Like Relay Software

closed 8/9/2016 via PR Web

Applied Systems Inc., acquired Relay Software

See 237 Comparable Transactions
synopsis: Applied Systems announced the acquisition of Relay Software, the leading provider of insurance software to insurers and brokers in the Republic of Ireland. This acquisition expands Applied’s international footprint, extending its leadership position in both the U.S. and Canada, as well as its expanding presence in the United Kingdom.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, Ireland and the United Kingdom. "
 target: Relay Software
Relay is the leading provider of insurance software to insurers and brokers in Ireland. Relay products are the market standard in Ireland, and the company serves more than 400 customers with over 3,000 insurance professional users in the Irish market.
price ($mm)
$5.23
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/2/2021 via BNC Analysis

Sequel Business Solutions, will acquire Ignite Software Systems

See 172 Comparable Transactions
synopsis: Sequel, a leading insurance and reinsurance software specialist, will acquire Ignite Software Systems, a leading SaaS policy administration platform for insurance brokers, MGAs and underwriters in the UK. Ignite's system provides end-to-end policy management, from quote & buy online to a full customer self-service portal and full-cycle EDI schemes.
buyer parent: Verisk Analytics, Inc.
buyer: Sequel Business Solutions
Sequel is a leading insurance and reinsurance software specialist. Sequel is a pioneer in complex commercial and specialty insurance software innovation, with a diverse customer base that includes some of the world’s largest specialty insurance players. "
 target: Ignite Software Systems
Ignite is a leading SaaS policy administration platform for insurance brokers, MGAs and underwriters in the UK. Ignite's system provides end-to-end policy management, from quote & buy online to a full customer self-service portal, from niche bordereaux schemes to full-cycle EDI.
price ($mm)
rev ($mm)
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closed 12/16/2020 via BusinessWire

Tinubu Square SAS, acquired SuretyWave

See 305 Comparable Transactions
synopsis: Tinubu® Square Group, the global technology leader in the surety and credit insurance industry, announced it has acquired the assets of SuretyWave LLC, including its technology and knowledge base, notably the cloud-based surety bond processing system known as SurePath Digital.
buyer: Tinubu Square SAS
Paris-based Tinubu Square is the industry-leading insurtech SaaS platform vendor, enabling credit insurance and surety digital transformation. The company empowers its customers to offer best-in-class client experiences; reduce exposure to risk; and lower financial, operational and technology costs."
 target: SuretyWave
SuretyWave is a web-based surety bond processing system that enables clients, brokers/agents, obligees, and carriers to manage their surety bond requirements efficiently. Its SurePath Network system reduces costs by automating administration, processing, and reporting functions.
price ($mm)
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closed 7/20/2011 via BusinessWire

Vertafore, Inc., acquired StoneRiver FSC, Inc.

See 237 Comparable Transactions
synopsis: Vertafore, a leading provider of insurance distribution channel solutions, announced its acquisition of StoneRiver FSC, Inc. (FSC). FSC delivers insurance rating and management systems to more than 6,500 customers including independent agents, brokers, insurance carriers and managing general agencies across the country.
buyer parent: TPG Capital
buyer: Vertafore, Inc.
Vertafore, Inc. is the leading provider of software and information to the insurance distribution channel including independent agents, brokers, MGAs, carriers and reinsurers. "
 target parent: Stone Point Capital, LLC
target: StoneRiver FSC, Inc.
StoneRiver FSC offers high-quality solutions for the agency market including personal lines rating solutions, insurance sales management, carrier website quoting, business-to-consumer rating and agency management systems.
price ($mm)
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closed 11/1/2007 via BusinessWire

JenQuest, Inc. merged with Ebix, Inc.,

See 237 Comparable Transactions
synopsis: Ebix, Inc., a leading international developer and supplier of software and e-commerce solutions to the insurance industry, has acquired California based JenQuest, Inc. and its subsidiary Insurance Data Services through a merger effective November 1, 2007.
buyer: Ebix, Inc. (EBIX:$570.76)
Ebix, Inc. is a leading international supplier of software and e-commerce solutions to the insurance industry. Ebix provides a series of application software products for the insurance industry ranging from carrier systems, agency systems and exchanges to custom software development. "
 target: JenQuest, Inc.
Insurance Data Services, a wholly owned subsidiary of JenQuest™, pioneered the first outsourcing application for Certificate of Insurance tracking. IDS has emerged as the leader in the certificate of insurance tracking industry with a customer base spread across 20 different industries.
price ($mm)[EV]
$9.95 [$10.48]
rev ($mm)
$6
EBITDA ($mm)
$0
EV / rev
2.1x
EV / EBITDA
56.9x
closed 2/5/2020 via Company Press Release

Insurance Technologies Corporation, acquired Agency Matrix

See 425 Comparable Transactions
synopsis: Insurance Technologies Corporation (ITC), a provider of websites, marketing, comparative rating and management software and services, has acquired Agency Matrix, an insurance technology provider. Agency Matrix offers a cloud-based agency management system that allows insurance agencies to effectively manage their book of business, staff and office.
buyer parent: Accel-KKR
buyer: Insurance Technologies Corporation
Insurance Technologies Corporation (ITC) provides websites, agency marketing, comparative rating, and management software and services to the insurance industry. ITC helps its clients grow their businesses and become more efficient through the philosophy of providing quality software and services. "
 target: Agency Matrix
Agency Matrix is an insurance technology provider. Agency Matrix offers a cloud-based agency management system that allows insurance agencies to effectively manage their book of business, staff and office. Agency Matrix also offers custom websites, document management and virtual employee solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
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closed 4/14/2021 via BusinessWire

FRISS, acquired Terrene Labs

See 112 Comparable Transactions
synopsis: FRISS, the market leader in AI-powered fraud, risk and compliance solutions for P&C insurance carriers, has acquired Terrene Labs, a provider of next-generation digital underwriting solutions. Terrene's solution simplifies the agent experience and allows carriers to improve their top and bottom line.
buyer: FRISS
FRISS is recognized globally as the leading provider of AI-powered fraud detection and prevention software for the P&C industry. FRISS offers cloud-based detection solutions for underwriting, claims and SIU. Their software enables companies to assess risks in real time and payout claims faster. "
 target: Terrene Labs
Terrene Labs provides solutions for next-generation digital underwriting. Terrene takes the chore out of an underwriter’s job and allows them to focus on the tasks that really matter. Their solution simplifies the agent experience and allows carriers to improve their top and bottom line.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/4/2018 via BNC Analysis

Patra, acquired QBIS

See 112 Comparable Transactions
synopsis: Patra Corporation, a global company that powers insurance processing through people and technology, has announced the acquisition of QBIS, an Oakland-based InsureTech platform facilitating broker and MGA connection to carrier systems.
buyer: Patra
Patra powers insurance processing by leveraging people and technology, supporting insurance organizations as they sell, deliver and manage policies and customers. Patra’s team of global experts allow brokers, MGAs, wholesalers and carriers to capture profitable growth and organizational value. "
 target: QBIS
QBIS is an insurance technology company. Their cloud-based underwriting and delivery platform for insurance agents and their customers enables them to transact with numerous high-quality insurance companies in a centralized, simplified and instantaneous manner.
price ($mm)
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closed 7/25/2014 via Market Wire

Ritter Insurance Marketing, acquired IOIx Software

See 120 Comparable Transactions
synopsis: Ritter Insurance Marketing is pleased to announce the acquisition of IOIx Software in Nampa, Idaho. Founded by David Watton, an experienced health-insurance agent, IOIx Software designed web-based tools to assist agents with quotes, plan comparisons, subsidy calculations, enrollment, and client management.
buyer: Ritter Insurance Marketing
Ritter Insurance Marketing supports independent insurance agents with technology tools and training for the sale of products for the senior segment, such as Medicare Supplement, Medicare Advantage, and Medicare Part D. "
 target: IOIx Software
Founded by David Watton, an experienced health-insurance agent, IOIx Software designed web-based tools to assist agents with quotes, plan comparisons, subsidy calculations, enrollment, and client management.
price ($mm)
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closed 7/3/2014 via Company Press Release

Xchanging PLC, acquired Total Objects

See 109 Comparable Transactions
synopsis: Xchanging plc announced the acquisition of Total Objects Limited for a potential consideration of up to £21m. Total Objects Ltd is a supplier of software and services to the London Insurance Market. Total Objects also provides the MGA and MGU markets with a web based Broking solution for high volume business.
buyer: Xchanging PLC (LSE:XCH:$636.42)
Xchanging is a global business processor, serving customers in 43 countries. It provides business processing services which are applicable across industries, such as procurement, human resources and technology, as well as industry-specific offerings for insurers and financial services companies. "
 target: Total Objects
Total Objects Ltd is a leading supplier of software and services to the London Insurance Market. In addition to their successful and acclaimed broking products line (GLOBAL XB), Total Objects also provides the MGA and MGU markets with a web based Broking solution for high volume business.
price ($mm)
$20
rev ($mm)
EBITDA ($mm)
$1
EV / rev
EV / EBITDA
43.4x
announced 3/10/2022 via Company Press Release

CVC Capital Partners, will acquire RGI S.P.A.

See 237 Comparable Transactions
synopsis: Leading independent provider of insurance software solutions serves six of Europe's 10 largest insurers, CVC will acquire RGI, a leading independent provider of software solutions to the European insurance industry, from Corsair, a leading private equity firm targeting services, software, and payments investments in the financial services market.
buyer: CVC Capital Partners
Luxembourg-based CVC is a leading private equity and investment advisory firm. CVC has secured commitments of over US$134 billion from some of the world's leading institutional investors across its private equity and credit strategies. "
 target parent: Corsair Capital
target: RGI S.P.A.
RGI is an Independent Software Vendor, a European leader in the digital transformation of Insurers. They have been committed for more than 30 years to the Insurance industry. RGI has a wealth experience in dealing with Insurers, Bank Insurers, Agents, Brokers, independent Financial Advisors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/7/2021 via PR Newswire

Azentio Software, will acquire Beyontec

See 206 Comparable Transactions
synopsis: Azentio Software, a Singapore-headquartered software products business, will acquire Beyontec, a leading insurance technology company. Beyontec provides a comprehensive range of digital solutions for the insurance industry, including a core multi-line insurance administration system, digital platform-based ecosystem solutions, and more.
buyer parent: Apax Partners
buyer: Azentio Software
Azentio Software provides mission critical, vertical-specific software products for customers in banking, financial services and insurance verticals and includes key products such as Kastle™ (universal banking platform), Amlock™ (compliance software suite), and more. "
 target: Beyontec
Beyontec is a global insurance solution provider, addressing all aspects of insurance business, including general insurance, takaful, life insurance, medical insurance, and insurance broking. Beyontec's offerings include a core insurance administration solution, specific accelerator tools, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/5/2021 via GlobeNewswire

Green Shield, acquired Computer Workware

See 285 Comparable Transactions
synopsis: Green Shield has acquired Computer Workware, a Canadian software company focusing on the development of insurance administration solutions for employee group benefits. Their products, iBenefits and Vital Objects, provide solutions for Canada’s largest insurance companies and third-party administrators and associations.
buyer: Green Shield
Green Shield Canada is Canada’s fourth-largest health and dental benefits provider, and is uniquely structured as a social enterprise with the purpose of making it easier for people to live their healthiest lives. They are Canada’s only not-for-profit health and dental benefits provider. "
 target: Computer Workware
Computer Workware is a Canadian software company focusing on the development of insurance administration solutions for employee group benefits. Their products, iBenefits and Vital Objects, provide solutions for Canada’s largest insurance companies and third-party administrators and associations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/14/2021 via GlobeNewswire

Applied Systems Inc., will acquire EZLynx

See 489 Comparable Transactions
synopsis: Applied Systems announced that it has entered into a definitive agreement to acquire EZLynx, a company that develops industry-leading cloud-based software for the insurance industry. Their software has helped independent agents operate their businesses more effectively for over ten years.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, it is the world’s largest provider of agency and brokerage management systems. "
 target: EZLynx
EZLynx develops industry-leading cloud-based software for the insurance industry. Their software has helped independent agents operate their businesses more effectively for over ten years.
price ($mm)
rev ($mm)
EBITDA ($mm)
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EV / EBITDA
closed 9/22/2020 via BusinessWire

iPipeline, Inc., acquired Welis, LLC

See 206 Comparable Transactions
synopsis: iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, announced it has acquired WELIS, a premier provider of life insurance illustration systems to carriers in the US.
buyer parent: Roper Technologies, Inc.
buyer: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industries. Through its SSG Digital, end-to-end platform, iPipeline accelerates and simplifies sales, compliance, operations, and support. "
 target: Welis, LLC
WELIS is a premier provider of life insurance illustration systems supporting individual and group lines of business for carriers in the US. Its Ascent Illustration System is designed to help insurers sell and service customers in a multi-channel distribution environment.
price ($mm)
rev ($mm)
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closed 7/30/2019 via Company Press Release

RGI S.P.A., acquired Novum GmbH

See 206 Comparable Transactions
synopsis: RGI, a European leader in the digital transformation of Insurers, announced that it has acquired 100% of NOVUM, a leading DACH solution provider specializing in the development of core systems for insurers.
buyer parent: Corsair Capital
buyer: RGI S.P.A.
RGI, of Milan, provides software products and technology services to the insurance industry. RGI is a provider of core systems to the insurance market, providing a comprehensive offering which addresses core insurance processes including policy administration, and market management. "
 target: Novum GmbH
Novum provides innovative standard and customized software solutions for the international insurance industry. Novum’s solution portfolio comprises software platforms for individual applications such as inventory systems, property and performance, fees, collection, and fund and loan management.
price ($mm)
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closed 1/9/2018 via PE Hub

Corsair Capital, acquired RGI S.P.A.

See 237 Comparable Transactions
synopsis: Ardian has sold RGI to Corsair Capital. RGI, of Milan, provides software products and technology services to the insurance industry. RGI is a provider of core systems to the insurance market, providing a comprehensive offering which addresses core insurance processes including policy administration, and market management.
buyer: Corsair Capital
Corsair Capital is one of the longest-standing private equity firms focused on investing in the financial services industry. Launched in 1992 in the aftermath of the U.S. savings and loan crisis, Corsair was the first fund of its size to invest in the financial services industry. "
 target parent: Ardian
target: RGI S.P.A.
RGI, of Milan, provides software products and technology services to the insurance industry. RGI is a provider of core systems to the insurance market, providing a comprehensive offering which addresses core insurance processes including policy administration, and market management.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/21/2017 via Company Press Release

Verisk Analytics, Inc., will acquire Sequel Business Solutions

See 237 Comparable Transactions
synopsis: Verisk Analytics, Inc., a leading data analytics provider, has signed a definitive agreement to acquire Sequel from HgCapital and other Sequel shareholders. Sequel is a leading insurance and reinsurance software specialist based in London.
buyer: Verisk Analytics, Inc. (NasdaqGS:VRSK:$2,998.60)
Verisk Analytics is a leading data analytics provider serving customers in insurance, natural resources, and financial services. Using advanced technologies to collect and analyze billions of records, Verisk Analytics provides first-to-market innovations that are integrated into customer workflows. "
 target parent: HgCapital
target: Sequel Business Solutions
Sequel is a leading insurance and reinsurance software specialist. Sequel is a pioneer in complex commercial and specialty insurance software innovation, with a diverse customer base that includes some of the world’s largest specialty insurance players.
price ($mm)
$321
rev ($mm)
$33
EBITDA ($mm)
$15
EV / rev
9.6x
EV / EBITDA
20.8x
announced 2/15/2017 via PR Newswire

Sapiens International Corporation N.V., will acquire StoneRiver, Inc.

See 237 Comparable Transactions
synopsis: Sapiens International Corporation, a provider of software solutions for the insurance industry, with a growing presence in financial services, announced that it has entered into a definitive agreement to acquire privately held StoneRiver, Inc. StoneRiver delivers a wide range of solutions and services for the insurance industry in North America.
buyer parent: The Asseco Group
buyer: Sapiens International Corporation N.V. (SPNS:$367.96)
Sapiens International Corporation is a global provider of software solutions for the insurance industry, with an emerging focus on the broader financial services sector. Sapiens offers core solutions to insurance, property and casualty, pension and annuities, reinsurance and retirement markets. "
 target: StoneRiver, Inc.
StoneRiver delivers the widest range of value-oriented technology solutions and services to insurance carriers, agents and broker-dealers. This versatile product group encompasses front-office, policy, claims, rating, underwriting, billing and reinsurance automation for all major business lines.
price ($mm)
$102
rev ($mm)
$80
EBITDA ($mm)
EV / rev
1.3x
EV / EBITDA
closed 5/5/2016 via BusinessWire

Computer Sciences Corporation, acquired Xchanging PLC

See 808 Comparable Transactions
synopsis: Computer Sciences Corporation, a leading provider of next-generation technology solutions and services, announced that it has completed the acquisition of Xchanging plc. Xchanging provides technology-enabled business solutions to organizations in global insurance and financial services, healthcare, manufacturing, real estate and the public sector.
buyer: Computer Sciences Corporation (DXC:$18,892.00)
Computer Sciences Corporation (CSC) leads clients on their digital transformation journeys. The company provides innovative next-generation technology services and solutions that leverage deep industry expertise, global scale, technology independence and an extensive partner community. "
 target: Xchanging PLC (LSE:XCH:$636.42)
Xchanging is a global business processor, helping businesses across all industries to optimize their output, streamline processes and add value. The company provides the market leading insurance software, Xuber, which has served the global complex commercial insurance market for over 40 years.
price ($mm)[EV]
$693 [$767]
rev ($mm)
$702
EBITDA ($mm)
$42
EV / rev
1.1x
EV / EBITDA
18.4x
Pages:  
closed 8/9/2016 via PR Web

Applied Systems Inc., acquired Relay Software

See 237 Comparable Transactions
synopsis: Applied Systems announced the acquisition of Relay Software, the leading provider of insurance software to insurers and brokers in the Republic of Ireland. This acquisition expands Applied’s international footprint, extending its leadership position in both the U.S. and Canada, as well as its expanding presence in the United Kingdom.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, Ireland and the United Kingdom. "
 target: Relay Software
Relay is the leading provider of insurance software to insurers and brokers in Ireland. Relay products are the market standard in Ireland, and the company serves more than 400 customers with over 3,000 insurance professional users in the Irish market.
price ($mm)
$5.23
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/14/2021 via GlobeNewswire

Applied Systems Inc., will acquire EZLynx

See 489 Comparable Transactions
synopsis: Applied Systems announced that it has entered into a definitive agreement to acquire EZLynx, a company that develops industry-leading cloud-based software for the insurance industry. Their software has helped independent agents operate their businesses more effectively for over ten years.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, it is the world’s largest provider of agency and brokerage management systems. "
 target: EZLynx
EZLynx develops industry-leading cloud-based software for the insurance industry. Their software has helped independent agents operate their businesses more effectively for over ten years.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/4/2019 via GlobeNewswire

Applied Systems Inc., will acquire Indio

See 173 Comparable Transactions
synopsis: Applied Systems announced that it has entered into a definitive agreement to acquire Indio Technologies, Inc. as a critical component of its investment in digitizing the end-to-end commercial lines submissions process. Indio provides a workflow management platform that delivers a suite of web-based solutions for insurance agencies.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, it is the world’s largest provider of agency and brokerage management systems. "
 target: Indio
Indio Technologies, Inc. digitizes the end-to-end commercial lines submissions process across agencies, brokers, insurers and insureds. Indio is the leading solution for the insurance application and renewal process, enabling agencies to deliver a fully automated client risk data capture.
price ($mm)
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closed 10/16/2019 via GlobeNewswire

Applied Systems Inc., acquired Policy Works, Inc.

See 42 Comparable Transactions
synopsis: Applied Systems, he leading global provider of cloud-based software that powers the business of insurance, announced the acquisition of Policy Works, the leading platform for commercial lines business in Canada that provides point-of-sale solutions that allow brokers to instantly create legally binding commercial lines policies.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, it is the world’s largest provider of agency and brokerage management systems. "
 target: Policy Works, Inc.
Policy Works is the leading platform for commercial lines business in Canada. Policy Works provides point-of-sale solutions that allow brokers to instantly create legally binding commercial lines policies.
price ($mm)
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closed 4/10/2019 via BNC Analysis

Applied Systems Inc., acquired TechCanary

See 170 Comparable Transactions
synopsis: Applied Systems, a global insurance software company, has acquired TechCanary, a software company focused on the insurance industry. TechCanary provides the insurance industry with new and innovative alternatives to legacy agency management systems and generic CRM and call center solutions.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, Ireland and the United Kingdom. "
 target: TechCanary
Founded in 2013, TechCanary is an InsurTech company offering the #1 insurance solution available on Salesforce. The company’s mission is to provide the insurance industry new and innovative alternatives to legacy agency management systems and generic CRM and call center solutions.
price ($mm)
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closed 10/17/2018 via Company Press Release

Applied Systems Inc., acquired Dynamis

See 35 Comparable Transactions
synopsis: Applied Systems announced the acquisition of Dynamis Software Corporation, a leading provider of employee benefits software solutions in the US. The Dynamic Plan Designer by Dynamis is the leading plan optimization solution for insurance brokers across the United States.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, Ireland and the United Kingdom. "
 target: Dynamis
Dynamis is an insurance software company located in Milwaukee, Wisconsin. The Dynamic Plan Designer by Dynamis is the leading plan optimization solution for insurance brokers across the United States. Brokers use the Dynamic Plan Designer to demonstrate their expertise and win new business.
price ($mm)
rev ($mm)
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EV / EBITDA
closed 8/9/2016 via PR Web

Applied Systems Inc., acquired Relay Software

See 237 Comparable Transactions
synopsis: Applied Systems announced the acquisition of Relay Software, the leading provider of insurance software to insurers and brokers in the Republic of Ireland. This acquisition expands Applied’s international footprint, extending its leadership position in both the U.S. and Canada, as well as its expanding presence in the United Kingdom.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, Ireland and the United Kingdom. "
 target: Relay Software
Relay is the leading provider of insurance software to insurers and brokers in Ireland. Relay products are the market standard in Ireland, and the company serves more than 400 customers with over 3,000 insurance professional users in the Irish market.
price ($mm)
$5.23
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/17/2015 via Company Press Release

Applied Systems Inc., acquired SEMCAT

See 14 Comparable Transactions
synopsis: Applied Systems, Inc., a leading provider of software that powers the business of insurance, announced it has acquired SEMCAT, a leading provider of comparative rating technology in the U.S., to support Applied Systems’ integrated product strategy by expanding integrated rating solutions to the U.S. market.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems Inc. is a leading provider of software that powers the business of insurance. Applied is recognized as a pioneer in agency and brokerage management systems and data exchange between agencies, brokers, carriers and their clients. "
 target: SEMCAT
SEMCAT is a quoting solution company focused on bringing efficiencies to the insurance marketplace. SEMCAT’s goal is to assist the independent agency channel. SEMCAT helps independent agents quote with accuracy and serve with speed, because SEMCAT’s technology is unique, flexible, and current.
price ($mm)
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closed 1/7/2015 via PR Web

Applied Systems Inc., acquired NxTech Inc.

See 26 Comparable Transactions
synopsis: Applied Systems Inc., a leading provider of software that powers the business of insurance, announced it has acquired NxTech Inc. They are a leading provider of technology solutions that enable data exchange and integration between insurance carriers and the independent agency channel in the U.S. P&C insurance industry.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems Inc. is a leading provider of software that powers the business of insurance. Applied is recognized as a pioneer in agency and brokerage management systems and data exchange between agencies, brokers, carriers and their clients. "
 target: NxTech Inc.
NxTech is the leading provider of solutions specializing in helping carriers, MGAs and program administrators automate the exchange of insurance data with their distribution channels and other third parties.
price ($mm)
rev ($mm)
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closed 1/24/2014 via GlobeNewswire

Hellman & Friedman LLC, acquired Applied Systems Inc.

See 577 Comparable Transactions
synopsis: Applied Systems, Inc., a leading provider of software that powers the business of insurance, announced the successful completion of its acquisition by funds advised by Hellman & Friedman LLC, a global private equity investment firm with offices in San Francisco, New York and London.
buyer: Hellman & Friedman LLC
Hellman & Friedman LLC is a private equity firm specializing in leveraged recapitalizations, acquisitions, buys and builds, traditional buyouts, financial restructurings, growth investments, and numerous types of minority investments. It invests in public and private companies. "
 target parent: Bain Capital
target: Applied Systems Inc.
Applied Systems is a leading provider of software that powers the business of insurance. The company is recognized as a pioneer in agency management systems and data exchange between agencies, brokers, carriers and their clients.
price ($mm)
$1,800
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/14/2013 via BusinessWire

Applied Systems Inc., acquired Insurecom Ltd.

See 2115 Comparable Transactions
synopsis: Applied Systems, Inc., a leading provider of software that powers the business of insurance, announced it has acquired Insurecom, a leading software and connectivity solutions company serving the insurance industry in the United Kingdom.
buyer parent: Bain Capital
buyer: Applied Systems Inc.
Applied Systems is a leading provider of software that powers the business of insurance. The company is recognized as a pioneer in agency management systems and data exchange between agencies, brokers, carriers and their clients. "
 target: Insurecom Ltd.
Insurecom is a leading software and connectivity solutions company serving the insurance industry in the United Kingdom for more than 14 years.
price ($mm)
rev ($mm)
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EV / rev
EV / EBITDA
closed 6/6/2012 via PR Web

Applied Systems, Inc., acquired Compu-Quote, Inc.

See 196 Comparable Transactions
synopsis: Applied Systems Inc., a leading provider of software that powers the business of insurance, announced that it has acquired Compu-Quote Inc. Compu-Quote is Canada’s leader in the development, delivery and maintenance of comparative rating services, business rules automation and analysis tools for the automobile and property insurance industry.
buyer parent: Bain Capital
buyer: Applied Systems, Inc.
Applied Systems, Inc., develops, sells and supports insurance agency and broker management systems and provides services for accounting, customer, policy, claims management, and all related agent and broker functions. "
 target: Compu-Quote, Inc.
Compu-Quote is an innovative software services company focused on the Canadian insurance industry. Since 1983, Compu-Quote has provided underwriting and rate comparison tools to small independents and national brokers alike.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/31/2011 via BusinessWire

Applied Systems, Inc., acquired Artizan Internet Services, LLC.

See 165 Comparable Transactions
synopsis: Insurance technology company Applied Systems has announced that it has acquired Artizan Internet Services, the leading provider of Web-based and outsourced customer service solutions for the insurance industry, expanding capabilities around agency and broker management systems.
buyer parent: Bain Capital
buyer: Applied Systems, Inc.
Applied Systems, Inc., develops, sells and supports insurance agency and broker management systems and provides services for accounting, customer, policy, claims management, and all related agent and broker functions. "
 target: Artizan Internet Services, LLC.
Artizan Internet Services is the leading provider of Web-based and outsourced customer service solutions for the insurance industry. Artizan’s unique suite of programs enables insurance professionals to leverage their existing sales and service processes to deliver greater results.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/14/2006 via Company Press Release

Bain Capital, will acquire Applied Systems, Inc.

See 577 Comparable Transactions
synopsis: Applied Systems Chairman and CEO James P. Kellner announced today that Bain Capital Partners will be his new ownership partner in the industry-leading agency management system company. Bain Capital and Kellner have signed a definitive agreement to purchase Applied Systems from Vista Equity Partners, LLC.
buyer: Bain Capital
Founded in 1984, Bain Capital's primary aim is to acquire or invest in companies that have excellent potential for equity appreciation. Bain Capital's approach is to develop partnerships with exceptional management teams. "
 target parent: Vista Equity Partners
target: Applied Systems, Inc.
One of the largest insurance software companies. More than half of the largest brokers in North America utilize an Applied Systems agency manager systems in their business operations, while more than 200 financial institutions utilize an Applied Systems management system.
price ($mm)
$675
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/24/2014 via GlobeNewswire

Hellman & Friedman LLC, acquired Applied Systems Inc.

See 577 Comparable Transactions
synopsis: Applied Systems, Inc., a leading provider of software that powers the business of insurance, announced the successful completion of its acquisition by funds advised by Hellman & Friedman LLC, a global private equity investment firm with offices in San Francisco, New York and London.
buyer: Hellman & Friedman LLC
Hellman & Friedman LLC is a private equity firm specializing in leveraged recapitalizations, acquisitions, buys and builds, traditional buyouts, financial restructurings, growth investments, and numerous types of minority investments. It invests in public and private companies. "
 target parent: Bain Capital
target: Applied Systems Inc.
Applied Systems is a leading provider of software that powers the business of insurance. The company is recognized as a pioneer in agency management systems and data exchange between agencies, brokers, carriers and their clients.
price ($mm)
$1,800
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/14/2006 via Company Press Release

Bain Capital, will acquire Applied Systems, Inc.

See 577 Comparable Transactions
synopsis: Applied Systems Chairman and CEO James P. Kellner announced today that Bain Capital Partners will be his new ownership partner in the industry-leading agency management system company. Bain Capital and Kellner have signed a definitive agreement to purchase Applied Systems from Vista Equity Partners, LLC.
buyer: Bain Capital
Founded in 1984, Bain Capital's primary aim is to acquire or invest in companies that have excellent potential for equity appreciation. Bain Capital's approach is to develop partnerships with exceptional management teams. "
 target parent: Vista Equity Partners
target: Applied Systems, Inc.
One of the largest insurance software companies. More than half of the largest brokers in North America utilize an Applied Systems agency manager systems in their business operations, while more than 200 financial institutions utilize an Applied Systems management system.
price ($mm)
$675
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/27/2021 via PR Newswire

Integrity Marketing Group, acquired CSG Actuarial

See 141 Comparable Transactions
synopsis: Integrity Marketing Group, LLC, America's largest independent distributor of life and health insurance products, has acquired CSG Actuarial, an insurance technology company. CSG offers a SaaS-based software suite that features innovative solutions for quoting, enrollment and market research.
buyer: Integrity Marketing Group
Integrity Marketing Group is America's leading independent distributor of life and health insurance products focused on serving the Senior Market. Integrity develops and distributes life and health insurance products with insurance carrier partners. "
 target: CSG Actuarial
CSG Actuarial is an insurance technology company helping insurance agents and agencies keep up with the ever-changing senior life and health insurance marketplace. CSG offers a SaaS-based software suite that features innovative solutions for quoting, enrollment and market research.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/5/2020 via Company Press Release

Insurance Technologies Corporation, acquired Agency Matrix

See 425 Comparable Transactions
synopsis: Insurance Technologies Corporation (ITC), a provider of websites, marketing, comparative rating and management software and services, has acquired Agency Matrix, an insurance technology provider. Agency Matrix offers a cloud-based agency management system that allows insurance agencies to effectively manage their book of business, staff and office.
buyer parent: Accel-KKR
buyer: Insurance Technologies Corporation
Insurance Technologies Corporation (ITC) provides websites, agency marketing, comparative rating, and management software and services to the insurance industry. ITC helps its clients grow their businesses and become more efficient through the philosophy of providing quality software and services. "
 target: Agency Matrix
Agency Matrix is an insurance technology provider. Agency Matrix offers a cloud-based agency management system that allows insurance agencies to effectively manage their book of business, staff and office. Agency Matrix also offers custom websites, document management and virtual employee solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/18/2017 via Company Press Release

FMG Suite, acquired Agency Revolution

See 65 Comparable Transactions
synopsis: FMG Suite, the leading marketing software solution for financial advisors, announces the recent acquisition of Agency Revolution, the company responsible for Connect, the premier automated client communication software for insurance agents and brokers.
buyer: FMG Suite
FMG Suite is an automated marketing platform for financial professionals. FMG Suite provides an all-in-one integrated suite of marketing tools built to help financial advisers succeed. Using one platform, this helps clients build an online presence and drive new business. "
 target: Agency Revolution
Agency Revolution is an insurance industry specific company. AR offers a marketing platform to help Independent Insurance Agents and Brokers automate their processes, engage their customers to build deeper, more meaningful relationships, and grow their agencies and brokerages.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/18/2021 via PR Newswire

Vertafore, Inc., acquired AgencyZoom

See 213 Comparable Transactions
synopsis: Vertafore®, the leader in modern insurance technology, announced it acquired AgencyZoom™, a cloud-based sales automation platform for insurance agents. Modern agencies count on software and technology solutions to create more efficient processes, automate workflows, empower employees and better serve their clients.
buyer parent: Roper Technologies, Inc.
buyer: Vertafore, Inc.
Vertafore, a leader in modern insurance technology, builds and supports InsurTech solutions to connect every point of the distribution channel. Vertafore's agency management, ratings, regulation, compliance, and connectivity products streamline workflows, improve efficiency and drive productivity. "
 target: AgencyZoom
AgencyZoom is a Columbus, OH based InsurTech company. AgencyZoom provides insurance agents with powerful sales analytics and customer engagement automation. AgencyZoom solutions help users manage leads with ease, oversee sales in real-time, and better track monthly goals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/31/2018 via BNC Analysis

Charles Taylor InsureTech Limited, will acquire CoVi Analytics

See 236 Comparable Transactions
synopsis: Charles Taylor InsureTech announced that it has agreed to acquire a majority stake in CoVi Analytics, a company that has developed an advanced analytics platform that uses Artificial Intelligence (AI) and non-traditional tools to re-think, simplify and automate risk and compliance management for insurers and brokers.
buyer parent: Charles Taylor plc
buyer: Charles Taylor InsureTech Limited
Charles Taylor is a leading provider of professional services to clients across the global insurance market. They operate through three distinct businesses: Management Services, Adjusting Services and Insurance Support Services. "
 target: CoVi Analytics
CoVi has developed an advanced analytics platform that uses Artificial Intelligence (AI) and non-traditional tools to re-think, simplify and automate risk and compliance management for insurers and brokers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/11/2013 via PR Web

Imprezzio Inc., acquired Racing Snail

See 52 Comparable Transactions
synopsis: Imprezzio Inc., the maker of the trademarked AgentsAlly software suite, has announced the acquisition of Racing Snail, a Cloud-based software tool which allows insurance agents to analyze sales data for the agency and independent producers using a variety of metrics including premium production, closing ratios, and ROI.
buyer: Imprezzio Inc.
Imprezzio Inc. is a global enterprise software solution provider. The company blends contact management, sales leads, marketing processes, and workflow automation to help predict and manage sales pipelines, so businesses can deliver high-quality customer experience every time. "
 target: Racing Snail
Racing Snail is a Cloud-based software tool which allows insurance agents to analyze sales data for the agency and independent producers using a variety of metrics including premium production, closing ratios, and ROI.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/5/2022 via PR Newswire

AgentSync, acquired eContractPro LLC

See 72 Comparable Transactions
synopsis: AgentSync has acquired eContractPro, a technology solution that was founded with the mission to simplify contracting for insurance agencies and their distribution partners. With the acquisition, AgentSync continues to advance its goal of building the insurance industry's most trusted and comprehensive producer management solution.
buyer: AgentSync
AgentSync powers rapid growth for insurance carriers, agencies, and Managing General Agents by offering modern tools for producer management. With its customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance. "
 target: eContractPro LLC
eContractPro is a technology solution that simplifies contracting for insurance agencies and their distribution partners. From software solutions to processing services, eContractPro delivers a cutting-edge licensing and contracting platform specifically designed for brokerage general agents.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/9/2022 via BNC Analysis

Gefen Technologies, will acquire Roeto Ltd

See 215 Comparable Transactions
synopsis: Gefen Technologies, an Israeli company that transforms agent-based networks, will acquire Roeto, a SaaS based CRM platform for life insurers and financial planners in Israel. Roeto provides an advanced CRM that helps agents to simplify their work. Their platform provides a customer portal that allows agents to keep up to date with their customers.
buyer: Gefen Technologies
Gefen Technologies is an Israeli company that transforms agent-based networks. Gefen offers a SaaS platform that empowers insurance agents and financial advisors to thrive in a digital-first world. Their platform provides solutions for marketing, compliance, reporting, upselling, and more. "
 target: Roeto Ltd
Roeto is a SaaS based CRM platform for life insurers and financial planners in Israel. Roeto provides an advanced CRM that helps agents to save time and simplify their work. Their platform provides a customer portal that allows agents to easily keep up to date with their customers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/13/2021 via PR Newswire

White Glove Workshops, acquired Gainfully

See 151 Comparable Transactions
synopsis: White Glove, a fintech marketing company, has acquired Gainfully Inc., a leader in content marketing technology for enterprise insurance and financial services companies. Gainfully makes marketing easier for advisors, brokers and agents. Their platform provides solutions for sales enablement, enterprise messaging, and content publishing.
buyer parent: RockBridge Growth Equity
buyer: White Glove Workshops
White Glove is a marketing company that makes it easy for financial advisors and other service professionals to be successful. White Glove provides services for seminar marketing and social media. White Glove utilizes digital marketing to bring the right attendees to each seminar. "
 target: Gainfully
Gainfully is a leader in compliance-enabled content marketing technology for enterprise insurance and financial services companies. Gainfully makes marketing easier for advisors, brokers and agents. Their platform provides solutions for sales enablement, enterprise messaging, and content publishing.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/9/2021 via PR Newswire

Broadridge Financial Solutions, Inc., acquired AdvisorStream

See 41 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
closed 11/26/2019 via BNC Analysis

AutoProtect, acquired DealTrak Ltd

See 190 Comparable Transactions
synopsis: AutoProtect, a company that provides insurance products and dealer warranties to vehicle manufacturers and retailers in the UK, has acquired DealTrak, a UK platform that brings Finance and Insurance transactions to life.
buyer: AutoProtect
AutoProtect provides insurance products and dealer warranties to vehicle manufacturers and retailers in the UK. After a consultation, AutoProtect creates customized business development programs. From sales training to smooth integration with full FCA-compliance, AutoProtect assists at every stage. "
 target parent: CV6 Limited
target: DealTrak Ltd
Headquartered in the UK, DealTrak platform brings Finance and Insurance transactions to life. They are committed to increasing efficiencies for everyone involved, allowing them to focus on creating a positive experience for their customers and ultimately sell more finance and insurance products.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/10/2019 via BNC Analysis

Applied Systems Inc., acquired TechCanary

See 170 Comparable Transactions
synopsis: Applied Systems, a global insurance software company, has acquired TechCanary, a software company focused on the insurance industry. TechCanary provides the insurance industry with new and innovative alternatives to legacy agency management systems and generic CRM and call center solutions.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, Ireland and the United Kingdom. "
 target: TechCanary
Founded in 2013, TechCanary is an InsurTech company offering the #1 insurance solution available on Salesforce. The company’s mission is to provide the insurance industry new and innovative alternatives to legacy agency management systems and generic CRM and call center solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/10/2017 via PR Newswire

SuretyWave, acquired InSure Vision Technologies, LLC

See 72 Comparable Transactions
synopsis: SuretyWave, a company that provides comprehensive consulting and IT services to the insurance industry, has announced that it has acquired InSure Vision Technologies (IVT), a company that also develops a web-based surety bond processing system that significantly reduces the cost of executing and managing surety bonds.
buyer: SuretyWave
SuretyWave, LLC provides comprehensive consulting and IT services to the insurance industry. The firm has over 300 years of insurance and technology experience, and a workforce of more than 200 technology employees through its IT services organization, Digital Business Creations, LLC. "
 target: InSure Vision Technologies, LLC
InSure Vision Technologies was formed to develop a web-based surety bond processing system that significantly reduces the cost of executing and managing surety bonds.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/4/2019 via GlobeNewswire

Applied Systems Inc., will acquire Indio

See 173 Comparable Transactions
synopsis: Applied Systems announced that it has entered into a definitive agreement to acquire Indio Technologies, Inc. as a critical component of its investment in digitizing the end-to-end commercial lines submissions process. Indio provides a workflow management platform that delivers a suite of web-based solutions for insurance agencies.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, it is the world’s largest provider of agency and brokerage management systems. "
 target: Indio
Indio Technologies, Inc. digitizes the end-to-end commercial lines submissions process across agencies, brokers, insurers and insureds. Indio is the leading solution for the insurance application and renewal process, enabling agencies to deliver a fully automated client risk data capture.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/2/2021 via GlobeNewswire

Centerfield Media, acquired Datalot Inc.

See 17 Comparable Transactions
synopsis: Centerfield, a premier technology service for digital customer acquisition, has acquired Datalot, a leading digital marketing solution for auto, home, health and Medicare insurance companies. Datalot's digital marketing solutions and technology platform deliver over 10 million qualified consumers to over 40 leading insurance carriers each year.
buyer parent: Platinum Equity, LLC
buyer: Centerfield Media
Centerfield is a technology-driven marketing and customer acquisition company driving millions for sales for telecommunications brands. Centerfield's marketing and sales technology platform, Dugout, engages with in-market consumers to help them purchase internet, TV, wireless, and landline. "
 target parent: Lightyear Capital
target: Datalot Inc.
Datalot is a full-stack marketing and analytics platform built to address the digital distribution needs of the insurance industry. Datalot creates customized marketing campaigns for transaction-ready consumers across digital & mobile that allow carriers to easily manage inbound customer flow.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/15/2019 via BNC Analysis

Certua Group Limited, acquired Surely Services Ltd

See 65 Comparable Transactions
synopsis: Certua, a data-driven financial technology company in the UK, has acquired the Surely Group, a leading insurtech business in the UK that builds cloud-based software platforms for the insurance industry. Surely's platforms enable insurers and brokers to transact online with their customers.
buyer: Certua Group Limited
Certua is a data-driven financial technology company in the UK. Certua offers a digital life insurance platform for financial advisers. The platform allows financial advisers to provide their clients with easy, transparent, and price competitive modern protection solutions. "
 target: Surely Services Ltd
Surely is a leading insurtech business in the UK that builds cloud-based software platforms for the insurance industry. Surely's platforms enable insurers and brokers to transact online with their customers. Their system allows users to obtain quotes and buy insurance products online.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/11/2017 via PE Hub

Lightyear Capital LLC, acquired Datalot Inc.

See 17 Comparable Transactions
synopsis: Lightyear Fund IV, L.P., a fund managed by Lightyear Capital LLC acquired a majority stake in Datalot Inc. Datalot has built a new telephony platform specialized for converting mobile and web traffic into qualified, live phone interactions.
buyer: Lightyear Capital LLC
Lightyear Capital is a financial services-focused private equity firm based in New York. Lightyear, through its affiliated private equity funds, makes primarily control investments in North America-based, middle-market financial services companies. "
 target: Datalot Inc.
Focused on serving the insurance industry, Datalot offers a self-serve solution for insurance carriers and agents to access transaction-ready consumers via live qualified calls and achieve complete customer attribution and visibility throughout the sales cycle.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/10/2017 via BNC Analysis

Fonds Finanz, acquired softfair GmbH

See 603 Comparable Transactions
synopsis: Fonds Finanz, an insurance broker, has acquired softfair GmbH, a company that develops comparison and analytical software solutions for insurance industries. Both companies are based in Germany.
buyer: Fonds Finanz
Fonds Finanz operates as an insurance broker. The company offers insurance distribution and financial products, tools, and advice. The company was founded in 1996 and is based in Munich, Germany. "
 target: softfair GmbH
softfair GmbH develops comparison and analytical software solutions for insurance industries. The company was founded in 1988 and is headquartered in Hamburg, Germany.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
Pages:  

Like Relay Software


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Indio

Policy Works, Inc.

TechCanary

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Applied Systems Inc.

Applied Systems, Inc.

CSG Actuarial

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CoVi Analytics

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eContractPro LLC

Roeto Ltd

Gainfully

AdvisorStream

DealTrak Ltd

TechCanary

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Indio

Datalot Inc.

Surely Services Ltd

Datalot Inc.

softfair GmbH

Pages:  
Geography
Matching Companies
Ticker: PT
 
 
 
 
 
 
 
 
PINTEC
PINTEC
PINTEC is a leading independent technology platform enabling financial services in China. With its mission to "Power the Future of Finance", PINTEC aims to advance financial services by providing customizable and modular fintech solutions to its financial and business partners.
year
2018
rev ($mm)
$156.10
EBITDA ($mm)
$13.41
EBIT ($mm)
$12.65
Net Income ($mm)
$0.96
Employees
432
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Ticker:
 
 
 
 
 
 
 
 
Bravura Solutions Limited
Bravura Solutions Limited
Bravura Solutions is a leading provider of software solutions for the wealth management, life insurance and fund administration industries, underpinned by functionally rich technology that enables modernisation, consolidation and simplification.
year
2020
rev ($mm)
$194.13
EBITDA ($mm)
$45.84
EBIT ($mm)
$36.98
Net Income ($mm)
$28.29
Employees
1442
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Ticker:
 
 
 
 
 
 
 
 
Fineos
Fineos
Ireland-based FINEOS is a market leader in core systems for life, accident, and health insurance carriers globally. The FINEOS Platform, powered by Amazon Web Services, provides customers full end to end core administration for group, voluntary, and individual across life, accident, and health.
year
2020
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$121.48
EBITDA ($mm)
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EBIT ($mm)
($3.72)
Net Income ($mm)
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1000
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Ticker: GWRE
 
 
 
 
 
 
 
 
Guidewire Software, Inc.
Guidewire Software, Inc.
Guidewire Software, Inc. provides system software to the property and casualty insurance industry primarily in the United States, Canada, and Australia. It provides Internet-based software platforms for core insurance operations.
year
2021
rev ($mm)
$757.51
EBITDA ($mm)
($26.56)
EBIT ($mm)
($63.08)
Net Income ($mm)
Employees
2816
  • drill down
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Ticker: EBIX
 
 
 
 
 
 
 
 
Ebix, Inc.
Ebix, Inc.
Ebix is a leading international supplier of On-Demand software and E-commerce services to the insurance industry. It provides solutions ranging from infrastructure exchanges and risk compliance solutions to custom software development for all entities involved in the insurance industry.
year
2019
rev ($mm)
$570.76
EBITDA ($mm)
$158.83
EBIT ($mm)
$144.44
Net Income ($mm)
$83.58
Employees
9263
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Fineos
Fineos
Ireland-based FINEOS is a market leader in core systems for life, accident, and health insurance carriers globally. The FINEOS Platform, powered by Amazon Web Services, provides customers full end to end core administration for group, voluntary, and individual across life, accident, and health.
year
2020
rev ($mm)
$121.48
EBITDA ($mm)
($8.38)
EBIT ($mm)
($3.72)
Net Income ($mm)
Employees
1000
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Ticker: CDLX
 
 
 
 
 
 
 
 
Cardlytics, Inc.
Cardlytics is a digital advertising platform. The company partners with financial institutions to run their banking rewards programs that promote customer loyalty and deepen banking relationships.
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2020
rev ($mm)
$186.89
EBITDA ($mm)
($44.11)
EBIT ($mm)
($50.94)
Net Income ($mm)
Employees
471
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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
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Ticker: AIM:BRY
 
 
 
 
 
 
 
 
Brady plc
Brady plc
Brady plc is the leading provider of software solutions for global commodity trading. They offer a choice of trading and risk management applications designed to enable producers, financial organisations and trading companies to manage their commodity transactions in an integrated solution.
year
2017
rev ($mm)
$39.97
EBITDA ($mm)
($2.65)
EBIT ($mm)
($3.47)
Net Income ($mm)
Employees
253
  • drill down
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Ticker: ASX:HUB
 
 
 
 
 
 
 
 
Hub24 Pty. Ltd.
Hub24 Pty. Ltd.
HUB24's award-winning investment and superannuation platform offers a comprehensive range of investment options, including superior administration, transaction and reporting solutions, for individuals, companies, trusts, associations and self-managed super funds.
year
2016
rev ($mm)
$32.55
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
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Ticker: LSE:GHT
 
 
 
 
 
 
 
 
Gresham Computing
Gresham Computing
Gresham Computing plc is a leading software and services company that specialises in providing real-time transaction control and enterprise data integrity solutions. Gresham’s Clareti software platform is designed to provide financial institutions with complete certainty in their data processing.
year
2020
rev ($mm)
$32.28
EBITDA ($mm)
$1.73
EBIT ($mm)
$0.98
Net Income ($mm)
Employees
141
  • drill down
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Ticker: BUSE:OPUS
 
 
 
 
 
 
 
 
Opus Global, Inc.
Opus Global is a global risk and compliance SaaS and data solution company, founded on a simple premise: that faster, better decisions in compliance and risk management give businesses an extraordinary advantage in the marketplace.
year
2017
rev ($mm)
$160.13
EBITDA ($mm)
$24.64
EBIT ($mm)
$18.91
Net Income ($mm)
$21.05
Employees
47
  • drill down
  • watch
Ticker: WSE:ALL)
 
 
 
 
 
 
 
 
Ailleron S.A.
Ailleron S.A.
Ailleron is a Polish technology company that delivers innovative solutions. Ailleron's flagship products include iLumio; a state-of-the-art system the provides hotel services at every stage of a guest's stay, and Livebank; a virtual bank branch solution that lets banks better engage with customers.
year
2020
rev ($mm)
$38.04
EBITDA ($mm)
$2.96
EBIT ($mm)
$1.05
Net Income ($mm)
$0.18
Employees
0
  • drill down
  • watch
Ticker: ASX:RKN
 
 
 
 
 
 
 
 
Reckon Limited
Reckon Limited
Reckon Limited (RKN) is an Australian publicly listed company well known as a leading provider of software solutions for accounting and bookkeeping professionals, as well as small to medium sized businesses, small office/home office users and personal wealth management.
year
2020
rev ($mm)
$54.95
EBITDA ($mm)
$9.52
EBIT ($mm)
$8.47
Net Income ($mm)
$5.93
Employees
118
  • drill down
  • watch
Ticker: ASX:TDY
 
 
 
 
 
 
 
 
thedocyard
thedocyard
thedocyard is a global leader in end-to-end transaction management solutions. thedocyard offers a cloud-based deal management platform that can manage the entire lifecycle of any corporate or commercial transaction. The platform enables advisers to run and execute every stage of a deal in one place.
year
2020
rev ($mm)
$0.49
EBITDA ($mm)
($1.70)
EBIT ($mm)
($1.74)
Net Income ($mm)
Employees
880
  • drill down
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Ticker: HLSE:HEEROS
 
 
 
 
 
 
 
 
Heeros Plc
Heeros Plc
Heeros is a Finnish software company specialising in cloud-based financial administration solutions. Its solutions cover all the basic tasks of financial administration, from scanning paper invoices to processing and archiving purchase and sales invoices and travel receipts.
year
2021
rev ($mm)
$10.03
EBITDA ($mm)
$0.69
EBIT ($mm)
$0.63
Net Income ($mm)
$0.43
Employees
79
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