Like Marquis Software Solutions, Inc.

closed 9/29/2016 via BusinessWire

Falfurrias Capital, acquired Marquis Software Solutions, Inc.

synopsis: Falfurrias Capital Partners, a private equity firm focused on investing in growth-oriented, middle-market businesses, announced that it has purchased a majority interest in Marquis Software Solutions Inc. Founded in 1987 by Les Kassing, Marquis is a pioneer and leader in unique data analytics software and services that help financial institutions.
buyer: Falfurrias Capital
Falfurrias Capital Partners is a Charlotte-based private equity investment firm that acquires or invests in lower, middle-market businesses. As a team of seasoned operators, they work with their portfolio company management teams to identify opportunities and deliver resources to seize them. "
target: Marquis Software Solutions, Inc.
Marquis Software Solutions Inc. is a Plano, Texas-based company that is focused on getting results for over 400 financial institutions nationwide. MARQUIS sets its clients apart by providing expertise in data analytics, MCIF, CRM, strategic consulting, profitability and direct marketing.
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closed 3/2/2022 via Company Press Release

Summa Equity, acquired INTIX

synopsis: Sweden-based Summa Equity Fund III has acquired a majority stake in Intix, a Belgium fintech company that delivers a high-performance and unique insight platform to ensure operational excellence, enabling a quantum leap in transaction monitoring and transparency for financial institutions.
buyer: Summa Equity
Based in Sweden, Summa Equity invests in companies that are solving global challenges and creating positive Environmental, Social, and Governance (ESG) outcomes for society. "
target: INTIX
Intix is a leading fintech company based in Belgium that provides a transaction and compliance insight platform for the financial sector. The company offers unique ‘off the shelf’ technology products to trace and monitor financial transaction data.
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closed 1/20/2022 via Company Press Release

Plaid Technologies, Inc., acquired Cognito (Identity Verification)

synopsis: Plaid, a fintech company that makes it easier for consumers to connect with their banks, has acquired Cognito, an identity verification and compliance platform. Cognito makes it faster and safer for people to verify their identity when signing up for financial services online. They provide tools to verify customers for a wide variety of use cases.
buyer: Plaid Technologies, Inc.
Plaid is a fintech company that makes it easier for consumers to connect with their banks. Plaid offers an API solution that is used by thousands of digital financial apps and services to make it easy for consumers to connect their financial accounts with the apps and services they want to use. "
target: Cognito (Identity Verification)
Cognito is an identity verification and compliance platform. Cognito makes it faster and safer for people to verify their identity when signing up for financial services online. They provide tools to verify customers for a wide variety of use cases to make onboarding customers safer than ever.
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closed 11/30/2021 via PR Newswire

RockBridge Growth Equity, acquired Marquis Software Solutions, Inc.

synopsis: Rockbridge Growth Equity has acquired Marquis Software Solutions from Falfurrias Capital Partners. Marquis is a leader in unique data analytics software and services that help financial institutions, primarily mid-tier banks and credit unions, identify marketing opportunities and meet complex and ever-evolving compliance requirements.
buyer: RockBridge Growth Equity
Rockbridge Growth Equity is a Detroit-based private equity firm that helps exceptional companies accelerate growth and build long-term value for its stakeholders. The firm invests in the financial and business services, consumer-direct marketing, and sports, media & entertainment industries. "
target parent: Falfurrias Capital
target: Marquis Software Solutions, Inc.
MARQUIS is a Plano, Texas-based company that is focused on getting results for over 650 financial institutions nationwide. MARQUIS sets its clients apart from their competition by providing expertise in data analytics, MCIF, CRM, strategic consulting, profitability and direct marketing.
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closed 10/25/2021 via BusinessWire

Sysnet Global Solutions, acquired SecureTrust Corporation

synopsis: Ireland-based Sysnet Global Solutions, a leading provider of cyber security and compliance solutions, has acquired SecureTrust, a division of Trustwave. SecureTrust, a leading provider of Payment Card Industry (PCI) compliance, provides innovation and processes for achieving and maintaining compliance and security.
buyer: Sysnet Global Solutions
Ireland-based Sysnet Global Solutions provides end-to-end security and compliance solutions to businesses all around the globe. Sysnet delivers cutting-edge ways to secure networks, maintain compliance, and complete assurance testing and assessments. "
target parent: Temasek Holdings
target: SecureTrust Corporation
SecureTrust, a Trustwave division, is a leading provider of Payment Card Industry (PCI) compliance. SecureTrust delivers world-class consulting, compliance and risk assessment services and solutions for the enterprise market as well as tailored PCI programs for acquirers around the globe.
price ($mm)
$80
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closed 8/18/2021 via PR Web

AML RightSource, LLC, acquired QuantaVerse

synopsis: AML RightSource, the leading outsourced provider of Anti-Money Laundering, Know Your Customer and Bank Secrecy Act compliance solutions, has acquired QuantaVerse, Inc. Founded in 2014, QuantaVerse uses advanced data science to automate and improve financial crime identification, alert investigations, and the documentation of investigation results.
buyer: AML RightSource, LLC
AML RightSource is the leading outsourced provider of custom solutions to financial institutions, FinTechs, money service businesses, and corporations. AMLRS offers Anti-Money Laundering (“AML”), Know Your Customer (“KYC”), and Bank Secrecy Act (“BSA”) compliance solutions. "
target: QuantaVerse
QuantaVerse is the leader of robotic process automation and machine learning solutions purpose-built for identifying financial crime. QuantaVerse utilizes its platform to reduce financial crime risk by identifying patterns and discerning anomalies that current approaches and systems regularly miss.
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closed 8/18/2021 via PR Web

AML RightSource, LLC, acquired QuantaVerse

synopsis: AML RightSource, the leading outsourced provider of Anti-Money Laundering, Know Your Customer and Bank Secrecy Act compliance solutions, has acquired QuantaVerse, Inc. Founded in 2014, QuantaVerse uses advanced data science to automate and improve financial crime identification, alert investigations, and the documentation of investigation results.
buyer: AML RightSource, LLC
AML RightSource is the leading outsourced provider of custom solutions to financial institutions, FinTechs, money service businesses, and corporations. AMLRS offers Anti-Money Laundering (“AML”), Know Your Customer (“KYC”), and Bank Secrecy Act (“BSA”) compliance solutions. "
target: QuantaVerse
QuantaVerse is the leader of robotic process automation and machine learning solutions purpose-built for identifying financial crime. QuantaVerse utilizes its platform to reduce financial crime risk by identifying patterns and discerning anomalies that current approaches and systems regularly miss.
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closed 5/26/2021 via BNC Analysis

Astorg, Bridgepoint, acquired Fenergo

synopsis: Irish fintech Fenergo has been acquired from New York-based venture capital firm Insight Partners by two private equity firms, Paris-based Astorg and London-based Bridgepoint. Founded in 2009, Fenergo builds software to help banks and asset managers with regulatory compliance and managing client data.
buyer: Astorg
buyer: Bridgepoint (:$353.32)
Paris-based Astorg and London-based Bridgepoint are two private equity firms. Astorg is a global private equity firm with over €10 billion of assets under management. Bridgepoint is a major international alternative asset fund management group. "
target parent: Insight Venture Partners
target: Fenergo
Fenergo is the leading provider of Know-Your-Customer (KYC) and Client Lifecycle Management (CLM) software solutions for financial institutions. Founded in 2009, Fenergo builds software to help banks and asset managers with regulatory compliance and managing client data.
price ($mm)
$1,098
rev ($mm)
$107
EBITDA ($mm)
EV / rev
10.3x
EV / EBITDA
closed 3/4/2021 via PR Web

AML RightSource, LLC, acquired Arachnys

synopsis: AML RightSource, the leading outsourced provider of Anti-Money Laundering (“AML”), Know Your Customer (“KYC”), and Bank Secrecy Act (“BSA”) compliance solutions, has acquired Arachnys. Arachnys, an innovative RegTech platform based in the United Kingdom, provides enriched, intelligent KYC and AML data and software solutions.
buyer: AML RightSource, LLC
AML RightSource is the leading outsourced provider of Anti-Money Laundering (“AML”), Know Your Customer (“KYC”), and Bank Secrecy Act (“BSA”) compliance solutions. Headquartered in Cleveland, Ohio, AML RightSource is the largest dedicated provider of AML solutions in North America. "
target: Arachnys
Arachnys accelerates onboarding and monitoring by providing the best global KYC (know-your-customer) and AML (anti-money laundering) data. Founded in 2010, Arachnys has helped some of the world’s biggest banks avoid regulatory fines and remediation costs.
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closed 1/20/2021 via Company Press Release

Tier1 Financial Solutions, acquired Alessa

synopsis: Tier1 Financial Solutions, a leading provider of client relationship management (“CRM”) solutions, has acquired Alessa, a compliance and financial crime prevention solution. Alessa is an AML (Anti Money Laundering) compliance, controls monitoring and fraud prevention solution for banking, insurance, fintech, gaming, manufacturing, retail and more.
buyer: Tier1 Financial Solutions
Tier1 Financial Solutions is a leader in client relationship management software for capital markets and investment banking. Tier1 empowers its clients to create sales opportunities and maximize client interactions while increasing productivity and reducing relationship risk. "
target parent: CaseWare
target: Alessa
Alessa is an AML (Anti Money Laundering) compliance, controls monitoring and fraud prevention solution for banking, insurance, fintech, gaming, manufacturing, retail and more. Alessa allows organizations to quickly detect suspicious transactions, identify high-risk customers and vendors.
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closed 9/30/2020 via Company Press Release

Jumio, Inc., acquired Beam Solutions, Inc.

synopsis: Jumio, the leading provider of AI-powered end-to-end identity verification and eKYC (Electronic Know Your Customer) solutions, has acquired the AML (Anti-Money Laundering) platform from Beam Solutions, a San Francisco-based startup focused on transaction monitoring and KYC.
buyer parent: Centana Growth Partners
buyer: Jumio, Inc.
Jumio is a digital identity management and authentication company. Jumio's KYX Platform offers a range of identity proofing and anti-money laundering services to accurately establish, maintain, and reassert trust from account opening to ongoing transaction monitoring. "
target: Beam Solutions, Inc.
Beam provides solutions for fintechs, banks, broker-dealers, credit unions, lenders, cryptocurrency providers, marketplaces, and other regulated organizations that need to comply with anti-money laundering, know-your-customer, and suspicious activity reporting regulatory requirements.
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closed 9/9/2020 via Company Press Release

Lucht Probst Associates GmbH, acquired Acarda

synopsis: Lucht Probst Associates (LPA), a global market leader in capital market technology (CapTech), has acquired acarda, one of the leading international service and solution providers for banks, insurance companies, asset managers and fund administrators. acarda's arep solution is a SaaS-based platform for regulatory reporting.
buyer: Lucht Probst Associates GmbH
Lucht Probst Associates (LPA) is a global technology company specialising in the demands and characteristics of the capital market sector. LPA offers market-leading solutions that support banks in efficient compliance. "
target: Acarda
acarda is one of the leading international service and solution providers for banks, insurance companies, asset managers and fund administrators. acarda's arep solution is a SaaS-based platform for regulatory reporting. The platform provides solutions for PRIIPs & MiFID II, AIFMD Reporting and more.
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closed 8/5/2020 via PR Newswire

Main Street, Inc., acquired Onovative

synopsis: Main Street, Inc., a provider of data-driven print services to community financial institutions, has acquired Onovative, an automated marketing technology software provider. Onovative's Core iQ solution allows banks and credit unions to automate their customer onboarding communications, email marketing, customer surveys, and more.
buyer: Main Street, Inc.
Main Street is a provider of data-driven print services to community financial institutions. They help financial institutions to enhance account holder relationships with affordable checking programs. Their marketing program offers targeted direct mailing, creative services, and print marketing. "
target: Onovative
Onovative is an automated marketing technology software provider. Onovative's Core iQ solution is an all-in-one marketing platform for banks and credit unions. Their solution automates customer onboarding communications, email marketing, cross selling, customer surveys, and reporting.
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closed 7/17/2019 via BNC Analysis

Total Specific Solutions, acquired Metamicro

synopsis: Total Specific Solutions, a Dutch company that has over 50 independently managed software Business Units, has acquired Metamicro, a leading French specialty software vendor offering solutions for financial institutions. This acquisition is the third transaction by TSS in France, allowing it to take a first step in the financial services market.
buyer parent: Constellation Software, Inc.
buyer: Total Specific Solutions
Headquartered in The Netherlands, Total Specific Solutions has over 50 independently managed software Business Units. They offer them financial security, strategic guidance and share their best practices so that they can be leaders in their respective domains. "
target: Metamicro
Headquartered in France, Metamicro is a leading specialty software vendor offering solutions for financial institutions. Their quality and very rich range of features are the result of many years of experience in development and of a very deep understanding effort toward customers.
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closed 11/28/2018 via Company Press Release

CUNA Mutual Group, acquired Compliance Systems, Inc.

synopsis: CUNA Mutual Group, a insurance, financial technology and investment company has announced the acquisition of Compliance Systems, Inc. Compliance Systems, Inc. is a privately-held technology company specializing in compliance technology for financial services and provides technology that enables deliveries of loan, deposit and other transactions.
buyer: CUNA Mutual Group
CUNA Mutual Group is a financially strong insurance, financial technology and investment company. CUNA Mutual Group offers commercial and personal insurance products; lending and payment security solutions; and retirement, investment and marketing services. "
target: Compliance Systems, Inc.
Compliance Systems, Inc. leads the market in providing dynamic compliance documentation and technology to effectively document deposit, IRA, and loan transactions in the financial services industry. Their products use a single data-driven system to assemble deposit, lending and IRA accounts.
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closed 10/17/2018 via PR Newswire

Compliance Solutions Strategies, acquired TradeChannel AB

synopsis: Compliance Solutions Strategies ("CSS"), the leading global RegTech platform backed by CIP Capital, has acquired TradeChannel, a leading provider of post-trade regulatory reporting, data and systems integration software to the financial services industry. TradeChannel is based in Stockholm, Sweden.
buyer parent: CIP Capital
buyer: Compliance Solutions Strategies
Compliance Solutions Strategies (CSS) is a leading provider of technology-enabled regulatory and compliance solutions to the financial services industry. The CSS platform is comprehensive, offering regulatory reporting, data management, outsourced compliance management and more. "
target: TradeChannel AB
TradeChannel is a leading software company that assists the Nordic financial community with post-trade regulatory reporting, data and systems integration software solutions. Its client base includes major Nordic asset managers, pension funds, banks and insurance companies.
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closed 10/10/2018 via BNC Analysis

Jack Henry & Associates, Inc., acquired BOLTS Technologies

synopsis: Jack Henry & Associates, Inc., a leading provider of technology solutions and payment processing services, announced the acquisition of BOLTS Technologies, Inc., the Pennsylvania-based developer of boltsOPEN, a next-generation digital account opening solution.
buyer: Jack Henry & Associates, Inc. (JKHY:$1,910.50)
Jack Henry & Associates, Inc. is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Their customers are marketed and supported through three primary brands: Jack Henry Banking®, Symitar®, and ProfitStars®. "
target: BOLTS Technologies
BOLTS Technologies, Inc. is the Pennsylvania-based developer of boltsOPEN, a next-generation digital account opening solution. boltsOPEN enables existing and prospective accountholders to open new accounts in minutes.
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closed 7/12/2018 via Company Press Release

Accuity, Inc., acquired Safe Banking Systems LLC

synopsis: Accuity announced that it has acquired Safe Banking Systems (SBS). SBS is a specialist provider of innovative Know Your Customer due diligence and anti-money laundering solutions that enable financial institutions to identify, assess and manage risk across the enterprise.
buyer parent: RELX Group plc
buyer: Accuity, Inc.
Accuity offers a suite of innovative solutions for payments and compliance professionals, from comprehensive data and software that manage risk and compliance, to flexible tools that optimize payments pathways. Their portfolio delivers protection for individual and organizational reputations. "
target: Safe Banking Systems LLC
Safe Banking Systems (SBS) provides innovative anti-money laundering (AML) and compliance solutions that enable institutions to identify, assess and manage risk across the enterprise. SBS’ AML solutions solve key Know Your Customer, Customer Due Diligence and Enhanced Due Diligence issues.
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closed 3/8/2017 via BNC Analysis

Kaplan, Inc., acquired Red Marker

synopsis: Kaplan, a premier provider of educational services for individuals, schools, and businesses worldwide, has acquired Red Marker, a company that is pioneering the application of machine learning and artificial intelligence to the world of regulatory compliance. Its Artemis system is already being used in Westpac Banking Corp.
buyer parent: Graham Holdings Company
buyer: Kaplan, Inc.
Kaplan, Inc., a subsidiary of Graham Holdings Company, is a premier provider of educational services for individuals, schools, and businesses worldwide. Kaplan is a pioneer in the for-profit education industry, with a brand name that is synonymous with quality, innovation and integrity. "
target: Red Marker
Red Marker is pioneering the application of machine learning and artificial intelligence to the world of regulatory compliance. Its Artemis system is already being used in Westpac Banking Corp and another of the big four banks, who are looking for ways to more proactively identify risk.
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closed 12/30/2016 via BNC Analysis

Deluxe Corporation, acquired FMCG Direct

synopsis: Deluxe Corporation announced that it has acquired First Manhattan Consulting Group (FMCG Direct). FMCG Direct, based in New York City, is an industry leader in marketing analytics and insights, providing clients with deep financial services expertise and proprietary research, along with marketing campaign design and execution.
buyer: Deluxe Corporation (DLX:$1,790.78)
Deluxe Corp. is a growth engine for small businesses and financial institutions. Millions of business customers access Deluxe’s products and services, including customized checks, as well as website development and hosting, email marketing, social media, search engine optimization and logo design. "
target: FMCG Direct
FMCG Direct, based in New York City, is an industry leader in marketing analytics and insights, providing clients with deep financial services expertise and proprietary research, along with marketing campaign design and execution.
price ($mm)
$200
rev ($mm)
$83
EBITDA ($mm)
EV / rev
2.4x
EV / EBITDA
closed 11/30/2021 via PR Newswire

RockBridge Growth Equity, acquired Marquis Software Solutions, Inc.

synopsis: Rockbridge Growth Equity has acquired Marquis Software Solutions from Falfurrias Capital Partners. Marquis is a leader in unique data analytics software and services that help financial institutions, primarily mid-tier banks and credit unions, identify marketing opportunities and meet complex and ever-evolving compliance requirements.
buyer: RockBridge Growth Equity
Rockbridge Growth Equity is a Detroit-based private equity firm that helps exceptional companies accelerate growth and build long-term value for its stakeholders. The firm invests in the financial and business services, consumer-direct marketing, and sports, media & entertainment industries. "
target parent: Falfurrias Capital
target: Marquis Software Solutions, Inc.
MARQUIS is a Plano, Texas-based company that is focused on getting results for over 650 financial institutions nationwide. MARQUIS sets its clients apart from their competition by providing expertise in data analytics, MCIF, CRM, strategic consulting, profitability and direct marketing.
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closed 6/29/2017 via BusinessWire

Marquis Software Solutions, Inc., acquired DocuMatix, LLC

synopsis: Marquis, a leading provider of marketing analytics software and professional services for mid-tier banks and credit unions, has acquired DocuMatix, a trusted provider of email marketing solutions used by over 350 credit unions and banks.
buyer parent: Falfurrias Capital
buyer: Marquis Software Solutions, Inc.
MARQUIS is a Plano, Texas-based company that is focused on getting results for over 400 financial institutions nationwide. MARQUIS sets its clients apart from their competition by providing expertise in data analytics, MCIF, CRM, strategic consulting, profitability and direct marketing. "
target: DocuMatix, LLC
At DocuMatix, they simplify communications for credit unions and other financial institutions. DocuMatix is a trusted provider of email marketing solutions used by over 350 credit unions and banks.
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closed 9/29/2016 via BusinessWire

Falfurrias Capital, acquired Marquis Software Solutions, Inc.

synopsis: Falfurrias Capital Partners, a private equity firm focused on investing in growth-oriented, middle-market businesses, announced that it has purchased a majority interest in Marquis Software Solutions Inc. Founded in 1987 by Les Kassing, Marquis is a pioneer and leader in unique data analytics software and services that help financial institutions.
buyer: Falfurrias Capital
Falfurrias Capital Partners is a Charlotte-based private equity investment firm that acquires or invests in lower, middle-market businesses. As a team of seasoned operators, they work with their portfolio company management teams to identify opportunities and deliver resources to seize them. "
target: Marquis Software Solutions, Inc.
Marquis Software Solutions Inc. is a Plano, Texas-based company that is focused on getting results for over 400 financial institutions nationwide. MARQUIS sets its clients apart by providing expertise in data analytics, MCIF, CRM, strategic consulting, profitability and direct marketing.
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announced 7/19/2022 via Company Press Release

Informa plc, will acquire Industry Dive, LLC

synopsis: Informa PLC, a leading international B2B markets, live and on-demand events and digital services group, will acquire Industry Dive from Falfurrias Capital Partners, a private equity investment firm. Industry Dive is a leading business journalism company. They provide exclusive insight and analysis delivered through 27 digital publications.
buyer: Informa plc (LSE:INF:$1,798.70)
UK-based Informa is a leading international Exhibitions, Events, Information Services and Scholarly Publishing Group. Informa helps commercial, professional and academic communities make better decisions faster, through specialist content and intelligence, and opportunities to connect and learn. "
target parent: Falfurrias Capital
target: Industry Dive, LLC
Industry Dive is a leading business journalism company. More than 11 million decision-makers across 24 competitive industries rely on its exclusive insight and analysis delivered through 27 publications. Industry Dive has continued growth since its founding in 2012.
price ($mm)
$389
rev ($mm)
$82
EBITDA ($mm)
EV / rev
6.4x
EV / EBITDA
closed 5/11/2022 via BusinessWire

My Code, acquired ImpreMedia, LLC

synopsis: My Code, the largest multicultural digital media platform in the United States which enables publishers, storytellers, brands and agencies to connect with multidimensional and diverse audiences , announced the completion of its acquisition of a majority ownership interest in Impremedia, the leading Hispanic news and information company.
buyer parent: Falfurrias Capital
buyer: My Code
My Code is a digital media company that enables brands, agencies, publishers, and storytellers to decode and connect with multifaceted and diverse audiences. They specialize in Multicultural Marketing, targeting the Hispanic, Black, AAPI, Female, and LGBTQ markets. "
target parent: S.A. La Nación
target: ImpreMedia, LLC
Impremedia is a leader in Hispanic content with a portfolio of trusted, influential multimedia News and Lifestyle brands that reach a highly engaged, multi-generational Hispanic audience.
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closed 11/30/2021 via PR Newswire

RockBridge Growth Equity, acquired Marquis Software Solutions, Inc.

synopsis: Rockbridge Growth Equity has acquired Marquis Software Solutions from Falfurrias Capital Partners. Marquis is a leader in unique data analytics software and services that help financial institutions, primarily mid-tier banks and credit unions, identify marketing opportunities and meet complex and ever-evolving compliance requirements.
buyer: RockBridge Growth Equity
Rockbridge Growth Equity is a Detroit-based private equity firm that helps exceptional companies accelerate growth and build long-term value for its stakeholders. The firm invests in the financial and business services, consumer-direct marketing, and sports, media & entertainment industries. "
target parent: Falfurrias Capital
target: Marquis Software Solutions, Inc.
MARQUIS is a Plano, Texas-based company that is focused on getting results for over 650 financial institutions nationwide. MARQUIS sets its clients apart from their competition by providing expertise in data analytics, MCIF, CRM, strategic consulting, profitability and direct marketing.
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closed 2/3/2021 via Company Press Release

Industry Dive, LLC, acquired Mobile Payments Today

synopsis: Industry Dive, a leader in business journalism, announced its acquisition of Mobile Payments Today, an information resource focusing on mobile payments projects and technology.  The addition of the Mobile Payments Today to Industry Dive’s growing media portfolio furthers the company’s offering to a new cross-section of business leaders.
buyer parent: Falfurrias Capital
buyer: Industry Dive, LLC
Industry Dive is a leading business journalism company. More than 11 million decision-makers across 21 competitive industries rely on its exclusive insight and analysis delivered through 22 publications. Industry Dive has continued growth since its founding in 2012. "
target parent: Networld Media Group
target: Mobile Payments Today
Mobile Payments Today is a premier news and information site dedicated exclusively to the fast-growing mobile payments market. They cover topics like banking, retail, restaurants, remittance, apps, online gaming and mobile POS.
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closed 6/23/2020 via BusinessWire

Ridgemont Equity Partners, acquired American Safety Council

synopsis: Ridgemont Equity Partners has acquired American Safety Council, a leading national provider of mandatory training, education, and certification solutions to regulated end markets. ASC distributes 100% of its life-saving content in digital format and focuses on workplace safety, driver safety and vocational certifications.
buyer: Ridgemont Equity Partners
Ridgemont Equity Partners is a Charlotte-based middle market buyout and growth equity investor. Since 1993, the principals of Ridgemont have invested approximately $4.4 billion. "
target parent: Falfurrias Capital
target: American Safety Council
American Safety Council is a leading national provider of mandatory training, education, and certification solutions to regulated end markets. ASC distributes 100% of its life-saving content in digital format and focuses on workplace safety, driver safety and vocational certifications.
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announced 9/5/2019 via Company Press Release

Falfurrias Capital, will acquire Industry Dive, LLC

synopsis: Industry Dive and Charlotte-based private equity firm Falfurrias Capital Partners announced a partnership in which Falfurrias will acquire a majority equity interest in Industry Dive. Washington, D.C.-based Industry Dive was formed in January 2012 to provide news and trends for industry leaders through convenient mobile apps and websites.
buyer: Falfurrias Capital
Falfurrias Capital Partners is a Charlotte-based private equity investment firm. The firm is focused on acquiring or investing in a diverse portfolio of growth-oriented middle-market companies. "
target: Industry Dive, LLC
Washington, D.C.-based Industry Dive was formed in January 2012 to provide news and trends for industry leaders through convenient mobile apps and websites. Industry Dive serves 7 million decision-makers through 22 daily online publications covering news and providing insights.
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announced 12/20/2018 via Company Press Release

Gryphon Investors, will acquire RegEd, Inc.

synopsis: Gryphon Investors, a San Francisco-based middle-market private equity firm, announced that it has signed a definitive agreement to acquire RegEd, Inc., the leading provider of compliance and regulatory management services for insurance companies, broker-dealers, banks, and other financial services companies.
buyer: Gryphon Investors
Based in San Francisco, Gryphon Investors is a leading private equity firm focused on profitably growing and competitively enhancing middle-market companies in partnership with experienced management teams. "
target parent: Falfurrias Capital
target: RegEd, Inc.
Founded in 2000 and headquartered in Raleigh, North Carolina, RegEd provides SaaS-based enterprise solutions through a suite of over 25 separate software modules to more than 200 blue-chip customers, including 80% of the top 25 financial services firms.
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closed 12/12/2018 via PE Hub

CIP Capital, acquired GlynnDevins

synopsis: CIP Capital, a private equity firm focused on platform investments in growth-oriented, middle-market companies, has acquired GlynnDevins, the leader in senior living marketing solutions. Their research-based brand development process, digital advertising programs and campaign strategies continue to be core service offerings within the agency.
buyer: CIP Capital
CIP Capital is a private equity firm focused on platform investments in growth-oriented, middle-market companies across the Business Information and Tech-Enabled Services sectors. The fund seeks to invest in proven, profitable businesses. "
target parent: Falfurrias Capital
target: GlynnDevins
GlynnDevins is the leader in senior living marketing solutions. Their research-based brand development process, targeted digital advertising programs and metrics-based campaign strategies continue to be core service offerings within the agency.
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closed 6/14/2018 via BusinessWire

Falfurrias Capital, acquired Tax Guard

synopsis: Falfurrias Capital Partners, a Charlotte-based private equity investment firm, has acquired Tax Guard, the leading provider of proprietary data and services that help lenders accurately assess tax-related credit risk associated with potential borrowers.
buyer: Falfurrias Capital
Falfurrias Capital Partners is a Charlotte-based private equity investment firm. The firm is focused on acquiring or investing in a diverse portfolio of growth-oriented middle-market companies. "
target: Tax Guard
Headquartered in Boulder, Colorado, Tax Guard is the leading provider of proprietary data and services that help lenders accurately assess tax-related credit risk associated with potential borrowers.
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closed 8/16/2017 via Company Press Release

GlynnDevins, acquired Frogman Interactive

synopsis: GlynnDevins has acquired Frogman Interactive to strengthen its integrated marketing, sales and consultative services. Frogman Interactive, a Winston-Salem based Interactive Marketing Agency, is certified to provide integrated marketing solutions that will introduce audiences to a new realm of immersive interactive experiences.
buyer parent: Falfurrias Capital
buyer: GlynnDevins
GlynnDevins is the nation’s premier marketing and advertising agency serving leading senior living communities and their development and management partners. Over a quarter-century working exclusively in senior living has given them the proficiency to create their own metrics-based planning process."
target: Frogman Interactive
Frogman Interactive, a Winston-Salem based Interactive Marketing Agency, is certified to provide integrated marketing solutions that will propel brands and introduce their audiences to a new realm of immersive interactive experiences.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/29/2017 via BusinessWire

Marquis Software Solutions, Inc., acquired DocuMatix, LLC

synopsis: Marquis, a leading provider of marketing analytics software and professional services for mid-tier banks and credit unions, has acquired DocuMatix, a trusted provider of email marketing solutions used by over 350 credit unions and banks.
buyer parent: Falfurrias Capital
buyer: Marquis Software Solutions, Inc.
MARQUIS is a Plano, Texas-based company that is focused on getting results for over 400 financial institutions nationwide. MARQUIS sets its clients apart from their competition by providing expertise in data analytics, MCIF, CRM, strategic consulting, profitability and direct marketing. "
target: DocuMatix, LLC
At DocuMatix, they simplify communications for credit unions and other financial institutions. DocuMatix is a trusted provider of email marketing solutions used by over 350 credit unions and banks.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/29/2016 via BusinessWire

Falfurrias Capital, acquired Marquis Software Solutions, Inc.

synopsis: Falfurrias Capital Partners, a private equity firm focused on investing in growth-oriented, middle-market businesses, announced that it has purchased a majority interest in Marquis Software Solutions Inc. Founded in 1987 by Les Kassing, Marquis is a pioneer and leader in unique data analytics software and services that help financial institutions.
buyer: Falfurrias Capital
Falfurrias Capital Partners is a Charlotte-based private equity investment firm that acquires or invests in lower, middle-market businesses. As a team of seasoned operators, they work with their portfolio company management teams to identify opportunities and deliver resources to seize them. "
target: Marquis Software Solutions, Inc.
Marquis Software Solutions Inc. is a Plano, Texas-based company that is focused on getting results for over 400 financial institutions nationwide. MARQUIS sets its clients apart by providing expertise in data analytics, MCIF, CRM, strategic consulting, profitability and direct marketing.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/27/2016 via BNC Analysis

GlynnDevins, acquired SB&A Integrated Marketing

synopsis: GlynnDevins, a marketing and advertising agency which specializes in the senior-living sector, announced that it acquired SB&A Integrated Marketing and Brooks Adams Research, a marketing agency in senior living communities based in Richmond, VA. Financial details were not disclosed.
buyer parent: Falfurrias Capital
buyer: GlynnDevins
GlynnDevins is the nation’s premier marketing and advertising agency serving leading senior living communities and their development and management partners. Over a quarter-century working exclusively in senior living has given them the proficiency to create their own metrics-based planning process."
target: SB&A Integrated Marketing
SB&A Integrated Marketing has more than 30 years of experience in marketing for senior living communities — from Active Adult and 55+ communities, to Continuing Care Retirement Communities (CCRCs) and standalone Assisted Living, Skilled Nursing and Memory Support organizations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/7/2015 via GlobeNewswire

Falfurrias Capital, acquired RegEd, Inc.

synopsis: RegEd, a leading provider of compliance software and solutions for the financial services industry announced that Falfurrias Capital Partners, a Charlotte-based private equity firm focused on investing in growth-oriented middle-market companies, has purchased a controlling interest in RegEd from StoneRiver Group, L.P.
buyer: Falfurrias Capital
Falfurrias Capital Partners is a private equity investment firm focused on companies with EBITDA of $3 million to $25 million across a range of sectors, including consumer & retail, food & beverage, business services, financial services, manufacturing, industrials, energy, and health care. "
target parent: StoneRiver, Inc.
target: RegEd, Inc.
RegEd provides Compliance Education and Training, Compliance and Risk Management and Licensing and Registration solutions and services. With more than 400 enterprise clients, RegEd's solutions enable financial services firms to efficiently comply with state, federal, FINRA and other regulations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/12/2015 via BNC Analysis

American Safety Council, acquired Online Traffic School

synopsis: Private equity-backed American Safety Council has acquired the Online Traffic School. The Online Traffic School, headquartered in Camarillo, California, provides 45 driver safety and driver improvement courses in 28 states.
buyer parent: Falfurrias Capital
buyer: American Safety Council
The American Safety Council pioneers e-Learning solutions and provides alternative delivery method courses. ASC offers online traffic and workplace safety training and regulatory-driven, professional continuing education programs. "
target: Online Traffic School
The Online Traffic School, headquartered in Camarillo, California, provides 45 driver safety and driver improvement courses in 28 states. They have graduated over four million students and have an unrivaled track record of customer satisfaction.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/5/2015 via GlobeNewswire

NASDAQ OMX, will acquire Dorsey Wright & Associates, Inc.

synopsis: Nasdaq announced that it will acquire Dorsey, Wright & Associates, LLC, a market leader in data analytics, passive indexing and smart beta strategies. DWA will add to Nasdaq's robust index portfolio, bringing model-based strategies and analysis to support the financial advisor community.
buyer: NASDAQ OMX (NasdaqGS:NDAQ:$5,770.00)
Nasdaq is a leading provider of trading, exchange technology, information and public company services. Nasdaq enables customers to plan, optimize and execute their business vision with confidence, using proven technologies that provide transparency and insight for navigating global capital markets. "
target parent: Falfurrias Capital
target: Dorsey Wright & Associates, Inc.
Dorsey, Wright & Associates (DWA) is an independent and privately owned registered investment advisory firm. Since its founding in 1987 by Tom Dorsey and Watson Wright, Dorsey Wright has been a leading advisor to Wall Street and investment managers worldwide.
price ($mm)
$225
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/13/2014 via BusinessWire

Falfurrias Capital, acquired American Safety Council

synopsis: Falfurrias Capital Partners, a Charlotte-based private equity firm, announced it has acquired a controlling interest in American Safety Council (“ASC”) to support and enhance ASC’s growth under the leadership of CEO Jeff Pairan. The American Safety Council pioneers e-Learning solutions and provides alternative delivery method courses.
buyer: Falfurrias Capital
Falfurrias Capital Partners is a Charlotte-based private equity investment firm founded in 2006. The firm is focused on acquiring or investing in a diverse portfolio of growth oriented middle market companies. "
target: American Safety Council
The American Safety Council pioneers e-Learning solutions and provides alternative delivery method courses. ASC offers online traffic and workplace safety training and regulatory-driven, professional continuing education programs.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/16/2011 via PE Hub

Falfurrias Capital, acquired Dorsey Wright & Associates, Inc.

synopsis: Falfurrias Capital Partners, a Charlotte-based private equity firm, announced it has invested as a strategic partner in Dorsey Wright & Associates, a Richmond, Va.-based provider of technical investment research and money management products.
buyer: Falfurrias Capital
Falfurrias Capital Partners is a Charlotte-based private equity investment firm that acquires or invests in lower, middle-market businesses. The firm is focused on making private equity investments in a diverse portfolio of companies operating in the eastern United States. "
target: Dorsey Wright & Associates, Inc.
Dorsey Wright & Associates (DWA) provides technical research services to the financial services industry and individuals. DWA strives to supply the resources, technology and support necessary for a stock broker, money manager or individual investor to become a true craftsman in investing.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/30/2017 via BNC Analysis

Technische Werke Ludwigshafen AG, acquired WEBfactory GmbH

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

N. Harris Computer Corporation, acquired iMDsoft

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

MetrixLab, acquired MarketTools Inc.

synopsis: MetrixLab, a global provider of online consumer research services, announced that it has acquired MarketTools Research Solutions Inc., a leader in services and software for market research, from TPG Growth. MarketTools is known for pioneering some of the first research technologies on the Internet.
buyer: MetrixLab
MetrixLab is a fast-growing global provider of online consumer research services. Its solutions are employed by over half of the Top 100 Global Brands such as Microsoft, Philips, Google and Heineken. The company is headquartered in Rotterdam, The Netherlands. "
target parent: TPG Capital
target: MarketTools Inc.
MarketTools is the leading provider of services and software for market research. Through the use of advanced respondent engagement techniques and comprehensive analytic tools, MarketTools helps clients innovate, optimize and execute programs that deliver high-value business impact.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/26/2020 via BusinessWire

Valuesetters, will be merged with Netcapital

synopsis: ValueSetters, a publicly-traded boutique advisory firm with unique expertise in helping private companies raise capital over the internet, is to merge with Netcapital, a private securities platform that connects investors to entrepreneurs to help private companies grow.
buyer: Valuesetters (OTCPK:VSTR:$1.75)
Led by a team of professional investors, digital marketing experts, and technology specialists, ValueSetters is a publicly-traded boutique advisory firm with unique expertise in helping private companies raise capital over the internet. "
target: Netcapital
Netcapital is a private securities platform that connects investors to entrepreneurs to help private companies grow. Netcapital operates an investment portal that enables investors to set up an account online, browse information on private companies offering securities on the platform, and invest.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/23/2019 via PR Newswire

Dynata, will acquire Reimagine Holdings Group

synopsis: Dynata, a global leader in first-party data and data services, announces it has reached an agreement to acquire Reimagine Holdings Group, a global leader in data creation and technology-enabled business intelligence headquartered in Westport, Connecticut.
buyer parent: Court Square Capital Partners
buyer: Dynata
Dynata is the premier global provider of data solutions and technology for consumer and B2B survey research. Dynata reaches participants in 90+ sample countries via internet, telephone, mobile/wireless and mixed-access offerings. "
target: Reimagine Holdings Group
Reimagine is a global leader in data creation for business intelligence, and has redefined the insights industry by acquiring and investing in growth-oriented, technology-enabled service companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/23/2018 via BNC Analysis

startup300 AG, acquired Pioneers.io

synopsis: startup300, an Austrian angel investor network and business accelerator, has acquired Pioneers.io, an international relationship builder in the tech and startup scene. Pioneers' flagship event, Pioneers Festival, brings together a global community of 2,500 founders, investors, and innovation executives to build partnerships and shape the future.
buyer: startup300 AG
startup300 is an Austrian angel investor network and business accelerator that offers their services to Austrian startups. The group consists of 142 angels and investors that help startups grow their businesses. They focus on startups that have scalable, innovative or disruptive business models. "
target: Pioneers.io
Pioneers.io is an international relationship builder in the tech and startup scene, offering events, consulting, and investment. Their Pioneers Festival event brings together a global community of 2,500 founders, investors, and innovation executives to build partnerships and shape the future.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/14/2017 via PR Newswire

The Shipyard, acquired TOMORRO\\\ LLC

synopsis: The Shipyard, an independent marketing firm, today announces the acquisition of TOMORRO\\\, an innovation consultancy led by marketing icon Jon Bond – combining the companies' strategic, creative and data-centric talents to address rising demand from businesses seeking to inoculate themselves against Disruption.
buyer: The Shipyard
The Shipyard is an independent marketing consultancy and the first "marketing engineering" firm. It is creating digital transformation for the world's most significant brands- where high velocity content creation meets big data, where competitive strategy meets creative and disruptive advertising. "
target: TOMORRO\\\ LLC
TOMORRO\\\ LLC is a consultancy designed to accelerate brand value through the adoption of the most forward-thinking marketing approaches and technologies. TOMORRO\\\ is an active investor and advisor in ad technology companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/30/2020 via BusinessWire

ServiceNow, will acquire Element AI

synopsis: ServiceNow announced it has signed an agreement to acquire Element AI, a leading artificial intelligence (AI) company with deep AI capabilities and some of the world’s brightest AI minds. Element AI launches and incubates advanced AI-First solutions in partnership with large corporations.
buyer: ServiceNow (NYSE:NOW:$5,896.00)
ServiceNow's cloud-based platform and solutions deliver digital experiences that help people do their best work. Their applications automate, predict, digitize, and optimize business processes and tasks, across IT, Customer Service, Security Operations, and Human Resources. "
target: Element AI
Element AI is the platform that helps organizations embrace an AI-First world for today and tomorrow. Composed of a research lab uniquely connected to the world's best academic ecosystems, Element AI launches and incubates advanced AI-First solutions in partnership with large corporations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/31/2017 via BNC Analysis

Capiton AG, will acquire Gemaco N.V.

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

New Hope Communications Inc., acquired Nutrition Capital Network

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

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

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

SilverLake, will acquire Weld North Education

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

Boubyan Petrochemical Company, will acquire Educational Holding Group

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

eLocalAccess, LLC merged with TradeMaven Group LLC,

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

Martin Wolf LLC, acquired IT ExchangeNet

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

Nordnet Bank AB, will acquire eQ Corporation

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

Aion Bank, acquired ETFmatic LTD

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

Republic.co, acquired NextSeed Services LLC

synopsis: New York-based Republic, missioned to democratize investing has announced the acquisition of local business investment platform, NextSeed. NextSeed aims to connect businesses and individual investors to build vibrant communities across America. The firm has facilitated over $20mn in investments from 25,000 members into 75 local businesses.
buyer: Republic.co
Republic is an open investment platform. People can choose from privately-held companies they believe in and can connect with their success as they fuel their growth. Republic is an investment platform where everyone can invest as little as $10 in innovative startups and ICOs. "
target: NextSeed Services LLC
NextSeed is on a mission to connect businesses and individual investors to build vibrant communities across America. On the NextSeed platform, thriving local businesses can raise capital from the general public, and in turn, anybody can now invest in small businesses in their own backyard.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/21/2009 via BusinessWire

PFGBEST, will acquire Alaron Futures & Options

synopsis: PFGBEST announced that it is purchasing the customer assets of Alaron. It will be formed into a new division called ATD, a division of PFGBEST. Both companies have been leaders in the futures industry for 20 years, through the evolution of online trading that helped level the playing field for retail futures market participants.
buyer: PFGBEST
PFGBEST is the second-largest non-clearing U.S. Futures Commission Merchant, with customers, affiliates and brokerage offices in more than 80 countries. It offers a range of trading and investor products and services for retail investors as well as for commercial and institutional clients. "
target: Alaron Futures & Options
Alaron, founded in 1989 in Chicago, provides electronic and pit-based futures trading and asset management services to institutions and retail clients on five continents. Alaron built upon its core business by integrating global trading systems and analysis techniques used by professional traders.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/15/2008 via PR Newswire

Lightspeed Professional Trading, LLC, acquired Integrity Trading Inc.

synopsis: Lightspeed Financial, LLC, announced that it has completed the acquisition of Integrity Trading Inc., a Direct Market Access broker/dealer that provides execution and clearing services to retail and institutional customers. Terms of the transaction were not disclosed.
buyer: Lightspeed Professional Trading, LLC
Lightspeed Professional Trading, LLC is a Direct Market Access trading and trading technology development business. Formerly E*TRADE Professional Trading, LLC, the firm was acquired by the current management team in a management buyout from E*TRADE Financial in 2006. "
target: Integrity Trading Inc.
Integrity Trading International is a broker dealer registered in the United States offering clearing and execution to U.S. and foreign banks, broker dealers and individuals interested in accessing the U.S. market and reselling our services in foreign countries.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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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
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Ticker: AIM:KRM
 
 
 
 
 
 
 
 
KRM22
KRM22 is a London-listed investment company that invests in, and acquires stakes in, selected technology companies with a focus on risk management software to the capital markets sector.
year
2018
rev ($mm)
$1.63
EBITDA ($mm)
($6.12)
EBIT ($mm)
($6.78)
Net Income ($mm)
Employees
0
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Ticker:
 
 
 
 
 
 
 
 
Donnelley Financial Solutions
Donnelley Financial Solutions
Donnelley Financial Solutions (DFIN) is a leading global risk and compliance solutions company. They provide domain expertise, software and data analytics for every stage of their clients’ business and investment lifecycles.
year
2021
rev ($mm)
$970.80
EBITDA ($mm)
$215.40
EBIT ($mm)
$206.40
Net Income ($mm)
$84.50
Employees
2900
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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
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Ticker: LSE:MCGN
 
 
 
 
 
 
 
 
Aptitude Software Group plc
Aptitude Software Group plc
Aptitude Software Group, formerly Microgen, is the owner of 2 leading software businesses, Aptitude Software and Microgen Financial Systems.. Aptitude Software helps enterprise CFOs to streamline finance operations. Microgen Financial Systems offers a range of financial services technology systems.
year
2018
rev ($mm)
$89.10
EBITDA ($mm)
$21.34
EBIT ($mm)
$17.37
Net Income ($mm)
$17.49
Employees
405
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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
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Ticker: BX
 
 
 
 
 
 
 
 
Blackstone Group LP
Blackstone Group LP
Blackstone is one of the world’s leading investment firms. They seek to create positive economic impact and long-term value for their investors, the companies they invest in, and the communities in which they work. They use extraordinary people and flexible capital to help companies solve problems.
year
2022
rev ($mm)
$16,433.94
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
0
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Ticker: KKR
 
 
 
 
 
 
 
 
Kohlberg Kravis Roberts & Co.
Kohlberg Kravis Roberts & Co.
KKR is a leading global investment firm that manages investments across multiple asset classes including private equity, energy, infrastructure, real estate, capital markets, credit strategies, and hedge funds. With offices around the world, KKR manages assets through a variety of investment funds.
year
2022
rev ($mm)
$16,236.15
EBITDA ($mm)
EBIT ($mm)
$14,780.48
Net Income ($mm)
Employees
0
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Ticker: NYSE:APO
 
 
 
 
 
 
 
 
Apollo Global Management
Apollo Global Management
Apollo Global Management, LLC and its subsidiaries is a leading global alternative investment manager. They are contrarian, value-oriented investors in private equity, credit and real estate, with significant distressed expertise.
year
2022
rev ($mm)
$5,951.60
EBITDA ($mm)
EBIT ($mm)
$5,001.36
Net Income ($mm)
Employees
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Ticker: CG
 
 
 
 
 
 
 
 
Carlyle Group
Carlyle Group
The Carlyle Group is a global alternative asset manager with $193 billion of assets under management across 128 funds and 159 fund of funds vehicles as of June 30, 2015. Carlyle’s purpose is to invest wisely and create value on behalf of its investors, many of whom are public pensions.
year
2022
rev ($mm)
$5,531.80
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
0
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Ticker: RTOBF
 
 
 
 
 
 
 
 
Ratos AB
Ratos AB
Ratos is a private equity company that invests in Nordic companies where their core expertise as a professional, active and responsible owner over time creates good value growth. Added value is created in connection with acquisition, development and divestment of these primarily unlisted companies.
year
2019
rev ($mm)
$2,530.41
EBITDA ($mm)
$141.89
EBIT ($mm)
$80.55
Net Income ($mm)
Employees
0
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Ticker: SIVB
 
 
 
 
 
 
 
 
Silicon Valley Bank
Silicon Valley Bank helps innovative companies and their investors move bold ideas forward, fast. They provide a full range of financial services to companies of all sizes in innovation centers around the world.
year
2018
rev ($mm)
$2,387.31
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$824.79
Employees
2836
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Ticker: TSX:ONEX
 
 
 
 
 
 
 
 
Onex Corporation
Onex Corporation
Founded in 1984, Onex is one of the oldest and most successful private equity firms. They acquire and build high-quality businesses in partnership with talented management teams. They also invest in non-investment grade debt through credit funds and collateralized loan obligations.
year
2021
rev ($mm)
$2,374.00
EBITDA ($mm)
$1,892.00
EBIT ($mm)
$1,845.00
Net Income ($mm)
$1,788.00
Employees
0
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Ticker: COWN
 
 
 
 
 
 
 
 
Cowen Group, Inc.
Cowen Group, Inc.
Cowen Inc. is a diversified financial services firm that operates through two business segments: a broker dealer and an investment management division. Cowen Inc. focuses on delivering value-added capabilities to their clients in order to help them outperform.
year
2021
rev ($mm)
$1,534.00
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$295.61
Employees
1364
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Ticker:
 
 
 
 
 
 
 
 
Oaktree Capital Management, LLC
Oaktree Capital Management, LLC
Oaktree is a leader among global investment managers specializing in alternative investments. They emphasize an opportunistic, value-oriented and risk-controlled approach to investments in distressed debt, corporate debt, control investing, convertible securities, real estate and listed equities.
year
2019
rev ($mm)
$1,315.17
EBITDA ($mm)
$357.51
EBIT ($mm)
$331.49
Net Income ($mm)
$224.77
Employees
0
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Ticker: EQT
 
 
 
 
 
 
 
 
EQT AB
EQT AB
EQT is a leading Swedish investment firm with more than EUR 61B in raised capital across 29 funds and around EUR 40B in assets under management. EQT funds have portfolio companies in Europe, Asia and the US with total sales of more than EUR 19B and approximately 110,000 employees.
year
2020
rev ($mm)
$687.20
EBITDA ($mm)
$181.51
EBIT ($mm)
$160.04
Net Income ($mm)
$130.94
Employees
0
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Ticker: PSEC
 
 
 
 
 
 
 
 
Prospect Capital Corporation
Prospect Capital Corporation is a business development company that operates as a closed-end, non-diversified investment company that lends to and invests in energy-related businesses.
year
2013
rev ($mm)
$625.80
EBITDA ($mm)
EBIT ($mm)
$433.31
Net Income ($mm)
$292.38
Employees
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Ticker: MAIN
 
 
 
 
 
 
 
 
Main Street Capital Corporation
Main Street Capital Corporation
Main Street Capital Corporation is a principal investment firm that provides long-term debt and equity capital to lower middle market companies and debt capital to middle market companies.
year
2022
rev ($mm)
$421.45
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
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Ticker: ENXTPA:FIM
 
 
 
 
 
 
 
 
Fimalac SA
Fimalac SA
Fimalac is a diversified holding company, listed on the Paris Stock Exchange, founded and managed by Marc Ladreit de Lacharrière. Fimalac Group is engaged in private equity, digital media, live shows and hotels and recreation.
year
2016
rev ($mm)
$392.72
EBITDA ($mm)
($13.56)
EBIT ($mm)
($54.12)
Net Income ($mm)
$68.47
Employees
2911
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Ticker:
 
 
 
 
 
 
 
 
Bridgepoint
Bridgepoint
UK-based Bridgepoint is a major international alternative asset fund management group, providing private equity and private debt lending solutions to the middle market. Bridgepoint focuses on acquiring or investing in businesses with strong market positions.
year
2021
rev ($mm)
$353.32
EBITDA ($mm)
$136.39
EBIT ($mm)
$128.50
Net Income ($mm)
$75.95
Employees
340
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Ticker: GIMB
 
 
 
 
 
 
 
 
Gimv
Gimv
Gimv is a European investment company with over three decades of experience in private equity and venture capital. Gimv currently manages around EUR 1.8 billion (including co-investment partnerships) of investments in about 50 portfolio companies.
year
2020
rev ($mm)
$197.63
EBITDA ($mm)
$156.94
EBIT ($mm)
$155.75
Net Income ($mm)
Employees
0
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