Like Agency Revolution

closed 8/18/2017 via Company Press Release

FMG Suite, acquired Agency Revolution

synopsis: FMG Suite, the leading marketing software solution for financial advisors, announces the recent acquisition of Agency Revolution, the company responsible for Connect, the premier automated client communication software for insurance agents and brokers.
buyer: FMG Suite
FMG Suite is an automated marketing platform for financial professionals. FMG Suite provides an all-in-one integrated suite of marketing tools built to help financial advisers succeed. Using one platform, this helps clients build an online presence and drive new business. "
target: Agency Revolution
Agency Revolution is an insurance industry specific company. AR offers a marketing platform to help Independent Insurance Agents and Brokers automate their processes, engage their customers to build deeper, more meaningful relationships, and grow their agencies and brokerages.
price ($mm)
rev ($mm)
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closed 6/9/2021 via PR Newswire

Broadridge Financial Solutions, Inc., acquired AdvisorStream

synopsis: Broadridge Financial Solutions, Inc., a global Fintech leader, announced that it has acquired AdvisorStream, a leading provider of digital engagement and marketing solutions for the global wealth and insurance industries.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, a global Fintech leader with over $4.5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. "
target: AdvisorStream
AdvisorStream is a leading provider of digital engagement and marketing solutions for the global wealth and insurance industries. AdvisorStream's leading advisor marketing platform enables advisors to drive revenue and growth by providing personalized and consistent client communications.
price ($mm)
rev ($mm)
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announced 6/30/2021 via PR Newswire

Centerfield Media, will acquire Datalot Inc.

synopsis: Centerfield, a premier technology service for digital customer acquisition, will acquire Datalot, a leading digital marketing solution for auto, home, health and Medicare insurance companies. Datalot's digital marketing solutions and technology platform deliver over 10 million qualified consumers to over 40 leading insurance carriers each year.
buyer parent: Platinum Equity, LLC
buyer: Centerfield Media
Centerfield is a technology-driven marketing and customer acquisition company driving millions for sales for telecommunications brands. Centerfield's marketing and sales technology platform, Dugout, engages with in-market consumers to help them purchase internet, TV, wireless, and landline. "
target parent: Lightyear Capital
target: Datalot Inc.
Datalot is a full-stack marketing and analytics platform built to address the digital distribution needs of the insurance industry. Datalot creates customized marketing campaigns for transaction-ready consumers across digital & mobile that allow carriers to easily manage inbound customer flow.
price ($mm)
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closed 10/11/2017 via PE Hub

Lightyear Capital LLC, acquired Datalot Inc.

synopsis: Lightyear Fund IV, L.P., a fund managed by Lightyear Capital LLC acquired a majority stake in Datalot Inc. Datalot has built a new telephony platform specialized for converting mobile and web traffic into qualified, live phone interactions.
buyer: Lightyear Capital LLC
Lightyear Capital is a financial services-focused private equity firm based in New York. Lightyear, through its affiliated private equity funds, makes primarily control investments in North America-based, middle-market financial services companies. "
target: Datalot Inc.
Focused on serving the insurance industry, Datalot offers a self-serve solution for insurance carriers and agents to access transaction-ready consumers via live qualified calls and achieve complete customer attribution and visibility throughout the sales cycle.
price ($mm)
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closed 11/17/2020 via PR Newswire

Clearlake Capital Group, L.P., acquired Zywave, Inc

synopsis: Clearlake Capital Group, L.P. has acquired Zywave, Inc., the leading Software-as-a-Service (SaaS) provider of front office insurance solutions, from Aurora Capital Partners. Zywave is a market-leading provider of cloud-based insurance distribution software, offering expansive digital solutions to strengthen and grow insurance businesses.
buyer: Clearlake Capital Group, L.P.
Clearlake Capital Group, L.P. is a leading private investment firm. With a sector-focused approach, the firm seeks to partner with world-class management teams by providing patient, long-term capital to dynamic businesses that can benefit from Clearlake’s operational improvement approach. "
target parent: Aurora Capital Group
target: Zywave, Inc
Zywave is a leading insurance tech company, fueling business growth with cloud-based sales management, client delivery, content, and analytics solutions. Zywave offers a technology platform embedded with robust data and the most comprehensive content portfolio available.
price ($mm)
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closed 3/30/2021 via GlobeNewswire

Avantax, acquired GuideVine

synopsis: Avantax, the wealth management business of Blucora, Inc., a leading provider of technology-enabled, tax-focused financial solutions, has acquired GuideVine and its proven lead-generation and marketing platform. Launched in 2014, GuideVine has been used by financial professionals as a tool for converting interested prospects into clients.
buyer parent: Blucora, Inc.
buyer: Avantax
Avantax Wealth Management℠, which comprises the Wealth Management business of Blucora, Inc., offers a tax-advantaged approach for comprehensive financial planning. Through its Tax-Smart approach, Avantax Financial Professionals help clients leverage taxes to create financial growth opportunities. "
target: GuideVine
GuideVine Technologies enables financial services firms to better connect to prospects and serve clients through their Enterprise-level SaaS products. GuideVine offers conversion-focused platforms and tools designed to organically grow clients, increase marketing ROI and optimize marketing budgets.
price ($mm)
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closed 11/24/2020 via GlobeNewswire

Zywave, Inc, acquired Insurance Technologies Corporation

synopsis: Insurance technology provider, Zywave, announced the acquisition of Insurance Technologies Corporation (ITC), a leading provider of marketing, rating, and management software and services to the insurance industry.
buyer parent: Clearlake Capital Group, L.P.
buyer: Zywave, Inc
Zywave leads the insurance tech industry, fueling business growth for its partners with cloud-based sales management, client delivery, content, and analytics solutions. Zywave offers a technology platform embedded with robust data and the most comprehensive content portfolio available. "
target parent: Accel-KKR
target: Insurance Technologies Corporation
Insurance Technologies Corporation (ITC) provides websites, agency marketing, comparative rating, and management software and services to the insurance industry. ITC helps its clients grow their businesses and become more efficient through the philosophy of providing quality software and services.
price ($mm)
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closed 4/4/2018 via PE Hub

Accel-KKR, acquired Insurance Technologies Corporation

synopsis: Carrollton, Texas-based ITC, a provider of websites, agency marketing, comparative rating and management software and services, announced that it has received a majority equity investment from Accel-KKR, a leading technology-focused private equity firm.
buyer: Accel-KKR
Accel-KKR is a technology-focused investment firm with $4.3 billion in capital commitments. The firm focuses on software and IT-enabled businesses well-positioned for topline and bottom-line growth. "
target: Insurance Technologies Corporation
The Insurance Technologies Corporation (“ITC”), based in Carrollton, TX, provides a national comparative rating network, agency management software, websites and agency marketing software to the insurance industry.
price ($mm)
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closed 1/30/2007 via

Precis Inc., acquired Insuraco USA, L.L.C.

synopsis: Precis Inc. announced that it has entered into a non-binding letter of intent to acquire Insuraco USA, L.L.C., a Fort Worth, Texas company providing web-based technology, specialty products and marketing for the insurance and financial services industry.
buyer: Precis Inc. (AUSA:$0.00)
Access Plans USA provides access to affordable healthcare. We develop and distribute quality affordable consumer driven healthcare programs for individuals and families, and, to a lesser extent, employer groups. "
target parent: Insurance Capital Management
target: Insuraco USA, L.L.C.
Insuraco USA provides web-based technology, specialty products and marketing for insurance and financial services. ICM's team of sales, marketing and technology professionals enable insurance, healthcare and financial service companies to improve their product distribution and marketing.
price ($mm)
$9.11
rev ($mm)
EBITDA ($mm)
EV / rev
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closed 2/7/2018 via BusinessWire

QuinStreet, Inc., purchased Insurance, Mortgage and Technology Assets from Katch

synopsis: QuinStreet, one of the largest internet performance marketing and media companies in the world, has acquired the auto insurance, home insurance, mortgage, and technology assets of Katch, an advertising technology company.
buyer: QuinStreet, Inc. (QNST:$502.99)
QuinStreet is one of the largest internet performance marketing and media companies in the world, and is committed to providing consumers and businesses with information on select products, services, and brands that meet their needs. "
seller: Katch
The acquisition includes the auto insurance, home insurance, mortgage, and technology assets of Katch, an advertising technology company that enables brands to target and bid on vertically-focused, in-market website visitors as they shop online.
price ($mm)
$14
rev ($mm)
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announced 7/21/2021 via GlobeNewswire

EverQuote, will acquire Policy Fuel, LLC

synopsis: EverQuote, Inc. will acquire PolicyFuel, LLC and its affiliated entities. PolicyFuel operates in property and casualty (“P&C”) insurance verticals, providing policy-sales-as-a-service offerings to its carrier clients. The acquisition will enable EverQuote to expand its range of products offered to support the growth of its P&C carrier partners.
buyer: EverQuote (EVER:$369.39)
EverQuote operates a leading online insurance marketplace, connecting consumers with insurance providers. The company's mission is to empower insurance shoppers to better protect life's most important assets—their family, property, and future. "
target: Policy Fuel, LLC
PolicyFuel offers scalable solutions for customer acquisition in the insurance industry. Its marketing, sales, and technology utilities are each designed to give its customers a measurable and material advantage that results in high lifetime value customers at an optimal customer acquisition cost.
price ($mm)
$16
rev ($mm)
$10
EBITDA ($mm)
EV / rev
1.6x
EV / EBITDA
closed 1/3/2020 via PR Newswire

Bold Penguin, acquired xagent

synopsis: Bold Penguin has acquired xagent, a multi-quote platform for standard and surplus lines business insurance market. The acquisition enables Bold Penguin to better serve Insurance Carriers, Brokers, and Agents through increased scale and a single choice in the market, while maintaining its commitment to simplifying the commercial insurance process.
buyer: Bold Penguin
Bold Penguin is an insurance company that connects businesses, agents, and carriers to the most appropriate commercial insurance quotes. Bold Penguin upgrades the user experience for businesses by creating an easy tool for agents and offering a streamlined process of underwriting for carriers. "
target: xagent
xagent is an insurtech company that provides an online solution for quoting and binding property and casualty insurance. xagent provides a truly independent single-entry multi-quote exchange for standard and surplus lines business insurance in all 50 states.
price ($mm)
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closed 5/21/2021 via BusinessWire

Majesco, acquired Loss Control 360

synopsis: Majesco, a global provider of cloud insurance platform software, announced the acquisition of Utilant, a U.S. based InsurTech company providing the industry-leading survey management SaaS product suite for Loss Control and Premium Audit surveys and artificial intelligence (AI)/machine learning (ML) data and analytics.
buyer: Majesco (:$146.45)
Majesco provides technology, expertise, and leadership that helps insurers modernize, innovate, and connect to build the future of their business at speed and scale. The company's platforms connect people and businesses to insurance in innovative, hyper-relevant, compelling, and personal ways. "
target: Loss Control 360
Utilant’s Loss Control 360 is the “best-in-class” Loss Control Survey Management SaaS Platform for Loss Control and Premium Audit surveys, driving predictive risk insights for Property & Casualty Insurance Carriers and Top Risk Engineering Companies.
price ($mm)
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closed 7/1/2019 via PR Newswire

Jack Henry & Associates, Inc., acquired Geezeo

synopsis: Jack Henry & Associates, Inc., a leading provider of technology solutions and payment processing services primarily for the financial services industry, announced the acquisition of Geezeo, a Boston-based provider of retail and business digital financial management solutions.
buyer: Jack Henry & Associates, Inc. (JKHY:$1,714.10)
Jack Henry & Associates, Inc. is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Their customers are marketed and supported through three primary brands: Jack Henry Banking®, Symitar®, and ProfitStars®. "
target: Geezeo
Geezeo is a fin-tech firm that enhances the digital banking experience via its digital financial management solutions. Purposely integrated within an institution's online platform, Geezeo helps consumers and businesses gain more financial control, better manage finances and reduce banking friction.
price ($mm)
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closed 12/3/2018 via BusinessWire

Q2 Software, Inc., acquired Gro Solutions

synopsis: Q2 Holdings, Inc., a leading provider of digital banking and lending solutions, announced its acquisition of Atlanta-based Gro Solutions, a provider of industry-leading account opening and digital sales and marketing solutions for financial institutions.
buyer: Q2 Software, Inc. (QTWO:$276.66)
Q2 is a leading provider of secure, experience-driven digital banking solutions headquartered in Austin, Texas. Q2 provides the industry’s most comprehensive digital banking platform, enriched through actionable data insights, open development tools and an evolving fintech ecosystem. "
target: Gro Solutions
Gro Solutions is a provider of industry-leading account opening and digital sales and marketing solutions for financial institutions. The Gro platform enables customers to make personalized recommendations and cross-sell products—from deposit accounts to loans for both retail and business clients.
price ($mm)
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closed 1/24/2014 via GlobeNewswire

Hellman & Friedman LLC, acquired Applied Systems Inc.

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

Bain Capital, will acquire Applied Systems, Inc.

synopsis: Applied Systems Chairman and CEO James P. Kellner announced today that Bain Capital Partners will be his new ownership partner in the industry-leading agency management system company. Bain Capital and Kellner have signed a definitive agreement to purchase Applied Systems from Vista Equity Partners, LLC.
buyer: Bain Capital
Founded in 1984, Bain Capital's primary aim is to acquire or invest in companies that have excellent potential for equity appreciation. Bain Capital's approach is to develop partnerships with exceptional management teams. "
target parent: Vista Equity Partners
target: Applied Systems, Inc.
One of the largest insurance software companies. More than half of the largest brokers in North America utilize an Applied Systems agency manager systems in their business operations, while more than 200 financial institutions utilize an Applied Systems management system.
price ($mm)
$675
rev ($mm)
EBITDA ($mm)
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closed 6/23/2021 via Company Press Release

Apex Group Ltd, acquired Senasen Group Ltd.

synopsis: Apex Group Ltd., a global financial services provider, announced the acquisition of Senasen, a unique digital marketing platform provider designed to connect Limited Partners and General Partners and support the capital raising process.
buyer: Apex Group Ltd
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 47 offices worldwide and over 4,500 employees, Apex delivers a full suite of services to asset managers, capital markets, family offices and corporates. "
target: Senasen Group Ltd.
Senasen Group Ltd. is a unique digital marketing platform provider designed to connect Limited Partners and General Partners and support the capital raising process.
price ($mm)
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announced 10/7/2019 via BNC Analysis

Awardit AB (publ), will acquire Market2Member AB

synopsis: Awardit, a provider of loyalty solutions in Sweden, will acquire Market2Member, a Swedish provider of loyalty solutions. Based on a SaaS model, Market2Member operates loyalty and bonus programs for partners, such as credit card companies, banks and membership clubs.
buyer: Awardit AB (publ) (OM:AWRD:$24.50)
Awardit is a provider of loyalty solutions in Sweden. Awardit helps companies increase their revenue by implementing loyalty programs aimed at consumer and businesses customers. Their solutions include customer clubs, loyalty programs, sales motivation programs, and digital scoring currencies. "
target: Market2Member AB
Market2Member is a Swedish provider of loyalty solutions. Based on a SaaS model, Market2Member operates loyalty and bonus programs for partners, such as credit card companies, banks and membership clubs. Their platform allows users to offer cash rewards from a network of over 500 merchants.
price ($mm)
$0.99
rev ($mm)
EBITDA ($mm)
EV / rev
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closed 9/19/2014 via BNC Analysis

The Collinson Group Ltd., acquired Welcome Real-time

synopsis: Collinson Group has announced the acquisition of Welcome Real-time, a provider of payment-based loyalty solutions. Welcome Real-time’s technology integrates with banking and retail systems enabling banks, card issuers and retailers to provide special offers, points redemption and other real-time communications to consumers at the point of sale.
buyer: The Collinson Group Ltd.
The Collinson Group provides a unique combination of products, insight and services to help their clients create value, engagement and loyalty with their customers around the world. They drive revenue and value for their clients by shaping and influencing customer behaviour. "
target: Welcome Real-time
Welcome Real-time is the leader in card marketing enhancements that create added value at the moment of payment. Welcome Real-time adds value to the traditional payment transaction through an enhanced payment experience that provides benefits to cardholders, retailers and financial institutions.
price ($mm)
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closed 8/18/2017 via Company Press Release

FMG Suite, acquired Agency Revolution

synopsis: FMG Suite, the leading marketing software solution for financial advisors, announces the recent acquisition of Agency Revolution, the company responsible for Connect, the premier automated client communication software for insurance agents and brokers.
buyer: FMG Suite
FMG Suite is an automated marketing platform for financial professionals. FMG Suite provides an all-in-one integrated suite of marketing tools built to help financial advisers succeed. Using one platform, this helps clients build an online presence and drive new business. "
target: Agency Revolution
Agency Revolution is an insurance industry specific company. AR offers a marketing platform to help Independent Insurance Agents and Brokers automate their processes, engage their customers to build deeper, more meaningful relationships, and grow their agencies and brokerages.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/2/2020 via BNC Analysis

FMG Suite, acquired Twenty Over Ten, LLC

synopsis: FMG Suite, one of the largest marketing technology providers for independent financial advisors and insurance agents, announced it has acquired Twenty Over Ten, a fast-growing digital marketing platform out of State College, Pa.
buyer parent: Aurora Capital Group
buyer: FMG Suite
FMG Suite delivers the leading advisor marketing platform backed by an award-winning, FINRA-reviewed and compliance-ready content library. FMG Suite powers the industry's best websites, multimedia content, and marketing tools for more than 40,000 advisors and insurance agents. "
target: Twenty Over Ten, LLC
A smart and intuitive platform allowing financial advisors to finally create, manage & archive beautifully tailored websites with ease. Twenty Over Ten leads the industry in empowering financial advisors to easily build beautiful & unique websites.
price ($mm)
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closed 6/19/2020 via PR Newswire

Aurora Capital Group, acquired FMG Suite

synopsis: K1 Investment Management, LLC, a leading investment firm focusing on high-growth enterprise software companies, has sold FMG Suite, LLC, the category leader in cloud-based marketing automation software for financial services professionals, to Aurora Capital Partners, a private equity investor in enterprise software and financial technology.
buyer: Aurora Capital Group
Aurora Capital Partners is a leading private equity firm focused principally on control investments in middle-market companies with leading market positions, stable industry dynamics, attractive business model characteristics and actionable opportunities for growth in partnership with management. "
target parent: K1 Investment Management
target: FMG Suite
FMG Suite delivers the leading advisor marketing platform backed by an award-winning, FINRA-reviewed and compliance-ready content library. FMG Suite powers the industry's best websites, multimedia content, and marketing tools for more than 40,000 advisors and insurance agents.
price ($mm)
rev ($mm)
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closed 9/5/2018 via PR Web

FMG Suite, acquired MarketingPro, Inc.

synopsis: FMG Suite, a rapidly-growing SaaS fintech company, has acquired MarketingPro. MarketingPro, brings into the FMG Suite family a leading marketing automation platform with the largest compliance-friendly content library in the financial services industry.
buyer: FMG Suite
FMG Suite provides an advisor marketing platform powered by award-winning content and backed by a ”marketing team” that helps advisors stay connected to clients. Their products automate proven marketing strategies so advisors can build deeper relationships. "
target: MarketingPro, Inc.
MarketingPro was founded in 2006 by Peter Montoya with the idea that Financial Professionals should have ready access to high-impact, compliance-reviewed marketing materials. MarketingPro is known for having the largest library of compliant content in the financial services industry.
price ($mm)
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closed 8/18/2017 via Company Press Release

FMG Suite, acquired Agency Revolution

synopsis: FMG Suite, the leading marketing software solution for financial advisors, announces the recent acquisition of Agency Revolution, the company responsible for Connect, the premier automated client communication software for insurance agents and brokers.
buyer: FMG Suite
FMG Suite is an automated marketing platform for financial professionals. FMG Suite provides an all-in-one integrated suite of marketing tools built to help financial advisers succeed. Using one platform, this helps clients build an online presence and drive new business. "
target: Agency Revolution
Agency Revolution is an insurance industry specific company. AR offers a marketing platform to help Independent Insurance Agents and Brokers automate their processes, engage their customers to build deeper, more meaningful relationships, and grow their agencies and brokerages.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/9/2021 via PR Newswire

Broadridge Financial Solutions, Inc., acquired AdvisorStream

synopsis: Broadridge Financial Solutions, Inc., a global Fintech leader, announced that it has acquired AdvisorStream, a leading provider of digital engagement and marketing solutions for the global wealth and insurance industries.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, a global Fintech leader with over $4.5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. "
target: AdvisorStream
AdvisorStream is a leading provider of digital engagement and marketing solutions for the global wealth and insurance industries. AdvisorStream's leading advisor marketing platform enables advisors to drive revenue and growth by providing personalized and consistent client communications.
price ($mm)
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closed 6/19/2020 via PR Newswire

Aurora Capital Group, acquired FMG Suite

synopsis: K1 Investment Management, LLC, a leading investment firm focusing on high-growth enterprise software companies, has sold FMG Suite, LLC, the category leader in cloud-based marketing automation software for financial services professionals, to Aurora Capital Partners, a private equity investor in enterprise software and financial technology.
buyer: Aurora Capital Group
Aurora Capital Partners is a leading private equity firm focused principally on control investments in middle-market companies with leading market positions, stable industry dynamics, attractive business model characteristics and actionable opportunities for growth in partnership with management. "
target parent: K1 Investment Management
target: FMG Suite
FMG Suite delivers the leading advisor marketing platform backed by an award-winning, FINRA-reviewed and compliance-ready content library. FMG Suite powers the industry's best websites, multimedia content, and marketing tools for more than 40,000 advisors and insurance agents.
price ($mm)
rev ($mm)
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closed 3/4/2015 via PR Newswire

Broadridge Financial Solutions, Inc., acquired Direxxis, Inc.

synopsis: Broadridge Financial Solutions, Inc. acquired Direxxis LLC, a provider of cloud-based marketing solutions, to expand its suite of solutions for wealth and asset managers. Direxxis solutions represent the marketing strategy, process automation and technologies required to integrate people, processes and technologies across the marketing ecosystem.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
target: Direxxis, Inc.
Direxxis is a Cloud-Based Marketing Solution for Financial Advisors. Direxxis' marketing management platform enables wealth and asset management companies and insurers to manage and implement marketing activities efficiently across field offices and branch locations using consistent standards.
price ($mm)
rev ($mm)
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closed 6/23/2021 via Company Press Release

Apex Group Ltd, acquired Senasen Group Ltd.

synopsis: Apex Group Ltd., a global financial services provider, announced the acquisition of Senasen, a unique digital marketing platform provider designed to connect Limited Partners and General Partners and support the capital raising process.
buyer: Apex Group Ltd
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 47 offices worldwide and over 4,500 employees, Apex delivers a full suite of services to asset managers, capital markets, family offices and corporates. "
target: Senasen Group Ltd.
Senasen Group Ltd. is a unique digital marketing platform provider designed to connect Limited Partners and General Partners and support the capital raising process.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/25/2015 via BNC Analysis

emfluence, llc, acquired Spiral16, LLC

synopsis: emfluence, a provider of digital marketing agency services, announced its acquisition of Spiral16, a provider of software platforms for internet tracking, analysis, and reporting. emfluence integrated Spiral16's listening tools for their Brand Monitoring feature.
buyer: emfluence, llc
emfluence, llc provides digital marketing agency services. The company offers search engine marketing comprising pay per click advertising, display advertising, search engine optimization (SEO), local SEO, analytics, and consulting. "
target: Spiral16, LLC
Spiral16, LLC provides software platform for Internet tracking, analysis, and reporting. It offers social media reporting and engagement tools for financial institutions; social media monitoring and engagement solutions for healthcare providers to manage patients; and data solutions for researchers.
price ($mm)
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closed 6/1/2018 via BusinessWire

MScience, acquired TickerTags

synopsis: M Science, the leader in data-driven research and analytics, announced the acquisition of contextualized data mapping company TickerTags, Inc. With over 1 million tags mapped to nearly 3,000 public and private companies, TickerTags maps and monitors a multitude of tangible and intangible business drivers that influence companies and markets.
buyer parent: Leucadia National Corp
buyer: MScience
M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations. M Science is revolutionizing research, discovering new data sets and pioneering methodologies to provide actionable intelligence. "
target: TickerTags
TickerTags monitors the social web in real-time, analyzing and flagging words and phrases (Tags) that represent volume movements outside of baseline norms. Tag mentions, which are correlated to public stock tickers, are historically indexed for benchmarking and comparison.
price ($mm)
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closed 6/17/2020 via GlobeNewswire

Blue Horizon Software, acquired Synthesis Technology

synopsis: Blue Horizon, a company that acquires and invests in profitable software businesses with stable recurring revenue streams, has acquired Synthesis Technology, an enterprise software company providing technology and services to the investment management industry.
buyer parent: Concentric Equity Partners, L.P.
buyer: Blue Horizon Software
Blue Horizon acquires and invests in profitable software businesses with stable recurring revenue streams. The Blue Horizon platform combines long-term capital and industry expertise with an operating model that enables businesses and their leaders to focus on growth and profitability. "
target: Synthesis Technology
Synthesis Technology is an enterprise software company providing technology and services to the investment management industry.
price ($mm)
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closed 11/24/2020 via GlobeNewswire

Zywave, Inc, acquired Insurance Technologies Corporation

synopsis: Insurance technology provider, Zywave, announced the acquisition of Insurance Technologies Corporation (ITC), a leading provider of marketing, rating, and management software and services to the insurance industry.
buyer parent: Clearlake Capital Group, L.P.
buyer: Zywave, Inc
Zywave leads the insurance tech industry, fueling business growth for its partners with cloud-based sales management, client delivery, content, and analytics solutions. Zywave offers a technology platform embedded with robust data and the most comprehensive content portfolio available. "
target parent: Accel-KKR
target: Insurance Technologies Corporation
Insurance Technologies Corporation (ITC) provides websites, agency marketing, comparative rating, and management software and services to the insurance industry. ITC helps its clients grow their businesses and become more efficient through the philosophy of providing quality software and services.
price ($mm)
rev ($mm)
EBITDA ($mm)
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closed 4/4/2018 via PE Hub

Accel-KKR, acquired Insurance Technologies Corporation

synopsis: Carrollton, Texas-based ITC, a provider of websites, agency marketing, comparative rating and management software and services, announced that it has received a majority equity investment from Accel-KKR, a leading technology-focused private equity firm.
buyer: Accel-KKR
Accel-KKR is a technology-focused investment firm with $4.3 billion in capital commitments. The firm focuses on software and IT-enabled businesses well-positioned for topline and bottom-line growth. "
target: Insurance Technologies Corporation
The Insurance Technologies Corporation (“ITC”), based in Carrollton, TX, provides a national comparative rating network, agency management software, websites and agency marketing software to the insurance industry.
price ($mm)
rev ($mm)
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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.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/7/2018 via BusinessWire

QuinStreet, Inc., purchased Insurance, Mortgage and Technology Assets from Katch

synopsis: QuinStreet, one of the largest internet performance marketing and media companies in the world, has acquired the auto insurance, home insurance, mortgage, and technology assets of Katch, an advertising technology company.
buyer: QuinStreet, Inc. (QNST:$502.99)
QuinStreet is one of the largest internet performance marketing and media companies in the world, and is committed to providing consumers and businesses with information on select products, services, and brands that meet their needs. "
seller: Katch
The acquisition includes the auto insurance, home insurance, mortgage, and technology assets of Katch, an advertising technology company that enables brands to target and bid on vertically-focused, in-market website visitors as they shop online.
price ($mm)
$14
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/2/2016 via PR Web

DOXIM Inc., acquired DigitalMailer, Inc.

synopsis: Doxim, a leading provider of customer engagement SaaS solutions for banks, credit unions and wealth management firms, announced that it has acquired DigitalMailer Inc. DigitalMailer provides a suite of digital customer communications products and services that enable financial organizations to connect with customers via their preferred channels.
buyer: DOXIM Inc.
Doxim is a leading provider of SaaS-based customer engagement solutions for banks, credit unions, and wealth management firms. Their platform helps financial institutions transform their client experience, communicate more effectively and improve cross sell and upsell activities. "
target: DigitalMailer, Inc.
DigitalMailer is in the customer engagement business. They provide the technology and expertise to help financial institutions connect with consumers in their preferred communication channel and drive targeted communications that are relevant and specific to that consumer.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/28/2018 via PR Newswire

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

synopsis: Broadridge Financial Solutions, a global fintech leader, has acquired ActivePath, an Israeli-based digital technology company. ActivePath's technology enhances the consumer experience associated with consumer statements, bills, and regulatory communications. ActivePath lets enterprises compose and project HTML experiences into interactive email.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge provides investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge's investor communications, securities processing and managed services solutions help clients reduce their capital investments. "
target: ActivePath, Inc.
ActivePath is an Israeli-based digital technology company. ActivePath's unique technology enhances the consumer experience associated with consumer statements, bills, and regulatory communications. ActivePath lets enterprises compose and project HTML experiences into interactive email.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/27/2012 via BNC Analysis

PowerInbox, acquired ActivePath, Inc.

synopsis: PowerInbox, a developer of consumer email technology, has merged with ActivePath Ltd., a New York-based provider of interactive email for the enterprise. ActivePath, Inc. offers ActiveMail, an email banking system.
buyer: PowerInbox
PowerInbox believes the next generation of email will be collaborative, real-time, and interactive. It brings the app experience directly into email. Email apps ("PowerApps") make your emails more useful by letting you perform actions inside the email itself. "
target: ActivePath, Inc.
ActivePath allows banks and card services companies to overcome the limitations of email systems, allowing them to capitalize on the huge untapped potential of email as a communications, sales and marketing channel.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/2/2020 via BNC Analysis

FMG Suite, acquired Twenty Over Ten, LLC

synopsis: FMG Suite, one of the largest marketing technology providers for independent financial advisors and insurance agents, announced it has acquired Twenty Over Ten, a fast-growing digital marketing platform out of State College, Pa.
buyer parent: Aurora Capital Group
buyer: FMG Suite
FMG Suite delivers the leading advisor marketing platform backed by an award-winning, FINRA-reviewed and compliance-ready content library. FMG Suite powers the industry's best websites, multimedia content, and marketing tools for more than 40,000 advisors and insurance agents. "
target: Twenty Over Ten, LLC
A smart and intuitive platform allowing financial advisors to finally create, manage & archive beautifully tailored websites with ease. Twenty Over Ten leads the industry in empowering financial advisors to easily build beautiful & unique websites.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/15/2020 via PR Newswire

Data Center Inc., purchased Vetter technology suite from Aliya

synopsis: Data Center Inc (DCI) has acquired Vetter technology suite, a product offering of AFT Analytics Inc. Vetter provides intelligent solutions for automated inbound digital marketing, new customer acquisition, and digital onboarding of new bank and credit union customers, including a 90-second deposit account opening platform.
buyer: Data Center Inc.
DCI is the developer of the iCore360 core banking software and related technologies for community banks nationwide. DCI also provides integrated, digital omnichannel solutions for online/mobile/AI banking, onboarding, private ATM network/card management, tellers, remote capture, and more. "
seller: Aliya
Vetter technology suite is a product offering of AFT Analytics Inc. Vetter provides intelligent solutions for automated inbound digital marketing, new customer acquisition, and digital onboarding of new bank and credit union customers, including a 90-second deposit account opening platform.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/30/2021 via GlobeNewswire

Avantax, acquired GuideVine

synopsis: Avantax, the wealth management business of Blucora, Inc., a leading provider of technology-enabled, tax-focused financial solutions, has acquired GuideVine and its proven lead-generation and marketing platform. Launched in 2014, GuideVine has been used by financial professionals as a tool for converting interested prospects into clients.
buyer parent: Blucora, Inc.
buyer: Avantax
Avantax Wealth Management℠, which comprises the Wealth Management business of Blucora, Inc., offers a tax-advantaged approach for comprehensive financial planning. Through its Tax-Smart approach, Avantax Financial Professionals help clients leverage taxes to create financial growth opportunities. "
target: GuideVine
GuideVine Technologies enables financial services firms to better connect to prospects and serve clients through their Enterprise-level SaaS products. GuideVine offers conversion-focused platforms and tools designed to organically grow clients, increase marketing ROI and optimize marketing budgets.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/4/2015 via BNC Analysis

IRESS Market Technology Limited, acquired Innergi Pty Ltd

synopsis: IRESS has agreed to acquire personal finance content provider, Innergi, an established Australian-based business that enables financial advice practices and superannuation funds to better engage with their clients and members with timely and relevant content and digital delivery platform.
buyer: IRESS Market Technology Limited (ASX:IRE:$292.95)
IRESS is a principal supplier of sophisticated share market and wealth management systems in Australia, Asia, New Zealand, Canada and the United Kingdom. Innovative and extensive, IRESS solutions deliver streamlined data and workflow to financial markets and wealth management professionals. "
target: Innergi Pty Ltd
Innergi is an established Australian-based business that enables financial advice practices and superannuation funds to better engage with their clients and members with timely and relevant content and digital delivery platform.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/1/2019 via PR Newswire

Jack Henry & Associates, Inc., acquired Geezeo

synopsis: Jack Henry & Associates, Inc., a leading provider of technology solutions and payment processing services primarily for the financial services industry, announced the acquisition of Geezeo, a Boston-based provider of retail and business digital financial management solutions.
buyer: Jack Henry & Associates, Inc. (JKHY:$1,714.10)
Jack Henry & Associates, Inc. is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Their customers are marketed and supported through three primary brands: Jack Henry Banking®, Symitar®, and ProfitStars®. "
target: Geezeo
Geezeo is a fin-tech firm that enhances the digital banking experience via its digital financial management solutions. Purposely integrated within an institution's online platform, Geezeo helps consumers and businesses gain more financial control, better manage finances and reduce banking friction.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/3/2018 via BusinessWire

Q2 Software, Inc., acquired Gro Solutions

synopsis: Q2 Holdings, Inc., a leading provider of digital banking and lending solutions, announced its acquisition of Atlanta-based Gro Solutions, a provider of industry-leading account opening and digital sales and marketing solutions for financial institutions.
buyer: Q2 Software, Inc. (QTWO:$276.66)
Q2 is a leading provider of secure, experience-driven digital banking solutions headquartered in Austin, Texas. Q2 provides the industry’s most comprehensive digital banking platform, enriched through actionable data insights, open development tools and an evolving fintech ecosystem. "
target: Gro Solutions
Gro Solutions is a provider of industry-leading account opening and digital sales and marketing solutions for financial institutions. The Gro platform enables customers to make personalized recommendations and cross-sell products—from deposit accounts to loans for both retail and business clients.
price ($mm)
rev ($mm)
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EV / rev
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Ticker: CDLX
 
 
 
 
 
 
 
 
Cardlytics, Inc.
Cardlytics is a digital advertising platform. The company partners with financial institutions to run their banking rewards programs that promote customer loyalty and deepen banking relationships.
year
2020
rev ($mm)
$186.89
EBITDA ($mm)
($44.11)
EBIT ($mm)
($50.94)
Net Income ($mm)
Employees
471
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