Like ONEaccess

closed 1/23/2017 via PR Newswire

Visible Alpha, acquired ONEaccess

synopsis: Visible Alpha announced its acquisition of ONEaccess. ONEaccess is a leading corporate access, resource tracking and broker valuation platform with more than 185 contributing sell-side firms and 150 buy-side client firms.
buyer: Visible Alpha
Visible Alpha transforms the way Wall Street firms collaborate by combining advanced data correction methodologies, secure distribution network & sophisticated analytical tools on the front end to drive efficiencies & transparency into the research process & help firms generate alpha in new & ways. "
target: ONEaccess
ONEaccess is a content and interactions analytics hub that is changing the way the buy side and the sell side collaborate with one another. They improve the efficiency of discovering corporate access events, and analyzing and valuing interactions between professionals on both sides of the market.
price ($mm)
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closed 3/10/2015 via BusinessWire

TradeKing Media, acquired Trader|OS

synopsis: TradeKing Group, Inc., announced it has created a new subsidiary, TradeKing Media. To provide the foundation for TradeKing Media’s offerings, the company also announced it has acquired Trader|OS, a real-time financial news, ideation and collaboration platform for investors that takes social trading to an unprecedented level.
buyer parent: Velocity Capital B.V.
buyer: TradeKing Media
TradeKing Media serves as the primary resource for the full portfolio of educational content and social collaboration channels available to all investors, both clients and non-clients of TradeKing Group alike. "
target: Trader|OS
Trader|OS enables traders to view interactive, real-time streaming videos; discuss strategies with other investors while creating, curating and sharing charts; customize news and social feeds, and make timely trades -- all simultaneously through one, fully-integrated dashboard.
price ($mm)
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closed 4/29/2019 via Company Press Release

Dynamo Software, acquired Preqin Solutions Ltd

synopsis: Dynamo Software, the premier provider of comprehensive cloud software and data solutions for the alternative investment industry, has acquired Preqin Solutions, formerly Baxon Solutions. Based in London, Preqin Solutions provides cloud-based software for private equity portfolio monitoring.
buyer parent: Francisco Partners Management LLC
buyer: Dynamo Software
Dynamo Software has provided premium industry-specific, configurable investment management and reporting software for the global alternative assets industry since 1998, including fund administrators, endowments, pension funds, foundations, private equity and more. "
target parent: Preqin
target: Preqin Solutions Ltd
Preqin Solutions, formerly Baxon Solutions, is the lead innovator in cloud solutions for the private equity industry. Preqin Solutions delivers simple functionality to enhance the quality of data and the decision-making tools available to portfolio companies and asset owners.
price ($mm)
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closed 11/9/2016 via PR Web

Preqin, acquired Baxon

synopsis: Preqin, the leading source of information for the alternative assets industry, has announced its acquisition of Baxon Solutions. Baxon delivers market leading cloud collaboration software for monitoring, analyzing, managing and reporting portfolio companies' performance.
buyer: Preqin
Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and bespoke data requests. "
target: Baxon
Baxon delivers market leading cloud collaboration software for monitoring, analyzing, managing and reporting portfolio companies' performance by automating the compilation and dynamic exchange of portfolio company information.
price ($mm)
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closed 7/4/2018 via PR Newswire

Gresham Computing, acquired B2 Group

synopsis: Gresham Technologies plc, the leading software and services company that specialises in providing real-time data integrity and control solutions, announced that it has completed the acquisition of B2 Group. B2 Group, based in Luxembourg, are specialists in bank-to-corporate integration and cash management software.
buyer: Gresham Computing (LSE:GHT:$24.43)
Gresham Computing plc is a leading software and services company that specialises in providing real-time transaction control and enterprise data integrity solutions. Gresham’s Clareti software platform is designed to provide financial institutions with complete certainty in their data processing. "
target: B2 Group
B2 Group, based in Luxembourg, are specialists in bank-to-corporate integration and cash management software and focus on the growing multi-bank solutions market. B2 Group's core product is a cloud-based software platform to connect corporates and asset managers with their bank partners.
price ($mm)
$4.26
rev ($mm)
$2
EBITDA ($mm)
$0
EV / rev
4.9x
EV / EBITDA
60.7x
closed 7/30/2014 via GlobeNewswire

Investment Technology Group, Inc., acquired RFQ-hub

synopsis: ITG, a leading independent execution and research broker, announced that it has acquired RFQ-hub, a multi-asset platform for global listed and OTC assets. RFQ-hub connects buy-side trading desks and portfolio managers with a large network of sell-side market makers.
buyer: Investment Technology Group, Inc. (ITG:$505.52)
ITG is an independent execution and research broker that partners with global portfolio managers and traders to provide unique data-driven insights throughout the investment process. "
target: RFQ-hub
RFQ-hub is a multi-asset platform for global listed and OTC (Over-the-Counter) assets. ID's SAS provides integrated technology solutions to the financial markets’ buy- and sell-sides in Europe, the Middle East, Africa, and the United States.
price ($mm)
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closed 12/31/2009 via PR Newswire

Morningstar, Inc., acquired Logical Information Machines, Inc.

synopsis: Morningstar, Inc., a leading provider of independent investment research, has completed its previously announced acquisition of Logical Information Machines, Inc. (LIM), a leading provider of data and analytics for the energy, financial, and agriculture sectors, for $51.5 million, subject to post-closing adjustments.
buyer: Morningstar, Inc. (MORN:$1,179.00)
Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, and commodities, in addition to foreign exchange and Treasury markets. "
target: Logical Information Machines, Inc.
Logical Information Machines (LIM) provides software that enables users to perform historical price analyses on energy, commodities, bonds, and equities. LIM's Market Information Machine helps users research historical trading data, and its Historis database stores and manages historical data.
price ($mm)
$54
rev ($mm)
$20
EBITDA ($mm)
EV / rev
2.7x
EV / EBITDA
closed 12/14/2009 via PR Newswire

BNY ConvergEx Group, purchased US Transaction Services Business from NYFIX, Inc.

synopsis: ConvergEx, a leading provider of investment and execution technology solutions to institutional clients worldwide, announced that it has completed its acquisition of NYFIX Inc.'s U.S. Transaction Services business, which is comprised of the Millennium Alternative Trading System and a suite of direct market access and algorithmic trading products.
buyer parent: GTCR Golder Rauner
buyer: BNY ConvergEx Group
BNY ConvergEx Group, LLC provides investment and execution technology solutions to institutional clients worldwide. The company provides a full array of leading technologies and an integrated platform of performance-driven, global trading capabilities. "
seller: NYFIX, Inc. (NYFX:$109.99)
A pioneer in electronic trading solutions, NYFIX continues to transform trading through innovation. The NYFIX Marketplace™ is a global community of trading counterparties utilizing innovative services that optimize the business of trading.
price ($mm)
$5.00
rev ($mm)
EBITDA ($mm)
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closed 5/29/2009 via Market Wire

StarInvest Group, Inc., acquired Exx.com. LLC

synopsis: StarInvest Group, Inc is pleased to announce the completion of the acquisition of EXX.COM. EXX is a front end financial system with applications for risk management, regulatory compliance, real time information for risk evaluation, and quotations services.
buyer: StarInvest Group, Inc. (STIV:$0.95)
Since 2004 StarInvest Group, Inc had been an active Business Development Company (“BDC”) investing over $3,000,000 in American start-up and micro companies. StarInvest also owns and operates a stock transfer agency through its wholly owned subsidiary My Transfer Agency, LLC . "
target: Exx.com. LLC
EXX is a privately held company specialized in providing connectivity and software solutions to small and medium sized stock brokerage, arbitrage, investment banking firms, and Hedge Funds in major American markets.
price ($mm)
$4.10
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/26/2015 via GlobeNewswire

t0.com, will acquire SpeedRoute Technologies LLC

synopsis: Overstock.com announced that it has entered into agreements to acquire SpeedRoute and related group of privately held financial technology companies. These acquisitions were made through Overstock's t0 subsidiary. The acquisition of SpeedRoute and its underlying technologies positions Overstock to connect t0 trading to the entire US equity market.
buyer parent: Overstock.com, Inc.
buyer: t0.com
tØ.com applies the security and efficiency of crypto technology to the world of finance, making transactions more equitable, transparent and accessible to all market participants. Their goal is making financial markets more fair and efficient through the application of crypto technology. "
target: SpeedRoute Technologies LLC
SpeedRoute is a brokerage firm that currently handles approximately 2.5% of U.S. equity order flow. They are a technology leader in routing, infrastructure and technology services. They offer a wide variety of financial business solutions to help their customers achieve efficient and rapid growth.
price ($mm)
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closed 5/31/2019 via Company Press Release

IRESS Market Technology Limited, acquired Quant House

synopsis: IRESS, a leading technology company providing software for financial services, including for trading and market data, investment management and financial advice, announced it has acquired QuantHouse, a leading international provider of market data and trading infrastructure.
buyer: IRESS Market Technology Limited (ASX:IRE:$292.95)
IRESS designs, develops and delivers technology for the financial services industry, including for trading and market data, investment management and financial advice. More than 450 third-party enterprises have integrated IRESS technology into their own software. "
target: Quant House
QuantHouse provides end-to-end systematic trading solutions. This includes ultra-low latency and consolidated market data solutions with QuantFEED, algo-trading development framework with QuantFACTORY and proximity hosting and order routing services with QuantLINK.
price ($mm)
$44
rev ($mm)
$24
EBITDA ($mm)
EV / rev
1.8x
EV / EBITDA
closed 12/2/2010 via BusinessWire

Broadridge Financial Solutions, Inc., acquired Forefield, Inc.

synopsis: Broadridge Financial Solutions, Inc. announced it has acquired Forefield, Inc., a leading provider of real-time sales, education, and client communication solutions for financial institutions and their advisors, for a purchase price of $19.5 million.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,338.00)
Broadridge is a technology services company focused on global capital markets. Broadridge is the market leader enabling secure and accurate processing of information for communications and securities transactions among issuers, investors and financial intermediaries. "
target: Forefield, Inc.
Forefield operates at the intersection of leading-edge financial planning and state-of-the-art technology. Forefield's web-based applications facilitate the communication of financial planning knowledge and advice that is current, consistent, compliant, and customized.
price ($mm)
$20
rev ($mm)
EBITDA ($mm)
EV / rev
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closed 9/6/2012 via PR Newswire

GAIN Capital Holdings, Inc., acquired Open E Cry, LLC

synopsis: GAIN Capital Holdings, Inc. has completed its previously announced purchase of Open E Cry, LLC, an online futures broker, from optionsXpress Holdings, Inc. a subsidiary of The Charles Schwab Corporation. OEC offers direct market access to global exchanges through its proprietary software platform, OEC Trader.
buyer: GAIN Capital Holdings, Inc. (GCAP:$213.30)
GAIN Capital Holdings is a global provider of online trading services. Its innovative trading technology provides market access and highly automated trade execution services across multiple asset classes, including foreign exchange, contracts for difference (CFDs) and exchange-based products. "
target parent: The Charles Schwab Corporation
target: Open E Cry, LLC
Open E Cry, based in Powell, OH, is an innovative futures broker offering direct access futures trading through its proprietary software platform, OEC Trader. In addition to futures, OEC clients can also trade forex, options and equities all through the OEC Trader platform.
price ($mm)
$9.50
rev ($mm)
$14
EBITDA ($mm)
EV / rev
0.7x
EV / EBITDA
closed 3/26/2010 via PR Newswire

Polaris Software Lab Ltd., acquired IndigoTX Software Private Limited

synopsis: Polaris Software Lab Limited, a leading Financial Technology Company announced the acquisition of IndigoTX, a SaaS (Software as a service) Company that provides GO TX, an enterprise brokerage solution for the securities market on a pay per use model.
buyer: Polaris Software Lab Ltd. (BSE:532254:$296.85)
Polaris Software Lab is a leading Financial Technology company, with its comprehensive portfolio of products, services and consulting. Polaris has a talent strength of over 9,000 solution architects, domain and technology experts. "
target: IndigoTX Software Private Limited
IndigoTX Software is a software and back-office services company with a financial services focus. Its platform GO TX, designed and developed to be deployed by banks and other financial intermediaries, will facilitate investment and trading in many instruments, in multiple markets and currencies.
price ($mm)
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closed 8/31/2010 via Company Description

Shanghai Great Wisdom Co., Ltd., acquired AASTOCKS.com Ltd.

synopsis: Shanghai Great Wisdom Co. has acquired AASTOCKS.com Ltd. AASTOCKS.com Ltd. provides financial information products and services to corporate clients and individual investors in the Asia Pacific regions.
buyer: Shanghai Great Wisdom Co., Ltd. (601519.SS:$92.77)
Shanghai Great Wisdom Co., Ltd. engages in the development, production, sale, and support of information technology products to financial sector. It offers software that provides services in the areas of financial database, real-time quotes transmission, etc. "
target: AASTOCKS.com Ltd.
AASTOCKS.com Ltd. provides financial information products and services to corporate clients and individual investors in the Asia Pacific regions. Its information products cover equities, derivatives, global foreign exchange, and precious metals markets.
price ($mm)
$29
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/1/2018 via BusinessWire

State Street Corporation, acquired Charles River Systems, Inc.

synopsis: State Street Corporation, a leading provider of financial services to institutional investors, announced that it has acquired Charles River Systems, Inc. (Charles River Development), a premier provider of investment management front office tools and solutions.
buyer: State Street Corporation (STT:$11,734.00)
State Street Corporation is one of the world's leading providers of financial services to institutional investors, including investment servicing, investment management and investment research and trading. "
target: Charles River Systems, Inc.
Charles River Systems, Inc. is a privately held company that primarily focuses on providing solutions that automate front and middle office investment management functions across asset classes on a Software as a Service-based platform.
price ($mm)
$2,600
rev ($mm)
$311
EBITDA ($mm)
EV / rev
8.4x
EV / EBITDA
closed 10/27/2016 via BNC Analysis

Eagle Financial Publications, acquired TurnerTrends, Inc.

synopsis: Salem Media Group has acquired the TurnerTrends, the product line of investment strategist Mike Turner. Salem Media will add Turner’s offerings to Eagle Financial Publications. TurnerTrends Tools is an amazing product that uses 2.8 million lines of proprietary software code to rank more than 6,000 stocks and ETFs (exchange-traded funds).
buyer parent: Salem Media Group
buyer: Eagle Financial Publications
Eagle Financial Publications provides market analysis and specific investment advice for individual investors from financial commentators as well as a stock screening website for dividend investors. "
target: TurnerTrends, Inc.
TurnerTrends Tools is an amazing product that uses 2.8 million lines of proprietary software code to rank more than 6,000 stocks and ETFs (exchange-traded funds).
price ($mm)
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closed 5/12/2008 via Company Press Release

The Bank of New York Mellon Corporation, acquired LAMP Technologies LLC

synopsis: The Bank of New York Mellon, a global leader in asset management and securities servicing, announced that it has acquired the fund of hedge funds administrative services business of LAMP Technologies LLC, a Dallas-based alternative investment administrator.
buyer: The Bank of New York Mellon Corporation (BK:$400.00)
The Bank of New York Mellon is a leading asset management and securities services company, uniquely focused to help clients manage and move their financial assets and succeed in the rapidly changing global marketplace. "
target: LAMP Technologies LLC
LAMP Technologies LLC pairs world-class professionals with a state-of-the-art technology platform. Rather than depending on software vendors, LAMP develops highly integrated systems that leverage our decades of experience in the alternative investments industry.
price ($mm)
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announced 10/10/2019 via PR Newswire

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

synopsis: Broadridge Financial Solutions, a global Fintech leader and part of the S&P 500® Index, has entered into a purchase agreement to acquire Fi360, a leading provider of fiduciary-focused software, data and analytics for financial advisors and intermediaries across the retirement and wealth ecosystem.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,338.00)
Broadridge Financial Solutions is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry. "
target parent: Bluff Point Associates
target: Fi360, Inc.
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors' assets. They provide financial professionals with the tools necessary to act as a fiduciary in their work with investors.
price ($mm)
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closed 10/12/2012 via BusinessWire

eFront SA, acquired DMLT

synopsis: eFront, a leading software provider of financial solutions for managing alternative investments, announced the acquisition of DMLT. DMLT is the market-leading provider of investor reporting and portal services for the alternative asset community.
buyer parent: Francisco Partners Management LLC
buyer: eFront SA (FR:ALEFT:$0.00)
eFront is a leading software provider of end-to-end solutions dedicated to the financial industry with a recognized expertise in alternative investments. eFront’s solutions serve companies in the private equity, real estate investment, banking and insurance sectors. "
target: DMLT
DMLT offers a suite of web-based investor reporting, contact management and fundraising products to the alternative asset community. DMLT provides Invesment Cafe, a suite of investor reporting solutions.
price ($mm)
$50
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/23/2017 via PR Newswire

Visible Alpha, acquired ONEaccess

synopsis: Visible Alpha announced its acquisition of ONEaccess. ONEaccess is a leading corporate access, resource tracking and broker valuation platform with more than 185 contributing sell-side firms and 150 buy-side client firms.
buyer: Visible Alpha
Visible Alpha transforms the way Wall Street firms collaborate by combining advanced data correction methodologies, secure distribution network & sophisticated analytical tools on the front end to drive efficiencies & transparency into the research process & help firms generate alpha in new & ways. "
target: ONEaccess
ONEaccess is a content and interactions analytics hub that is changing the way the buy side and the sell side collaborate with one another. They improve the efficiency of discovering corporate access events, and analyzing and valuing interactions between professionals on both sides of the market.
price ($mm)
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closed 11/16/2017 via GlobeNewswire

Visible Alpha, acquired Alpha Exchange

synopsis: Visible Alpha has acquired Alpha Exchange, an innovative research discovery and management platform for investment professionals. The addition of Alpha Exchange’s advanced technology platform will create a unified consumption and collaboration experience across research reports, analyst models and corporate access events.
buyer: Visible Alpha
Visible Alpha combines advanced data technology, a secure distribution network and sophisticated analytical tools on the front end to drive efficiencies and transparency into the research process and help firms generate alpha in new and differentiated ways. "
target: Alpha Exchange
Alpha Exchange is a financial technology company that works with asset managers, investment banks and independent research providers by providing an end-to-end MiFID II research solution with a unique set of enterprise technology tools.
price ($mm)
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closed 1/23/2017 via PR Newswire

Visible Alpha, acquired ONEaccess

synopsis: Visible Alpha announced its acquisition of ONEaccess. ONEaccess is a leading corporate access, resource tracking and broker valuation platform with more than 185 contributing sell-side firms and 150 buy-side client firms.
buyer: Visible Alpha
Visible Alpha transforms the way Wall Street firms collaborate by combining advanced data correction methodologies, secure distribution network & sophisticated analytical tools on the front end to drive efficiencies & transparency into the research process & help firms generate alpha in new & ways. "
target: ONEaccess
ONEaccess is a content and interactions analytics hub that is changing the way the buy side and the sell side collaborate with one another. They improve the efficiency of discovering corporate access events, and analyzing and valuing interactions between professionals on both sides of the market.
price ($mm)
rev ($mm)
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closed 7/19/2019 via PR Newswire

Thomson Reuters, acquired HighQ Solutions Ltd.

synopsis: Thomson Reuters announced that it has acquired HighQ, a leading collaboration platform for the legal and regulatory market. HighQ offers a secure cloud-based platform for business collaboration, workflow automation and client engagement.
buyer: Thomson Reuters (TRI:$5,906.00)
Thomson Reuters is a leading provider of business information services. Their products include highly specialized information-enabled software and tools for legal, tax, accounting, and compliance professionals combined with the world's most global news service—Reuters. "
target: HighQ Solutions Ltd.
Based in the UK, HighQ is a leading provider of cloud-based enterprise collaboration and publishing software. They provide innovative social software to some of the world’s leading law firms, investment banks and corporations.
price ($mm)
rev ($mm)
EBITDA ($mm)
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closed 2/6/2019 via PR Web

BDC Venture Capital, Vertu Capital, acquired Firmex

synopsis: VERTU Capital has partnered with BDC Capital to acquire Firmex, one of the fastest-growing and most widely-used providers of virtual data rooms and secure document sharing solutions, from Novacap, a Montreal-based private equity firm.
buyer: BDC Venture Capital
buyer: Vertu Capital
VERTU is a Canadian technology private equity firm that invests in premier late stage companies. BDC Capital serves as a strategic partner to the country’s most innovative firms. It offers a full spectrum of risk capital, from seed investments to transition capital. "
target parent: Novacap Investments Inc.
target: Firmex
Firmex is a global provider of virtual data room and secure document sharing solutions. As one of the world’s most widely used virtual data rooms, Firmex supports complex processes for organizations of all sizes, including diligence, compliance and litigation.
price ($mm)
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closed 4/23/2014 via PR Newswire

Proposal Software, Inc., acquired Manager Insights, LLC

synopsis: Proposal Software, Inc., The Leader In Proposal Productivity and maker of PMAPS® WebPro (Proposal Management and Production System) has completed the acquisition of Manager Insights, LLC, a firm that leverages disruptive technology to make the work life of investment management professionals more efficient.
buyer: Proposal Software, Inc.
Proposal Software Inc. (PSI) is the only organization exclusively focused on the proposal management needs of any type of business from a single location to the largest global enterprise involving multiple teams and collaborators. "
target: Manager Insights, LLC
Manager Insights, LLC provides cloud-based software for asset managers, investment consultants, and plan sponsors to evaluate investment products. The company offers Searchbook, an application that automatically writes and narratives on investment products.
price ($mm)
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announced 6/6/2019 via GlobeNewswire

SimCorp A/S, will acquire AIM Software

synopsis: Denmark-based SimCorp has agreed to acquire all shares in AIM Holding SCA and its subsidiaries. Headquartered in Austria, AIM Software is a provider of data management solutions to the buy-side community. AIM’s GAIN suite of business applications helps leading financial institutions aggregate, master and report on their market data.
buyer: SimCorp A/S (CPSE:SIM:$444.13)
Denmark-based SimCorp provides investment management solutions to asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, banks and sovereign wealth funds. SimCorp has many years of experience developing state-of-the-art software for investment managers. "
target parent: Welsh, Carson, Anderson & Stowe
target: AIM Software
AIM Software is an Austrian-based provider of Enterprise Data Management business applications to the buy-side. Over 100 world leading asset management, private & wealth management, asset servicing, fund administration and global custody firms depend on AIM for their data management requirements.
price ($mm)
$60
rev ($mm)
$16
EBITDA ($mm)
EV / rev
3.9x
EV / EBITDA
closed 11/16/2017 via GlobeNewswire

Visible Alpha, acquired Alpha Exchange

synopsis: Visible Alpha has acquired Alpha Exchange, an innovative research discovery and management platform for investment professionals. The addition of Alpha Exchange’s advanced technology platform will create a unified consumption and collaboration experience across research reports, analyst models and corporate access events.
buyer: Visible Alpha
Visible Alpha combines advanced data technology, a secure distribution network and sophisticated analytical tools on the front end to drive efficiencies and transparency into the research process and help firms generate alpha in new and differentiated ways. "
target: Alpha Exchange
Alpha Exchange is a financial technology company that works with asset managers, investment banks and independent research providers by providing an end-to-end MiFID II research solution with a unique set of enterprise technology tools.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/1/2015 via BusinessWire

Markit Group Ltd., acquired CoreOne Technologies

synopsis: Markit, a provider of financial information services, announced the completion of its acquisition of CoreOne Technologies, a global leading provider of regulatory reporting, index management, data management and prime brokerage services to financial institutions.
buyer: Markit Group Ltd. (MRKT:$1,129.70)
Markit is a leading global diversified provider of financial information services. They provide products that enhance transparency, reduce risk and improve operational efficiency. Their customers include banks, central banks, regulators, auditors, fund administrators and insurance companies. "
target parent: Symphony Technology Group
target: CoreOne Technologies
CoreOne Technologies is a leading provider of regulatory reporting, index management, data management and prime brokerage services to financial institutions. CoreOne delivers proven capabilities in a hosted fashion, through its cutting-edge services RegOne, DeltaOne, VistaOne and PrimeOne.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/3/2015 via BNC Analysis

NeoXam, acquired SmartCo

synopsis: NeoXam, a leading provider of investment management software and services, has acquired SmartCo, an innovative enterprise data management software company, advancing NeoXam’s strategy to deliver cost effective, highly configurable solutions to the global asset management community.
buyer parent: BlackFin Capital Partners
buyer: NeoXam
NeoXam provides front, middle and back-office solutions to the asset management industry. Benefiting from more than 25 years of experience, NeoXam enables clients to achieve new experience in asset management. "
target: SmartCo
SmartCo provides a global data management solution that covers most of the data area, including market data, corporate actions, indexes and benchmarks, third parties, funds and mandates, financial analysis, etc., as well as operational data for positions and transactions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/9/2015 via GlobeNewswire

FactSet Research Systems Inc., acquired Code:Red, Inc.

synopsis: FactSet Research Systems, a provider of integrated global financial information and analytical applications announced it has acquired Code Red, Inc. Code Red provides research management technologies to the investment community, including endowments and foundations, institutional asset managers, sovereign wealth funds, pensions, and hedge funds.
buyer: FactSet Research Systems Inc. (FDS:$1,157.21)
FactSet is a leading provider of financial information and analytics. More than 55,500 users stay ahead of global market trends, access extensive company and industry intelligence, and monitor performance with FactSet's desktop analytics, mobile applications, and comprehensive data feeds. "
target: Code:Red, Inc.
Code Red, a provider of investment research technology, enables firms to efficiently organize methods of research and contact management, data aggregation, due diligence, and compliance into an enterprise workspace that models a complete and repeatable investment process.
price ($mm)
rev ($mm)
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closed 1/15/2015 via Company Press Release

Welsh, Carson, Anderson & Stowe, acquired AIM Software

synopsis: Austrian company AIM Software, a provider of data management software products to the financial services industry, has received a majority investment from Welsh, Carson, Anderson & Stowe, a private equity firm. AIM's platform for data management business applications goes beyond standard Enterprise Data Management functionality.
buyer: Welsh, Carson, Anderson & Stowe
Welsh, Carson, Anderson & Stowe (WCAS) focuses its investment activity in two target industries: technology and healthcare. Since its founding in 1979, WCAS has organized 17 limited partnerships with total capital of over $26 billion. "
target: AIM Software
AIM Software is an Austrian-based provider of Enterprise Data Management business applications to the buy-side. Over 100 world leading asset management, private & wealth management, asset servicing, fund administration and global custody firms depend on AIM for their data management requirements.
price ($mm)
rev ($mm)
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announced 11/3/2014 via Company Press Release

AIM Software, will acquire Joss Technology, Inc.

synopsis: AIM Software, the leading provider of data management products to the financial industry, announced that it has reached an agreement to acquire US-based Joss Technology, an innovative solutions provider tackling the growing volume and complexity of information related to legal entities.
buyer: AIM Software
AIM Software is a leading independent provider of enterprise data management solutions for the securities and investment industry since 1999. Solutions include software for reference data management, financial instrument pricing, legal entities data and corporate actions data. "
target: Joss Technology, Inc.
Joss Technology is a financial software provider focused on entity data management. Financial institutions need to have a clear understanding of the entities they interact with and are exposed to (counterparties, clients, custodians, issuers).
price ($mm)
rev ($mm)
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closed 5/21/2009 via Market Wire

Broadridge Financial Solutions, Inc., acquired Access Data Corp.

synopsis: Broadridge Financial Solutions, Inc., a leading global provider of technology solutions to the financial services industry, announced the acquisition of Access Data Corp. Access Data's solutions provide enterprise-wide reporting and data management services to asset management firms and financial intermediaries.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,338.00)
Broadridge Financial Solutions, Inc. is a leading global provider of technology-based outsourcing solutions to the financial services industry. Broadridge's systems and services include investor communication, securities processing, and clearing and outsourcing solutions. "
target: Access Data Corp.
Access Data Corp. is a Pittsburgh based leading provider of enterprise reporting and data management services for asset management firms and financial intermediaries.
price ($mm)
$45
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/18/2008 via BusinessWire

Chi-X Global, acquired Cicada Corporation

synopsis: Chi-X® Global Inc. announced the acquisition of substantially all the business and assets of Cicada Corp., a leading provider of low latency data management technologies, customer qualification and compliance software, and other services for financial institutions, exchanges and data vendors.
buyer parent: Nomura Holdings, Inc.
buyer: Chi-X Global
A subsidiary of electronic trading pioneer Instinet, Chi-X Global is a holding company for the regional operations of Chi-X market centers. Chi-X aims to provide investors around the world with the most efficient markets possible through its high-speed, low-cost, intelligent trading model. "
target: Cicada Corporation
Cicada is an innovative leader in data management and compliance technology for financial institutions, exchanges and data vendors. Cicada’s products address a range of today’s most pressing industry challenges.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/11/2008 via finextra.com

Symphony Technology Group, acquired Netik, Plc

synopsis: Financial markets software house Netik has bought back the stake in its business that Bank of New York Mellon acquired in 2004. Financial terms of the transactions - financed by Symphony Technology Group - have not been disclosed.
buyer: Symphony Technology Group
Symphony Technology Group (STG) is a strategic private equity firm with the mission of investing in and being a partner in building great software and services companies. "
target parent: The Bank of New York Mellon Corporation
target: Netik, Plc
Netik provides financial data warehouse solutions to the securities industry. The company’s solutions include Netik InterView, a data warehouse and data hub for information-centric data management and reporting solutions, which provides access to portfolio/investment accounting data.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/3/2007 via PR Newswire

Asset Control Systems, Inc., acquired Tap Solutions, Inc.

synopsis: Asset Control has acquired Vancouver-based TAP Solutions Inc., a company specializing in data accessibility software for financial services firms leveraging the Microsoft technology suite, to extend its market solutions to firms of all sizes.
buyer parent: FMR Corp.
buyer: Asset Control Systems, Inc.
Asset Control is the world's leading provider of Centralized Data Management to financial industry firms. With a complete range of in-house and outsourced options, Asset Control delivers Total Data Management, a hybrid approach to data management. "
target: Tap Solutions, Inc.
TAP Solutions, Inc. provides global securities solutions, data management products, and related professional services to the financial services sector. The company offers TAPMaster, a data management platform for the acquisition, management, and deployment of market and reference data.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/20/2019 via PR Newswire

TRG Screen, acquired Axon Financial Systems

synopsis: TRG Screen, the leading provider of enterprise subscription spend management solutions, has acquired Northern Ireland-based Axon Financial Systems, the leading provider of exchange policy and compliance solutions which assist market data consumers, exchanges, and vendors ensure compliance and optimize their spend and revenue.
buyer parent: Polaris Partners
buyer: TRG Screen
TRG Screen is the leading provider of enterprise subscription management solutions. TRG is differentiated by its ability to monitor both spend and usage of data and information services including market data, research, software licenses, consulting and other corporate expenses. "
target: Axon Financial Systems
Northern Ireland-based Axon uses technology to streamline market data reporting and administration in the market data management industry. Axon products ease compliance for market data teams by helping them improve processes, reduce costs, and lower the risk of unwelcome audit findings.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/26/2017 via BusinessWire

Vela Trading Technologies, acquired Object Trading

synopsis: Vela Trading Technologies LLC, a global leader in high performance trading, market data, and analytics technology, announced it has completed the acquisition of Object Trading, a global provider of a fully-managed Direct Market Access (DMA) platform, pre-trade risk controls, and analytics applications.
buyer parent: Insight Venture Partners
buyer: Vela Trading Technologies
Vela Trading Technologies is an independent global leader in high performance trading and market data technology. They provide the breadth of coverage and depth of expertise demanded by today’s multi-asset, multi-region electronic trading environment. "
target: Object Trading
Object Trading delivers an independent, global, multi-asset trading infrastructure combined with decades of client-side insight and experience. They help buy and sell side trading firms across the world strategically assess and achieve their trading ambitions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/14/2016 via BNC Analysis

IRESS Market Technology Limited, will acquire INET BFA

synopsis: IRESS, a principal supplier of sophisticated share market and wealth management systems, is acquiring INET BFA, Africa’s leading provider of financial data feeds and analysis tools. They cover African and global share prices, as well as company information including annual reports, financial statements and more.
buyer: IRESS Market Technology Limited (ASX:IRE:$292.95)
IRESS is a principal supplier of sophisticated share market and wealth management systems around the world. Innovative and extensive, IRESS solutions deliver streamlined data and workflow to financial markets and wealth management professionals. "
target parent: Naspers Ltd.
target: INET BFA
INET BFA is Africa’s leading provider of financial data feeds and analysis tools. They cover African and global share prices, as well as company information including annual reports, financial statements and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/12/2016 via

StatPro Group PLC, acquired Infovest

synopsis: StatPro Group, the London AIM listed provider of cloud-based portfolio analysis and asset pricing services for the global asset management industry, is acquiring a 51% shareholding in Infovest, a South African headquartered software provider, specialising in data warehouse, ETL and reporting software for the asset management industry.
buyer: StatPro Group PLC (AIM:SOG:$69.47)
StatPro is a global provider of award winning portfolio analytics solutions for the investment community. The Group's cloud-based platform provides vital analysis of portfolio performance, attribution, risk and compliance. "
target: Infovest
Infovest is one of South Africa's leading Investment Data Management software providers based in Cape Town. Their focus is to provide a sound and practical data management system to cater for the investment industry, and they also develop, market and support data warehouse and ETL tools.
price ($mm)
rev ($mm)
$2
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 5/4/2015 via PE Hub

Asset International, Inc., acquired Intelligent Financial Systems

synopsis: Asset International, Inc., a leading provider of data, information and marketing solutions to the global asset management industry, has acquired Intelligent Financial Systems, a London-based provider of financial market data research and trade execution quality analysis to banks, brokers, asset managers and trading venues.
buyer parent: Genstar Capital LLC
buyer: Asset International, Inc.
Asset International (AI) provides critical data, business intelligence, and information services to the global investment management industry. AI delivers proprietary data and analytics, as well as marketing solutions that target global asset managers. "
target: Intelligent Financial Systems
Intelligent Financial Systems is a London based software company providing a range of real time and historical market data analysis services. They offer a suite of services focused on analysing execution quality, transaction costs analysis and pre-trade cost prediction for Europe’s equity markets.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/18/2014 via BusinessWire

SR LABS, will acquire Wombat Financial Software

synopsis: SR Labs, a leading provider of low latency market data and market access solutions for the financial industry, announced it has agreed to acquire Wombat from Intercontinental Exchange. Wombat is a global leader in high performance financial market data management solutions.
buyer: SR LABS
Street Response Laboratories (SR Labs) provides low latency market data and exchange connectivity solutions for the financial industry. Thier flagship products, SMDS and SREX are currently used by top-tier investment banks and hedge funds. "
target parent: IntercontinentalExchange
target: Wombat Financial Software
Wombat is a global leader in high performance financial market data management solutions offering customers comprehensive, end-to-end solutions for electronic trading and connectivity management.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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Geography
Matching Companies
Ticker: MORN
 
 
 
 
 
 
 
 
Morningstar, Inc.
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.
year
2019
rev ($mm)
$1,179.00
EBITDA ($mm)
$246.20
EBIT ($mm)
$189.60
Net Income ($mm)
$152.00
Employees
6737
  • drill down
  • watch
Ticker: ASX:REV
 
 
 
 
 
 
 
 
Real Estate Investar
Real Estate Investar
Real Estate Investar is an Australian provider of products and services for property investors. Real Estate Investar helps people to find, analyse and track investment properties. Their platform provides users with all the tools, data and information they need to invest in property successfully.
year
2019
rev ($mm)
$0.59
EBITDA ($mm)
($0.38)
EBIT ($mm)
($0.63)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: BLK
 
 
 
 
 
 
 
 
BlackRock, Inc.
BlackRock, Inc.
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. They help clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares®, and more.
year
2019
rev ($mm)
$13,880.00
EBITDA ($mm)
$5,602.00
EBIT ($mm)
$5,300.00
Net Income ($mm)
$4,199.00
Employees
0
  • drill down
  • watch
Ticker: MKTX
 
 
 
 
 
 
 
 
MarketAxess Holdings, Inc.
MarketAxess Holdings, Inc.
MarketAxess operates a leading, institutional electronic trading platform delivering expanded liquidity opportunities, improved execution quality and significant cost savings across global fixed-income markets.
year
2019
rev ($mm)
$463.87
EBITDA ($mm)
$246.49
EBIT ($mm)
$224.84
Net Income ($mm)
$185.05
Employees
454
  • drill down
  • watch
Ticker: INIX.PK
 
 
 
 
 
 
 
 
iFinix Corporation
iFinix Corporation
Ifinix is a leading global provider of financial and business information to professionals and active individual investors. Building on a 20-year legacy of delivering time-sensitive financial information, Ifinix provides streaming, real-time market data, news and analytics.
year
2011
rev ($mm)
$0.54
EBITDA ($mm)
($0.26)
EBIT ($mm)
($0.27)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: ASX:RD1
 
 
 
 
 
 
 
 
Registry Direct
Registry Direct
Registry Direct is an Australian provider of share registry software. Registry Direct offers a cloud-based software solution that streamlines registry management. Registry Direct enables companies to take control of their share registry, engage their team and increase transparency for all users.
year
2019
rev ($mm)
$0.37
EBITDA ($mm)
($0.96)
EBIT ($mm)
($0.96)
Net Income ($mm)
Employees
0
  • drill down
  • watch
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
  • drill down
  • watch
Ticker: GB:FFA.GB
 
 
 
 
 
 
 
 
FFastFill plc
FFastFill plc
FFastFill is the leading provider of Software as a Service to the global derivatives community, using the latest developments in technology to automate trade flow processes across a firm's front, middle and back offices.
year
2011
rev ($mm)
$24.91
EBITDA ($mm)
$6.69
EBIT ($mm)
$3.39
Net Income ($mm)
$2.90
Employees
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Censof Holdings Berhad
Censof, an investment holding company, develops and markets financial management software in Malaysia and Indonesia. It operates Financial Management Software Solution, Payment Aggregation Solutions, Wealth Management Solutions, Training Solution, and Information Communication Technology segments.
year
2018
rev ($mm)
$18.80
EBITDA ($mm)
($1.81)
EBIT ($mm)
($1.93)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: ASX:PPS
 
 
 
 
 
 
 
 
Praemium
Praemium
Preaemium is a specialist in the provision of portfolio administration services. Using leading edge technology to deliver cost-effective investment administration services, Præmium provides services to some of Australia’s leading financial institutions.
year
2014
rev ($mm)
$15.31
EBITDA ($mm)
$0.88
EBIT ($mm)
$0.60
Net Income ($mm)
Employees
85
  • drill down
  • watch
Ticker: FXIT
 
 
 
 
 
 
 
 
Forex International Trading Corp.
Forex International Trading Corp.
Forex International Trading develops the next generation of Forex trading platforms. 4XINT Trader is an advanced online trading platform for the Forex market.
year
2011
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: AIM:BRY
 
 
 
 
 
 
 
 
Brady plc
Brady plc
Brady plc is the leading provider of software solutions for global commodity trading. They offer a choice of trading and risk management applications designed to enable producers, financial organisations and trading companies to manage their commodity transactions in an integrated solution.
year
2017
rev ($mm)
$39.97
EBITDA ($mm)
($2.65)
EBIT ($mm)
($3.47)
Net Income ($mm)
Employees
253
  • drill down
  • watch
Ticker: OTCPK:INVU
 
 
 
 
 
 
 
 
Investview, Inc
Investview, Inc
Investview, Inc. is a New Jersey-based diversified financial technology organization. The Company operates primarily through its wholly- and majority-owned subsidiaries, to provide financial products and services to accredited investors, self-directed investors and select financial institutions.
year
2018
rev ($mm)
$17.92
EBITDA ($mm)
($10.67)
EBIT ($mm)
($10.68)
Net Income ($mm)
Employees
24
  • drill down
  • watch
Ticker: OTCPK:APTY
 
 
 
 
 
 
 
 
APT Systems, Inc.
APT is an acronym for Applied Proprietary Trading. The Management of APT Systems, Inc. works to deliver stock trading tools with a focus on handheld devices.
year
2018
rev ($mm)
$0.01
EBITDA ($mm)
($1.69)
EBIT ($mm)
($1.72)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: TSXV:ALY
 
 
 
 
 
 
 
 
AnalytixInsight
AnalytixInsight
AnalytixInsight Inc's Big Data Analytics platform helps transform data into narratives. Their flagship product Capital Cube provides high-quality financial research and content for investors, information providers, finance portals and media.
year
2016
rev ($mm)
$1.66
EBITDA ($mm)
($1.51)
EBIT ($mm)
($1.64)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: 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
2018
rev ($mm)
$24.43
EBITDA ($mm)
($1.87)
EBIT ($mm)
($2.51)
Net Income ($mm)
Employees
138
  • drill down
  • watch