communications firm that provides senior level advisory work and customized investor relations, financial media and corporate communications programs for a growing roster of domestic and international clients in a broad range of industries. "
 target: Breakstone Group
Founded in 2000 by Kay Breakstone and Susan Borinelli, Breakstone Group is a New York-based investor relations firm that enjoys a longstanding reputation for top-quality investor relations and financial communications work in Mexico, elsewhere in Latin America, and in the U.S.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/5/2014 via BNC Analysis

ShareInvestor Pte Ltd, acquired Waterbrooks Consultants Pte Ltd

See 458 Comparable Transactions
synopsis: ShareInvestor, a wholly-owned subsidiary of Singapore Press Holdings, acquired certain trade marks and other intellectual property rights of Waterbrooks Consultants as well a 60 per cent stake in the company. Waterbrooks provides investor relations, financial and corporate communications, sustainability reporting and crisis management services.
buyer parent: Singapore Press Holdings Ltd.
buyer: ShareInvestor Pte Ltd
A wholly-owned subsidiary of Singapore Press Holdings, ShareInvestor is a financial internet media & technology company that owns one of the largest investor relations network in Asia. ShareInvestor provides market data tools and financial applications to institutional and retail investors. "
 target: Waterbrooks Consultants Pte Ltd
Waterbrooks Consultants Pte Ltd provides investor relations, financial and corporate communications, sustainability reporting and crisis management services. The company was incorporated in 2002 and is based in Singapore.
price ($mm)
$0.73*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/1/2014 via Company Press Release

Investis Ltd, acquired global3digital

See 410 Comparable Transactions
synopsis: Investis Ltd, the global specialists in digital corporate communications, has further strengthened its position in Europe with the acquisition of global3digital. global3digital provides an end-to-end digital solution for clients, designing, building and supporting corporate websites and apps. It works with 150 companies across the UK and Europe.
buyer parent: Gresham LLP
buyer: Investis Ltd
Investis Ltd., is an international digital corporate communications and investor relations company which works with approximately 1,700 clients from offices in six countries. Founded in 2000, Investis helps clients manage their corporate communications and investor relations. "
 target: global3digital
global3digital is a purely digital agency specialising in corporate and IR communications and one of the only to embrace open source technology. global3digital provides an end-to-end digital solution for clients, designing, building and supporting corporate websites and apps.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/14/2014 via BusinessWire

EQS Group AG, acquired TodayIR.com

See 411 Comparable Transactions
synopsis: EQS Group has acquired 100% of the shares of online investor relations and news service provider TodayIR Holdings Limited paving the way for further growth in Asia. TodayIR designs and manages IR websites, produces webcasts and operates the important finance information portal www.todayir.com.
buyer: EQS Group AG (XTRA:EQS:$50.81)
Serving more than 7,000 international customers, EQS Group is the leading provider of online corporate communication services. For Investor Relations and Corporate Communications services, leading companies from Europe, Asia and North America use our web solutions, all from a single source. "
 target: TodayIR.com
TodayIR.com is one of the largest interactive online IR platforms in Asia. They leverage the power of the internet as well as work closely with more than 150 listed company clients, to provide the up-to-date and accurate information to retail, institutional and private investors globally.
price ($mm)
$6.22
rev ($mm)
$2
EBITDA ($mm)
EV / rev
3.2x
EV / EBITDA
closed 3/27/2014 via PR Newswire

Taylor Rafferty Associates, Inc., acquired Taylor Rafferty Associates, Inc.

See 29 Comparable Transactions
synopsis: The management of Taylor Rafferty has acquired the company's assets from DF King Worldwide. Taylor Rafferty retains its focus on assisting companies to build their capital markets presence in the US, offering investor relations consulting, capital markets research and analysis and IR program execution.
buyer: Taylor Rafferty Associates, Inc.
Taylor Rafferty is the world's leading global investor relations firm. For over 30 years, they have enabled their clients to achieve their capital markets goals by delivering a full range of advisory and operational support in the world's major capital markets. "
 target parent: The Riverside Company
target: Taylor Rafferty Associates, Inc.
Taylor Rafferty is the world's leading global investor relations firm. For over 30 years, they have enabled their clients to achieve their capital markets goals by delivering a full range of advisory and operational support in the world's major capital markets.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/30/2013 via Company Press Release

Wealth Management Systems, Inc., acquired Capital IQ Financial Communications

See 153 Comparable Transactions
synopsis: Wealth Management Systems Inc., a provider of technology-based rollover services and financial planning tools in the retirement services industry, announced that it has acquired S&P Capital IQ's Financial Communications (FC) business. S&P Capital IQ FC is a provider of print and web-based content and services for financial services firms.
buyer: Wealth Management Systems, Inc.
Founded in 2000, Wealth Management Systems (WMSI) is a benefits technology company developing web services and interfaces for leading providers and financial services organizations. Today, WMSI is the leading provider of rollover servicing technology in the retirement services industry. "
 target parent: The McGraw-Hill Companies, Inc.
target: Capital IQ Financial Communications
S&P Capital IQ Financial Communications is a leading provider of print and web-based content and services for financial services firms. They offer investor education, retirement plan solutions, and marketing communication tools.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/24/2013 via Market Wire

Summit IR Group will be merged with Darrow Associates, Inc.,

See 29 Comparable Transactions
synopsis: Darrow Associates, Inc., a leading investor relations agency serving growing small-cap companies, announced that effective July 1, 2013 Silicon Valley-based Summit IR Group, Inc. will merge with Darrow Associates. Summit IR Group has been implementing investor relations programs for clients globally since 2003.
buyer: Darrow Associates, Inc.
Darrow Associates, Inc. is a boutique investor relations and financial communications consultancy serving the needs of select micro- and small-capitalization companies. Strategic programs are implemented with high level counsel provided by the firm’s executive consultants. "
 target: Summit IR Group
Summit IR Group has been implementing investor relations programs for clients globally since 2003. The firm has been involved in a full range of investor oriented activities, from managing IR programs for pre-IPO companies through mergers and acquisitions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
Pages:  

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Intermarket

120 West Strategic Communications LLC

Owen Blicksilver Public Relations, Inc.

A2media Corporation

CapMark Clarity

Muirfield Partners

Vollrath Associates, Inc.

TMX Equicom

Allen & Caron Inc

Winningtons Financial Public Relations Ltd.

Investis

Breakstone Group

Waterbrooks Consultants Pte Ltd

global3digital

TodayIR.com

Taylor Rafferty Associates, Inc.

Capital IQ Financial Communications

Summit IR Group

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Matching Companies
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
2021
rev ($mm)
$4,824.00
EBITDA ($mm)
$999.40
EBIT ($mm)
$696.00
Net Income ($mm)
$516.80
Employees
12000
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Ticker: ASX:CPU
 
 
 
 
 
 
 
 
Computershare Limited
Computershare Limited
Computershare is a global market leader in transfer agency and share registration, employee equity plans, proxy solicitation and stakeholder communications. They also specialize in corporate trust, mortgage, bankruptcy, class action, utility and tax voucher administration, and more.
year
2019
rev ($mm)
$2,346.26
EBITDA ($mm)
$625.07
EBIT ($mm)
$450.45
Net Income ($mm)
$281.03
Employees
12701
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Ticker: XTRA:EQS
 
 
 
 
 
 
 
 
EQS Group AG
EQS Group AG
EQS Group is a leading international technology provider for Investor Relations, Corporate Communications and Compliance. Companies trust EQS's products and services to securely, efficiently, and simultaneously fulfill complex national and international disclosure and compliance requirements.
year
2021
rev ($mm)
$50.81
EBITDA ($mm)
$2.65
EBIT ($mm)
($0.25)
Net Income ($mm)
Employees
450
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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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