Like AlphaTrust

closed 3/22/2018 via BusinessWire

iPipeline, Inc., acquired AlphaTrust

synopsis: iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, acquired AlphaTrust, an expert and global leader in electronic signature process automation solutions. AlphaTrust provides its eSignature and document process automation technology to some of the world’s most trusted brands.
buyer parent: Thoma Bravo, LLC
buyer: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through their SaaS-based new business acquisition platform, they accelerate and simplify sales, compliance, operations and support. "
target: AlphaTrust
AlphaTrust is an expert and global leader in electronic signature process automation solutions. Their solutions easily integrate with existing applications and business processes enabling high volume, document process automation to reduce costs and dramatically improve customer experience.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/12/2021 via Company Press Release

Higher Logic, acquired Vanilla

synopsis: Higher Logic, the industry-leading engagement platform, has acquired Vanilla, a Canadian cloud-based community software company. Together, Higher Logic and Vanilla will give its customers more choices with purpose-built community engagement solutions that meet the needs of their use case, industry, and users.
buyer parent: JMI Equity
buyer: Higher Logic
Higher Logic, the industry-leading, human-focused engagement platform, delivers powerful online communities and communication tools to engage members and customers at every stage of their journey. "
target: Vanilla
Based in Canada, Vanilla provides brands with a one-stop-shop solution that combines the power of a modern customer community platform with Q&A, knowledge base, and ideation. Its SaaS offering helps hundreds of leading brands, software, and telecom companies provide great community experiences.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/3/2021 via Company Press Release

Inpixon, acquired The CXApp

synopsis: Inpixon, the Indoor Intelligence company, has acquired The CXApp, a mobile solution for digital workplace experience. The CXApp drives engagement through personalized on-site journeys. Their platform enables organizations to provide a location-aware employee app focused on enhancing the workplace experience and hosting virtual and hybrid events.
buyer: Inpixon (INPX:$9.30)
Inpixon is a leader in Indoor Positioning Analytics (IPA). Inpixon IPA Sensors find all accessible cellular, Wi-Fi, and Bluetooth devices anonymously. Inpixon’s products and professional services group help customers take advantage of mobile, big data, analytics, and the Internet of Things (IoT). "
target: The CXApp
The CXApp is a mobile solution for digital workplace experience. The CXApp drives engagement through personalized on-site journeys. Their platform enables organizations to provide a location-aware employee app focused on enhancing the workplace experience and hosting virtual and hybrid events.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/17/2021 via PR Web

Doxim Solutions, acquired Level One LLC

synopsis: Doxim, the leading customer communications management and engagement technology provider, has acquired Level One, a specialist in customer experience and communication solutions. With the acquisition, Doxim will extend its deep domain expertise in eBilling, payments, customer communication and preference management, data analytics, and reporting.
buyer parent: GI Partners
buyer: Doxim Solutions
Doxim is the customer communications management and engagement technology leader serving financial and regulated markets, providing omnichannel document solutions and transforming experiences to strengthen engagement throughout the entire lifecycle. "
target: Level One LLC
Level One is a provider of billing and payment solutions, guiding utilities, insurance providers, and government entities toward successful customer engagement. Its billing and payment solutions are designed with a focus on quality, security, and availability to enhance the customer’s experience.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/17/2021 via GlobeNewswire

Whyline, Inc., acquired Rsvd, LLC

synopsis: Whyline Inc., the leading provider of virtual queuing and appointment technology, has acquired RSVD, LLC, a fully-customizable mobile platform that helps innovative businesses connect with their customers. The acquisition will triple Whyline's number of active US clients in complimentary verticals.
buyer parent: e.Republic, Inc.
buyer: Whyline, Inc.
Whyline helps government and businesses manage the flow of people through the use of virtual queues and ‘smart’ appointment scheduling. Whyline allows customers to see live wait-times, enter into the queue remotely or pre-book their appointment, and let the software wait on their behalf. "
target: Rsvd, LLC
RSVD is a fully-customizable mobile platform that helps innovative businesses connect with their customers. RSVD’s capacity management software allows organizations large and small to optimize demand, improve customer experiences, drive revenue, and operate safely.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/22/2020 via PR Web

MHC Software, Inc., acquired Ecrion Software

synopsis: MHC Software, a leader in enterprise automation software solutions, has acquired Ecrion Software, a provider of customer communication management (CCM) and customer experience automation (CXA) software. Ecrion enables organizations to better engage their customers, deliver personalized communications, and streamline business-critical documents.
buyer parent: Strattam Capital
buyer: MHC Software, Inc.
MHC Software is a leader in enterprise content automation and document management software and services. MHC's solutions accelerate customers' digital transformation journeys via in-context content and automation to expedite information-sharing while reducing costs and increasing productivity. "
target: Ecrion Software
Ecrion Software is a provider of customer communication management (CCM) and customer experience automation (CXA) software and services. Ecrion's software solutions enable organizations to better engage their customers, deliver personalized communications, and streamline business-critical documents.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/14/2019 via BusinessWire

Alpine SG, acquired GatherUp

synopsis: ASG and its family of companies, a fast-growing software business that buys, builds, and operates market-leading vertical SaaS companies, announced the acquisition of GatherUp, a customer experience and online review engine that enables insights and empowers marketing.
buyer parent: Alpine Investors, LP
buyer: Alpine SG
ASG is a unique and fast-growing software business that buys, builds, and operates market-leading vertical Software as a Service companies. ASG believes in the power of people and data, and that sharing knowledge, expertise, and resources across its community of businesses drives exponential growth."
target: GatherUp
GatherUp helps businesses and brands deliver a better customer experience through customer feedback, net promoter score, and online reviews. Businesses of any size, from 1 location to 20,000 locations can utilize the platform to manage and market their online reputation.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/23/2019 via Company Press Release

ReKTGlobal, acquired Fullcube, Inc.

synopsis: ReKTGlobal, a global esports organization that bridges the gap between traditional sports and esports, providing solutions for the entire ecosystem, has acquired Fullcube, a company that enables sports, media and publishing brands with toolsets to cultivate Insider Relationships with their greatest enthusiasts.
buyer: ReKTGlobal
ReKTGlobal is a global esports organization that bridges the gap between traditional sports and esports, providing solutions for the entire ecosystem. It is also the parent company of professional esports organization Rogue, marketing services company Greenlit Content and online Influencer DRLUPO. "
target: Fullcube, Inc.
Fullcube enables sports, media and publishing brands with toolsets to cultivate Insider Relationships with their greatest enthusiasts. It built a solution for managing Insider Relationships and successfully launched the first ever direct-to-consumer Insider membership model for the sport of NASCAR.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/27/2019 via BusinessWire

Airship, acquired Apptimize

synopsis: Customer engagement company Airship has acquired Apptimize, the most adopted solution for testing and innovating user experiences across mobile apps and other digital channels. Apptimize is the industry’s most advanced solution for testing user experiences across multiple channels including mobile apps, websites and OTT.
buyer: Airship
Airship's Customer Engagement Platform gives brands user-level data, engagement channels, AI orchestration, and services they need to deliver push notifications, emails, SMS, in-app messages, mobile wallet cards, and more to customers at the right moment. "
target: Apptimize
Apptimize is an innovation engine that provides A/B testing and feature release management for native mobile, web, mobile web, hybrid mobile, OTT, and server. Industry leaders like HotelTonight, The Wall Street Journal, and Glassdoor have created amazing user experiences with Apptimize.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/18/2019 via GlobeNewswire

Smart Communications, acquired Intelledox

synopsis: UK-based Smart Communications, the leading cloud-based platform for enterprise customer communications, has acquired Intelledox, a global digital transformation software company. Intelledox’s cloud platform connects to any system of record and provides next-generation forms, built-in workflow, and on-demand customer communications.
buyer parent: Accel-KKR
buyer: Smart Communications
UK-based Smart Communications is the leading cloud-based platform for enterprise customer communications. The company offers a range of solutions including SmartCOMMTM, SmartCOMMTM for Salesforce, and SmartDXTM. "
target: Intelledox
The Intelledox platform is used by leading enterprises and government organizations to transform their digital customer experience. Intelledox streamlines complex processes and omnichannel forms allowing organizations to transform the way they acquire, onboard, and service their customers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/9/2019 via PR Newswire

Medallia, will acquire Strikedeck

synopsis: Medallia, Inc., the global leader in customer experience management, announced its plans for the acquisition of Strikedeck, an advanced platform enabling companies to drive customer success (CS), Strikedeck has enabled innovative customer-focused companies to optimize the deployment of resources to grow revenue and maximize customer value.
buyer: Medallia (MDLA:$477.22)
Medallia is the pioneer and market leader in Customer Experience Management. Medallia's award-winning SaaS platform, the Medallia Experience Cloud, leads the market in the understanding and management of experience for customers, employees and citizens. "
target: Strikedeck
Strikedeck is a Customer Success platform that helps businesses deliver customer experiences while maximizing the value of their customer relationships. Strikedeck has enabled innovative customer-focused companies to optimize the deployment of resources to grow revenue and maximize customer value.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/7/2019 via Company Press Release

CRIF, acquired Inventia

synopsis: CRIF, a global company specializing in credit and business information systems, outsourcing and processing services, and credit solutions, has acquired a majority stake in Inventia, a global leader in id management and customer onboarding solutions. Inventia's solutions simplifies the onboarding process and ensures that all ids are verified.
buyer: CRIF
CRIF is a global company specializing in credit bureau and business information, outsourcing and processing services, and credit solutions. Established in 1988 in Bologna (Italy), CRIF has an international presence, operating over four continents (Europe, America, Africa and Asia). "
target: Inventia
Inventia is a global leader in id management and customer onboarding solutions. Inventia offers an innovative platform that allows companies to acquire and identify new customers. Their solutions simplifies the onboarding process and ensures that all ids are verified.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/14/2019 via BusinessWire

RingCentral, Inc, will acquire Connect First

synopsis: RingCentral, Inc., a leading provider of enterprise cloud communications and collaboration solutions, announced that it has entered into a definitive agreement to acquire Connect First, a cloud-based outbound/blended customer engagement platform for midsize and enterprise companies.
buyer: RingCentral, Inc (RNG:$1,101.99)
RingCentral is a leading provider of global enterprise cloud communications and collaboration solutions. More flexible and cost-effective than legacy on-premises systems, RingCentral empowers mobile and distributed workforce to communicate, collaborate, and connect from anywhere, on any device. "
target: Connect First
Connect First is a cloud-based outbound/blended customer engagement platform for midsize and enterprise companies. Connect First’s platform is deployed by customers such as the ASPCA, Carnival Cruise Line, Party City, PBS, United Way, and Business Process Outsourcers for large service providers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/14/2018 via Company Press Release

Splio, acquired Gowento SAS

synopsis: Splio has acquired the French tech startup Gowento, the Mobile Customer Engagement platform. Founded in Paris in 2015 by Rabye Marouene, Sébastien Alexandre and Loris Guignard, Gowento is a startup that built its product around the under-exploited potential of Mobile Wallets, without the use of apps.
buyer: Splio
Splio is an omnichannel marketing platform that combines marketing automation and loyalty marketing. The platform enables marketers to unify their customer knowledge, orchestrate marketing campaigns and loyalty programs, both online and offline. "
target: Gowento SAS
Founded in Paris in 2015, Gowento is focused on helping retailers and brands engage with their customers through a permanent touchpoint on their mobile. Their mantra is to use existing apps to deliver the right message to the right person at the right time.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/26/2018 via PR Newswire

ACF Technologies, Inc., purchased Q-nomy UK Ltd. from Q-nomy Inc.

synopsis: ACF Technologies, a provider of integrated customer experience management solutions, has acquired Q-nomy UK Ltd. from Q-nomy, a leading software vendor providing solutions that optimize true omni-channel digital and physical business processes and customer journeys. Q-nomy UK is a subsidiary of Q-nomy that serves companies in the UK and Europe.
buyer: ACF Technologies, Inc.
ACF Technologies is a provider of integrated customer experience management solutions. ACF offers solutions for queue management, virtual queuing appointment scheduling, wayfinding, customer feedback, and digital signage. Their solutions help their clients to create better customer experiences. "
seller: Q-nomy Inc.
Q-nomy UK Ltd. is a subsidiary of Q-nomy that serves companies in the UK and Europe. Q-nomy is a leading software vendor providing solutions that optimize true omni-channel digital and physical business processes and customer journeys.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/15/2018 via Company Press Release

Jonas Software, acquired EZ-Runner Systems Ltd.

synopsis: Jonas Software is pleased to announce the acquisition of Ez-Runner Systems Ltd., a provider of robust and tailored management software solutions for gyms, kids centres, private clubs, trampoline parks and spas. Ez-Runner Systems Ltd's leading software solutions can be tailored to match the needs of the business to help improve their operations.
buyer parent: Constellation Software, Inc.
buyer: Jonas Software
Jonas Software operates independently managed software brands around the world, providing them with the strategic guidance and financial security required to be leaders in their respective markets. They supply industry leading enterprise management software & related services to 20 vertical markets."
target: EZ-Runner Systems Ltd.
Based in the UK, Ez-Runner Systems Ltd's leading software solutions can be tailored to match the needs of the business to help them improve their current operations, streamline their processes, and improve their customers' experiences and retention.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/27/2018 via BNC Analysis

Network Contacts S.R.L., acquired Chorally

synopsis: Network Contacts has bought the majority of the capital of Chorally, an Italian software company that has created a multi-channel platform for customer engagement based on machine learning algorithms.
buyer parent: Gruppo Activa
buyer: Network Contacts S.R.L.
Network Contacts, based in Italy, is one of the main national players in the field of BPO (business process outsourcing), CRM (customer relationship management), Digital Interaction and Call & Contact Center services. "
target: Chorally
Chorally is an enterprise platform devoted to customer engagement and based on a “Data Driven” model. It allows users to automatically collect and organize customer interactions from each of their communication channels as well as filter and organize dynamic queues for custom logic.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/23/2018 via Company Press Release

ESW Capital, LLC, acquired ResponseTek Networks Corp.

synopsis: ESW Capital, LLC, a leading private equity firm, has acquired Canada-based ResponseTek, the leader in enterprise customer experience management software solutions. World market leaders in finance, telecommunications and retail trust ResponseTek to drive millions of customer interactions every week.
buyer: ESW Capital, LLC
ESW Capital has honed a finely-tuned methodology focused on buying, strengthening, and growing mature business software companies. ESW revitalizes its acquisitions for sustainable success while making customer satisfaction a top priority. "
target: ResponseTek Networks Corp.
Based in Canada, ResponseTek is the leader in enterprise customer experience management software solutions. The ResponseTek Listening Platform integrates customer experience data and reporting throughout the entire organization to improve customer satisfaction.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/17/2018 via BNC Analysis

SERVICE 800, Inc. will be merged with Beyond Commerce, Inc.,

synopsis: Beyond Commerce, a provider of B2B internet marketing analytics, is pleased to announce that it has signed a definitive business combination agreement with SERVICE 800, Inc., a leader in the burgeoning field of Customer Experience management platforms. Some of the world’s largest companies rely on SERVICE 800 for their consistence targeted data.
buyer: Beyond Commerce, Inc. (OTCPK:BYOC:$5.83)
Beyond Commerce is focused on business combinations of “big data” companies in the global B2B internet marketing analytics, technologies and related services space. The Company’s objective is to develop and deploy disruptive strategic software technology that will build on organic growth potential. "
target: SERVICE 800, Inc.
SERVICE 800 is a leader in the burgeoning field of Customer Experience management platforms. Some of the world’s largest companies rely on SERVICE 800 for their consistence targeted data. SERVICE 800 has worked within Healthcare, IT Services, Medical Technology and Consumer Goods.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/31/2017 via Company Press Release

NICE Systems Ltd, acquired Satmetrix

synopsis: Satmetrix, a global provider of customer experience management software, has merged their business with NICE, a publicly traded software company and a leader in the customer experience software space. Satmetrix's flagship product, Satmetrix NPX, delivers powerful, cost-effective customer experience management in a complete, always-on SaaS solution.
buyer: NICE Systems Ltd (NICE:$1,648.02)
NICE is an Israel-based leading provider of software solutions that enable organizations to take the next best action in order to improve customer experience and business results, ensure compliance, fight financial crime, and safeguard people and assets. "
target: Satmetrix
Satmetrix is the leading global provider of customer experience management software for companies who know that customer experience drives success. Their flagship product, Satmetrix NPX, delivers powerful, cost-effective customer experience management in a complete, always-on SaaS solution.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/22/2018 via BusinessWire

iPipeline, Inc., acquired AlphaTrust

synopsis: iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, acquired AlphaTrust, an expert and global leader in electronic signature process automation solutions. AlphaTrust provides its eSignature and document process automation technology to some of the world’s most trusted brands.
buyer parent: Thoma Bravo, LLC
buyer: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through their SaaS-based new business acquisition platform, they accelerate and simplify sales, compliance, operations and support. "
target: AlphaTrust
AlphaTrust is an expert and global leader in electronic signature process automation solutions. Their solutions easily integrate with existing applications and business processes enabling high volume, document process automation to reduce costs and dramatically improve customer experience.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/24/2020 via BusinessWire

iPipeline, Inc., acquired Impact Financial Systems

synopsis: iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, has acquired IFS (Impact Financial Systems), a leading provider of service request automation solutions for client onboarding, asset movement, maintenance, and advisor transitions.
buyer parent: Roper Technologies, Inc.
buyer: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industries. Through its SSG Digital, end-to-end platform, iPipeline accelerates and simplifies sales, compliance, operations, and support. "
target: Impact Financial Systems
IFS is the leading provider of automation solutions for Client Onboarding, Asset Movement, Maintenance, and Advisor Transitions. The company's service request automation solutions are deployed at some of the world's largest brokerage, wealth, banking, and insurance companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/22/2020 via BusinessWire

iPipeline, Inc., acquired Welis, LLC

synopsis: iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, announced it has acquired WELIS, a premier provider of life insurance illustration systems to carriers in the US.
buyer parent: Roper Technologies, Inc.
buyer: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industries. Through its SSG Digital, end-to-end platform, iPipeline accelerates and simplifies sales, compliance, operations, and support. "
target: Welis, LLC
WELIS is a premier provider of life insurance illustration systems supporting individual and group lines of business for carriers in the US. Its Ascent Illustration System is designed to help insurers sell and service customers in a multi-channel distribution environment.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/8/2019 via GlobeNewswire

Roper Technologies, Inc., will acquire iPipeline, Inc.

synopsis: Roper Technologies Inc. will acquire iPipeline in an all-cash transaction. iPipeline’s cloud-based software delivers solutions for the life insurance and annuity industries. iPipeline's suite of Software as a Service-based applications provide workflow automation and seamless integration across a broad network of carriers, distributors, and agents.
buyer: Roper Technologies, Inc. (ROP:$5,405.00)
Roper Technologies is a constituent of the S&P 500, Fortune 1000, and the Russell 1000 indices. Roper operates businesses that design and develop software (both license and software-as-a-service) and engineered products and solutions for a variety of niche end markets. "
target parent: Thoma Bravo, LLC
target: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industries. Through its SSG Digital, end-to-end platform, iPipeline accelerates and simplifies sales, compliance, operations, and support.
price ($mm)
$1,625
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/18/2019 via BusinessWire

iPipeline, Inc., acquired BlueSun, Inc.

synopsis: iPipeline, a leading provider of cloud-based software solutions for the financial services industry, has announced the acquisition of Bluesun, a leading provider of software solutions to the life insurance and financial services industry in Canada.
buyer parent: Thoma Bravo, LLC
buyer: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through their SaaS-based new business acquisition platform, they accelerate and simplify sales, compliance, operations and support. "
target: BlueSun, Inc.
Bluesun is a leading provider of software solutions to the financial services industry. Bluesun’s mission is to deliver painless software solutions to its clients. This means easy-to-use, intuitive software, with hassle-free installation and responsive, class-leading service.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/22/2018 via BusinessWire

iPipeline, Inc., acquired AlphaTrust

synopsis: iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, acquired AlphaTrust, an expert and global leader in electronic signature process automation solutions. AlphaTrust provides its eSignature and document process automation technology to some of the world’s most trusted brands.
buyer parent: Thoma Bravo, LLC
buyer: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through their SaaS-based new business acquisition platform, they accelerate and simplify sales, compliance, operations and support. "
target: AlphaTrust
AlphaTrust is an expert and global leader in electronic signature process automation solutions. Their solutions easily integrate with existing applications and business processes enabling high volume, document process automation to reduce costs and dramatically improve customer experience.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/3/2018 via BusinessWire

iPipeline, Inc., acquired TCP LifeSystems

synopsis: iPipeline, a leading provider of cloud-based software solutions for the financial services industry, announced the acquisition of TCP LifeSystems, a software solutions provider to life and pensions insurance companies in the US, UK, Canada, and Ireland.
buyer parent: Thoma Bravo, LLC
buyer: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the financial services industry. Through their SaaS solutions, they accelerate and simplify sales, compliance, operations and support. "
target: TCP LifeSystems
TCP LifeSystems has been delivering software solutions to Life and Pensions Insurance companies. Their approach is genuinely very different to other suppliers, to ensure clients gain genuine commercial advantage from the use of their software.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/19/2017 via BusinessWire

iPipeline, Inc., acquired Laser App Software

synopsis: iPipeline, a leading provider of cloud-based software solutions for the life insurance industry, announced the acquisition of Laser App Software, a premier provider of forms automation and management software for the securities and insurance industries.
buyer parent: Thoma Bravo, LLC
buyer: iPipeline, Inc.
Pipeline is a leading provider of cloud-based software solutions for the life insurance industry. Through its SaaS solutions, it accelerates insurance sales, compliance and support. They provide process automation and seamless integration between every participant in the life insurance industry. "
target: Laser App Software
Laser App Software creates advisor friendly solutions that combine state‐of‐the‐art forms-filling technology with a massive library of industry related forms. Forms are maintained by Laser App so representatives can focus on their clients, rather than filling out paperwork.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/23/2017 via Company Press Release

iPipeline, Inc., acquired Resonant Software

synopsis: iPipeline announced the acquisition of Resonant, an emerging provider of Integrated Life Underwriting Solutions. The acquisition further expands iPipeline’s platform, moving them to the forefront of automated underwriting. Resonant’s self-service capabilities allow insurers to define, manage products, and operationalize underwriting guidelines.
buyer parent: Thoma Bravo, LLC
buyer: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance industry. Through its SaaS solutions, it accelerates and simplifies insurance sales, compliance, operations and support. "
target: Resonant Software
Resonant offers process management and decision support applications for life insurance carriers that substantially improve the discipline and productivity of underwriting and new business operations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/5/2015 via BusinessWire

Thoma Bravo, LLC, acquired iPipeline, Inc.

synopsis: Thoma Bravo, LLC, a leading private equity investment firm, announced the acquisition of iPipeline, a leading technology provider of cloud-based software solutions to the life insurance industry. iPipeline leads the information technology and services industry in providing web-based software tools for the insurance and financial services markets.
buyer: Thoma Bravo, LLC
Thoma Bravo is a leading private equity investment firm building on a 30+ year history of providing equity and strategic support to experienced management teams and growing companies. "
target: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance industry. Through its SaaS solutions, it accelerates and simplifies insurance sales, compliance, operations and support.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/22/2013 via BusinessWire

iPipeline, Inc., acquired Aplifi Inc

synopsis: iPipeline®, the leader in on-demand marketing, selling and processing solutions for the nation’s top insurance carriers, distributors and producers, announced the acquisition of Aplifi®, who has maintained a strong reputation for providing life and annuity solutions to the financial services industry.
buyer: iPipeline, Inc.
iPipeline's channel solutions for carriers, distributors, and producers automate activities for quoting, forms processing, illustrations development, requirements ordering, contracting, and content distribution, enabling the insurance industry to market, sell, and process faster. "
target parent: Bluff Point Associates
target: Aplifi Inc
Aplifi is a leading technology and service provider to the life and annuity industry. Aplifi provides a vast array of process automation and seamless integration to more than 50 of the country's largest and most well known insurance carriers along with over 1,000 distributors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/5/2013 via BusinessWire

iPipeline, Inc., acquired XRAE

synopsis: iPipeline®, the leader in on-demand marketing, selling and processing solutions for the nation’s top insurance carriers, distributors and producers, announced the acquisition of XRAE®, the industry leading automated underwriting solution developed by Rolling Solutions LLC.
buyer: iPipeline, Inc.
iPipeline's channel solutions for carriers, distributors, and producers automate activities for quoting, forms processing, illustrations development, requirements ordering, contracting, and content distribution, enabling the insurance industry to market, sell, and process faster. "
target: XRAE
Rolling Solutions is the California-based developer of XRAE. XRAE enables users to instantly determine the correct underwriting class to quote in an insurance application by running the potential insured's health information against the proprietary underwriting rules of multiple insurance companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/2/2012 via BusinessWire

iPipeline, Inc., acquired Assureweb

synopsis: iPipeline®, the leader in on-demand marketing, selling and processing solutions for the nation’s top insurance carriers, distributors and producers, announced the acquisition of Assureweb®, a leading UK-based provider of SaaS-based electronic quote and application services to the Life, Pensions and Mortgage marketplace.
buyer: iPipeline, Inc.
iPipeline's channel solutions for carriers, distributors, and producers automate activities for quoting, forms processing, illustrations development, requirements ordering, contracting, and content distribution, enabling the insurance industry to market, sell, and process faster. "
target: Assureweb
Assureweb is a leading provider of electronic quote and application services to the UK life and pensions market. In addition to their portal at www.assureweb.co.uk, Assureweb offers a range of licensed solutions -- Assureweb Services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/11/2011 via BusinessWire

iPipeline, Inc., acquired GaleForce Solutions, Inc.

synopsis: iPipeline, Inc. has announced the acquisition of the assets of Vancouver-based GaleForce® Solutions. GaleForce Solutions is a market leader in providing advanced CRM with client management, productivity, compliance and security tools, and industry-specific integrations to financial services professionals.
buyer: iPipeline, Inc.
iPipeline's channel solutions for carriers, distributors, and producers automate activities for quoting, forms processing, illustrations development, requirements ordering, contracting, and content distribution, enabling the insurance industry to market, sell, and process faster. "
target: GaleForce Solutions, Inc.
GaleForce Solutions develops and markets customer relationship management (CRM) solutions to the financial services industry. GaleForce's industry-specific solutions allow businesses to maximize the value of their Microsoft products including Dynamics CRM, SharePoint and Outlook.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/4/2009 via BusinessWire

iPipeline, Inc., acquired AgencyWorks

synopsis: iPipeline™, the leader in on-demand software that supports marketing, selling, and processing solutions for the insurance industry, announced the acquisition of Utah-based AgencyWorks™. AgencyWorks is the market leader providing agency management systems that maximize profitability for the brokerage industry.
buyer: iPipeline, Inc.
iPipeline's channel solutions for carriers, distributors, and producers automate activities for quoting, forms processing, illustrations development, requirements ordering, contracting, and content distribution, enabling the insurance industry to market, sell, and process faster. "
target: AgencyWorks
AgencyWorks is a leading-edge Internet-based technology company whose focus is providing comprehensive solutions to maximize profitability, sales growth, and administrative efficiency for agencies, carriers, and brokers in the life insurance industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/22/2008 via PR Newswire

iPipeline, Inc., acquired COSS Development Corporation

synopsis: iPipeline, the leader in on-demand sales distribution software for insurers and financial services firms, announced it has acquired COSS Development Corporation, a leading provider of mission-critical web-enabled illustration systems and fill-able forms technology.
buyer: iPipeline, Inc.
iPipeline's channel solutions for carriers, distributors, and producers automate activities for quoting, forms processing, illustrations development, requirements ordering, contracting, and content distribution, enabling the insurance industry to market, sell, and process faster. "
target: COSS Development Corporation
Since 1987, COSS has developed premier software solutions for the life insurance and financial services industries. Our flagship COSSEnterprise™ point-of-sale suite features life insurance, annuity, mutual fund and long-term care illustrations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/21/2021 via BusinessWire

Insurance Technologies, LLC, acquired IXN Tech

synopsis: Insurance Technologies, LLC, a leading provider of sales automation solutions for the life and annuities insurance industries, announced the acquisition of IXN, the leading provider of digital data exchange solutions for the life insurance industry.
buyer parent: Thomas H. Lee Partners, L.P.
buyer: Insurance Technologies, LLC
Insurance Technologies provides innovative sales and regulatory automation solutions to the insurance and financial services industry. The company's offering includes a suite of integrated sales solutions, from pre-sale functions to illustrations and e-application to post-sale services. "
target: IXN Tech
IXN is a leading provider of cross-platform software solutions to the insurance industry helping make the process of distributing and processing life insurance simple and easy.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/5/2019 via GlobeNewswire

Verisk Analytics, Inc., will acquire Flexible Architecture and Simplified Technology, LLC

synopsis: Verisk, a leading data analytics provider, will acquire FAST, a leading software company for the life insurance and annuity industry. The acquisition of FAST will extend Verisk's offerings to the life insurance market as they build a comprehensive suite of innovative solutions to support insurer modernization.
buyer: Verisk Analytics, Inc. (NasdaqGS:VRSK:$2,820.90)
Verisk Analytics is a leading data analytics provider serving customers in insurance, natural resources, and financial services. Using advanced technologies to collect and analyze billions of records, Verisk Analytics provides first-to-market innovations that are integrated into customer workflows. "
target: Flexible Architecture and Simplified Technology, LLC
FAST, which stands for Flexible Architecture and Simplified Technology, is a leading software company for the life insurance and annuity industry. FAST focuses on solving challenges its financial services and insurance clients face as they seek to modernize or replace their systems environments.
price ($mm)
$194
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/8/2019 via GlobeNewswire

Roper Technologies, Inc., will acquire iPipeline, Inc.

synopsis: Roper Technologies Inc. will acquire iPipeline in an all-cash transaction. iPipeline’s cloud-based software delivers solutions for the life insurance and annuity industries. iPipeline's suite of Software as a Service-based applications provide workflow automation and seamless integration across a broad network of carriers, distributors, and agents.
buyer: Roper Technologies, Inc. (ROP:$5,405.00)
Roper Technologies is a constituent of the S&P 500, Fortune 1000, and the Russell 1000 indices. Roper operates businesses that design and develop software (both license and software-as-a-service) and engineered products and solutions for a variety of niche end markets. "
target parent: Thoma Bravo, LLC
target: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industries. Through its SSG Digital, end-to-end platform, iPipeline accelerates and simplifies sales, compliance, operations, and support.
price ($mm)
$1,625
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/27/2018 via Company Press Release

CNP Assurances, will acquire Quality Insurance Services

synopsis: CNP Patrimoine, CNP Assurances’ wealth management business for high-end clients, has announced that it is to acquire the Quality Insurance Services management platform which manages its contracts in France and Luxembourg. Quality Insurance Services is a platform specialised in managing high-end contracts.
buyer: CNP Assurances (ENXTPA:CNP:$52,814.71)
CNP Assurances is the leading personal insurer in France. It has more than 38 million personal protection policyholders worldwide and over 14 million in savings and pension plans. Insurer, co-insurer and reinsurer, CNP Assurances designs innovative retirement and savings solutions. "
target: Quality Insurance Services
Quality Insurance Services (QIS) is a platform specialised in managing high-end insurance contracts. Their PaaS (Process-as-a-Service) and SaaS (Software-as-a-Service) solutions provide services of life insurance policies administration
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/11/2018 via BNC Analysis

Equisoft, acquired Kronos Technologies

synopsis: Equisoft, a provider of digital business solutions for the insurance and wealth industries, has acquired Kronos Technologies, a company that develops web and mobile applications for the investment and insurance sectors.
buyer: Equisoft
Equisoft provides advanced digital business solutions that optimize processes, increase revenue and enable growth for the life insurance and wealth management industries. All Equisoft software systems are developed for optimal scalability and configurability to empower clients. "
target: Kronos Technologies
Kronos Technologies is a company that develops web and mobile applications for the investment and insurance sectors. Kronos Technologies is particularly known for its customer relationship management (CRM) application, Kronos Finance, and financial needs analysis (FNA) tool, Kronos FNA.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/5/2015 via BusinessWire

Thoma Bravo, LLC, acquired iPipeline, Inc.

synopsis: Thoma Bravo, LLC, a leading private equity investment firm, announced the acquisition of iPipeline, a leading technology provider of cloud-based software solutions to the life insurance industry. iPipeline leads the information technology and services industry in providing web-based software tools for the insurance and financial services markets.
buyer: Thoma Bravo, LLC
Thoma Bravo is a leading private equity investment firm building on a 30+ year history of providing equity and strategic support to experienced management teams and growing companies. "
target: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance industry. Through its SaaS solutions, it accelerates and simplifies insurance sales, compliance, operations and support.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/1/2010 via BNC Analysis

ExlService Holdings, Inc., acquired PDMA Inc

synopsis: ExlService Holdings Inc, a business process outsourcing firm, has snapped up PDMA Inc, maker of an insurance policy administration platform which is used by around 40 global insurers. The purchase price for PDMA is $14.1 million in cash (net of working capital adjustments) and expected annualized revenues are approximately $10 million.
buyer: ExlService Holdings, Inc. (EXLS:$786.25)
EXL (NASDAQ: EXLS) is a leading provider of Transformation and Outsourcing services to Global 1000 companies in multiple industries including insurance, banking, financial services, utilities, transportation and travel. "
target: PDMA Inc
Professional Data Management Again, Inc. offers administrative solutions through its product LifePRO, which offers client/server based solutions for life insurance, health insurance, and annuity administration. The company was founded in 2001 and is based in Indianapolis, Indiana.
price ($mm)[EV]
$14 [$13]
rev ($mm)
$10
EBITDA ($mm)
EV / rev
1.3x
EV / EBITDA
closed 11/11/2009 via GlobeNewswire

Blue Frog Solutions, Inc., acquired Prospect9, LLC

synopsis: Blue Frog Solutions, announced that it has entered into a definitive agreement to acquire Salt Lake City, Utah-based Prospect9 client management and marketing solutions provider to the financial services and insurance industries.
buyer: Blue Frog Solutions, Inc.
Blue Frog is a leading technology and service provider of order management and compliance solutions for the life and annuity industry. Blue Frog's compliance and order management platform, AFFIRM™, is used by some of the largest and most well respected companies in the insurance industry. "
target: Prospect9, LLC
Prospect9, LLC provides client management and marketing solutions to the insurance and financial industry. It offers I-Relay, a Web-based client relationship management and marketing platform that provides a range of tools necessary to market and manage various clients, and other relationships.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/22/2008 via PR Newswire

iPipeline, Inc., acquired COSS Development Corporation

synopsis: iPipeline, the leader in on-demand sales distribution software for insurers and financial services firms, announced it has acquired COSS Development Corporation, a leading provider of mission-critical web-enabled illustration systems and fill-able forms technology.
buyer: iPipeline, Inc.
iPipeline's channel solutions for carriers, distributors, and producers automate activities for quoting, forms processing, illustrations development, requirements ordering, contracting, and content distribution, enabling the insurance industry to market, sell, and process faster. "
target: COSS Development Corporation
Since 1987, COSS has developed premier software solutions for the life insurance and financial services industries. Our flagship COSSEnterprise™ point-of-sale suite features life insurance, annuity, mutual fund and long-term care illustrations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/10/2006 via PR Newswire

ChoicePoint, Inc., acquired Steel Card, LLC

synopsis: ChoicePoint,announced the acquisition of California-based Steel Card, LLC and its award-winning Apogee product line. Terms of the acquisition were not disclosed. Steel Card and its products will be integrated into ChoicePoint's insurance software and process outsourcing business, Insurity, based in Hartford, Connecticut.
buyer: ChoicePoint, Inc. (CPS:$0.00)
ChoicePoint helps businesses, government agencies and nonprofit organizations make better decisions through information and technology solutions. "
target: Steel Card, LLC
Steel Card is a privately held software company focused on creating solutions for the Property & Casualty insurance marketplace.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/6/2016 via GlobeNewswire

ExlService Holdings, Inc., acquired LISS Systems Limited

synopsis: EXL, a leading Operations Management and Analytics company, has acquired LISS Systems Limited, a London-based provider of digital customer acquisition and policy administration solutions for the insurance industry. Applicable in both Life & Pensions and General Insurance segments, LISS automates the end-to-end new business process.
buyer: ExlService Holdings, Inc. (EXLS:$786.25)
EXL is a leading operations management and analytics company that helps businesses enhance growth and profitability. Its proprietary award-winning Business EXLerator Framework integrates analytics, automation, benchmarking, BPO, consulting, industry best practices and technology platforms. "
target: LISS Systems Limited
LISS Systems is a leading provider of policy administration solutions for the Life and Pensions industry, combining both depth of life industry knowledge with proven expertise in the design and delivery of core system solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/22/2013 via BusinessWire

iPipeline, Inc., acquired Aplifi Inc

synopsis: iPipeline®, the leader in on-demand marketing, selling and processing solutions for the nation’s top insurance carriers, distributors and producers, announced the acquisition of Aplifi®, who has maintained a strong reputation for providing life and annuity solutions to the financial services industry.
buyer: iPipeline, Inc.
iPipeline's channel solutions for carriers, distributors, and producers automate activities for quoting, forms processing, illustrations development, requirements ordering, contracting, and content distribution, enabling the insurance industry to market, sell, and process faster. "
target parent: Bluff Point Associates
target: Aplifi Inc
Aplifi is a leading technology and service provider to the life and annuity industry. Aplifi provides a vast array of process automation and seamless integration to more than 50 of the country's largest and most well known insurance carriers along with over 1,000 distributors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/23/2020 via PR Newswire

Even Financial, acquired LeapLife

synopsis: Even Financial, the leading API for financial services search, acquisition, and monetization, has acquired LeapLife, an insurtech platform and digital life insurance agency. The acquisition allows Even Financial to commence its insurance services, aimed at simplifying and enhancing the way consumers search, compare, and get matched with insurance p
buyer: Even Financial
Even Financial is a B2B fintech company transforming the way financial institutions connect with consumers. The company connects consumers to personalized offers for loans, savings, credit cards, and more with the leading API for financial services search, acquisition, and monetization. "
target: LeapLife
LeapLife is an established insurtech platform and digital life insurance agency that utilizes data science, deep underwriting knowledge, and proprietary technology, enabling consumers to apply for instant-decision life insurance policies with real-time quotes.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/26/2019 via BNC Analysis

AutoProtect, acquired DealTrak Ltd

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

Applied Systems Inc., acquired TechCanary

synopsis: Applied Systems, a global insurance software company, has acquired TechCanary, a software company focused on the insurance industry. TechCanary provides the insurance industry with new and innovative alternatives to legacy agency management systems and generic CRM and call center solutions.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, Ireland and the United Kingdom. "
target: TechCanary
Founded in 2013, TechCanary is an InsurTech company offering the #1 insurance solution available on Salesforce. The company’s mission is to provide the insurance industry new and innovative alternatives to legacy agency management systems and generic CRM and call center solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/18/2016 via BusinessWire

Veronis Suhler Stevenson, purchased a minority stake in Connexion Point

synopsis: VSS, a private investment firm focused on the information, tech-enabled business services, healthcare IT, and education industries, announced its investment in Connexion Point, LLC. Connexion Point is a leading provider of technology-enabled healthcare services, specializing in communication lifecycle services for the healthcare industry.
buyer: Veronis Suhler Stevenson
Veronis Suhler Stevenson (VSS) is a leading private investment firm that invests in the information, business services, healthcare IT, education, media and marketing services industries in North America and Europe. "
target: Connexion Point
Connexion Point is a leading provider of technology-enabled healthcare services, specializing in communication lifecycle services for the healthcare industry. Connexion Point facilitates communication, throughout the lifecycle of the consumer, that connects the healthcare industry to their consumer.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/5/2021 via BusinessWire

Fineos, will acquire Spraoi

synopsis: FINEOS Corporation, the global leader in core systems for life, accident and health insurance, will acquire Spraoi, a Group Benefits, and Life and Annuities focused technology firm. Spraoi helps carriers to optimize results. Their SaaS-based machine learning platform provides solutions for claims management and customer experience infrastructure.
buyer: Fineos (:$121.48)
Ireland-based FINEOS is a market leader in core systems for life, accident, and health insurance carriers globally. The FINEOS Platform, powered by Amazon Web Services, provides customers full end to end core administration for group, voluntary, and individual across life, accident, and health. "
target: Spraoi
Spraoi is a Group Benefits, and Life and Annuities focused technology firm. Spraoi helps carriers to optimize results and deliver improved customer experiences. Their SaaS-based machine learning platform provides solutions for claims management and customer experience infrastructure.
price ($mm)
$4.00
rev ($mm)
$6
EBITDA ($mm)
EV / rev
1.8x
EV / EBITDA
closed 3/9/2020 via BusinessWire

Tinubu Square SAS, acquired eSurety

synopsis: Paris-based Tinubu Square, the market leader for enterprise software solutions to Credit and Surety Insurers, has acquired eSURETY, a cloud-based specialty software provider, enabling carriers, brokers, and Managing General Agents to securely apply, quote, bond, issue, and support every form of surety.
buyer: Tinubu Square SAS
Paris-based Tinubu Square is a leading SaaS platform vendor, enabling Credit Insurance & Surety digital transformation. The company provides Credit & Surety insurers with software and services that allow them to reduce their exposure to risk and their financial, operational, and technical costs. "
target: eSurety
eSURETY is a cloud-based specialty software provider, enabling carriers, brokers, and Managing General Agents to securely apply, quote, bond, issue, and support every form of surety. The company also offers a direct-to-the-consumer experience on any device or browser from anywhere in the world.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/25/2018 via Company Press Release

We are you., acquired Virtual Affairs

synopsis: We are you., a collaboration of three leading dutch digital agencies, has acquired Virtual Affairs, an international software and services company. Virtual Affairs' BankingRight and InsuranceRight solutions allows banks and insurance companies to use multiple channels and data to continually improve their customer experience.
buyer: We are you.
We are you. is a collaboration of three leading dutch digital agencies. The company is comprised of Colours, Mangrove, and Redhotminute. We are you. designs and develops websites, apps, and e-commerce platforms for customers in all industries. "
target: Virtual Affairs
Virtual Affairs is an international software and services company. Their BankingRight and InsuranceRight solutions allows banks and insurance companies to continually improve their customer experience. They also offer InvestmentRight, a feature-rich Robo-advice and wealth management solution.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/31/2011 via BusinessWire

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

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

Like AlphaTrust


read more

AlphaTrust

Vanilla

The CXApp

Level One LLC

Rsvd, LLC

Ecrion Software

GatherUp

Fullcube, Inc.

Apptimize

Intelledox

Strikedeck

Inventia

Connect First

Gowento SAS

Q-nomy Inc.

EZ-Runner Systems Ltd.

Chorally

ResponseTek Networks Corp.

SERVICE 800, Inc.

Satmetrix

read more

AlphaTrust

read more

Impact Financial Systems

Welis, LLC

iPipeline, Inc.

BlueSun, Inc.

AlphaTrust

TCP LifeSystems

Laser App Software

Resonant Software

iPipeline, Inc.

Aplifi Inc

XRAE

Assureweb

GaleForce Solutions, Inc.

AgencyWorks

COSS Development Corporation

read more

IXN Tech

Flexible Architecture and Simplified Technology, LLC

iPipeline, Inc.

Quality Insurance Services

Kronos Technologies

iPipeline, Inc.

PDMA Inc

Prospect9, LLC

COSS Development Corporation

Steel Card, LLC

LISS Systems Limited

Aplifi Inc

LeapLife

DealTrak Ltd

TechCanary

Connexion Point

Spraoi

eSurety

Virtual Affairs

Artizan Internet Services, LLC.

Geography
Matching Companies
Ticker: ENXTPA:NEO
 
 
 
 
 
 
 
 
NeoPost SA
NeoPost SA
NEOPOST is the number 2 global supplier in Mail Solutions and a major player in the field of Digital Communications and Shipping Solutions. Its aim is to help companies improve the way they manage interactions with their clients and stakeholders.
year
2020
rev ($mm)
$1,270.71
EBITDA ($mm)
$265.01
EBIT ($mm)
$174.34
Net Income ($mm)
Employees
5577
  • drill down
  • watch
Ticker: MDLA
 
 
 
 
 
 
 
 
Medallia
Medallia
Medallia is the pioneer and market leader in Customer Experience Management. Medallia's award-winning SaaS platform, the Medallia Experience Cloud, leads the market in the understanding and management of experience for customers, employees and citizens.
year
2021
rev ($mm)
$477.22
EBITDA ($mm)
($108.98)
EBIT ($mm)
($138.03)
Net Income ($mm)
Employees
1579
  • drill down
  • watch
Ticker: BIT:NSP
 
 
 
 
 
 
 
 
Neosperience
Neosperience
Neosperience is an Italian leader in digital customer experience solutions. Neosperience helps organizations engage, understand and grow their customer base. Their Neosperience Cloud platform enables businesses to deliver relevant experiences that drive loyalty and increase value.
year
2020
rev ($mm)
$21.79
EBITDA ($mm)
$5.14
EBIT ($mm)
$1.34
Net Income ($mm)
$0.76
Employees
118
  • drill down
  • watch
Ticker: ASX:MBM
 
 
 
 
 
 
 
 
Mobecom Limited
Mobecom Limited
Mobecom is an enterprise customer experience management platform with a focus on the loyalty and rewards industry. The company's core Mosaic software helps businesses across a range of industries customer, operate and manage their own loyalty programs.
year
2020
rev ($mm)
$2.14
EBITDA ($mm)
($4.48)
EBIT ($mm)
($4.58)
Net Income ($mm)
$1.29
Employees
0
  • drill down
  • watch
Ticker: DXM
 
 
 
 
 
 
 
 
Dex Media, Inc.
Dex Media, Inc.
Dex Media, Inc. is the leading provider of marketing solutions for local businesses. They partner with local businesses across the U.S. to help them get found, get chosen, and get talked about. Dex Media offers website, print, mobile, social media, and search engine marketing solutions.
year
2020
rev ($mm)
$1,207.64
EBITDA ($mm)
$316.98
EBIT ($mm)
$181.02
Net Income ($mm)
$37.37
Employees
2411
  • drill down
  • watch
Ticker: DOX
 
 
 
 
 
 
 
 
Amdocs Ltd.
Amdocs Ltd.
Amdocs brings telecom companies and their customers together. The company is a leading supplier of customer experience software and services for business support systems and operational support systems, used by telecommunications providers to manage delivery of voice, data, and wireless services.
year
2021
rev ($mm)
$4,214.23
EBITDA ($mm)
$805.21
EBIT ($mm)
$603.61
Net Income ($mm)
$673.57
Employees
27000
  • drill down
  • watch
Ticker: FIVN
 
 
 
 
 
 
 
 
Five9, Inc.
Five9, Inc.
Five9 is a leading provider of cloud contact center software for the intelligent contact center space. Five9 provides end-to-end solutions with omnichannel routing, analytics, workforce optimization, and AI to increase agent productivity and deliver tangible business results.
year
2020
rev ($mm)
$399.29
EBITDA ($mm)
$11.21
EBIT ($mm)
($10.28)
Net Income ($mm)
Employees
1210
  • drill down
  • watch
Ticker: CRM
 
 
 
 
 
 
 
 
Salesforce.com, Inc.
Salesforce.com, Inc.
Salesforce.com, Inc., the Customer Success Platform and world's #1 CRM company, empowers companies to connect with their customers in a whole new way. Their Salesforce Service Cloud customer service app empowers enterprises to deliver amazing customer service experiences anywhere and on any device.
year
2020
rev ($mm)
$20,286.00
EBITDA ($mm)
$2,022.00
EBIT ($mm)
$266.00
Net Income ($mm)
$3,557.00
Employees
49000
  • drill down
  • watch
Ticker: PEGA
 
 
 
 
 
 
 
 
Pegasystems, Inc.
Pegasystems, Inc.
Pegasystems delivers business agility and empowers organizations to rapidly improve execution and seize new opportunities. Pegasystems is the recognized leader in business process management and is also ranked as a leader in customer relationship management software by leading industry analysts.
year
2020
rev ($mm)
$995.46
EBITDA ($mm)
($119.27)
EBIT ($mm)
($139.34)
Net Income ($mm)
Employees
5155
  • drill down
  • watch
Ticker: TOTS3
 
 
 
 
 
 
 
 
TOTVS S.A.
TOTVS S.A.
TOTVS is a top management software provider, platform and business consulting. Its operations are conducted by three concepts: fluid technology, essentiality and agile ERP, complemented by vertical solutions, Business Consulting, Cloud and SaaS.
year
2019
rev ($mm)
$438.10
EBITDA ($mm)
$73.50
EBIT ($mm)
$59.92
Net Income ($mm)
$40.27
Employees
0
  • drill down
  • watch
Ticker: VELT
 
 
 
 
 
 
 
 
Velti plc
Velti plc
Velti is a global provider of mobile marketing and advertising technology and solutions that enable brands, advertising agencies, mobile operators and media to implement highly targeted, interactive and measurable campaigns by communicating with and engaging consumers via their mobile devices.
year
2011
rev ($mm)
$189.20
EBITDA ($mm)
($0.46)
EBIT ($mm)
($3.47)
Net Income ($mm)
Employees
1036
  • drill down
  • watch
Ticker: AIM:KBT
 
 
 
 
 
 
 
 
K3 Business Technology Group plc
K3 Business Technology Group plc
K3 is a leading global supplier of integrated business systems to retailers, manufacturers and distributors. K3 has over 25 years’ experience of delivering award winning solutions for more than 3000 customers across 20 countries.
year
2020
rev ($mm)
$108.52
EBITDA ($mm)
($14.69)
EBIT ($mm)
($18.67)
Net Income ($mm)
Employees
690
  • drill down
  • watch
Ticker: LTBG
 
 
 
 
 
 
 
 
Lightbridge, Inc.
Lightbridge has helped telecommunications carriers adapt to new customer transaction models. Today, Lightbridge is leveraging our domain expertise to deliver new, cross-industry solutions that make it easier for businesses to manage customer transactions that are driven by wireless and Internet tec
year
2005
rev ($mm)
$108.30
EBITDA ($mm)
$6.30
EBIT ($mm)
($4.60)
Net Income ($mm)
$19.00
Employees
0
  • drill down
  • watch
Ticker: JASDAQ:385
 
 
 
 
 
 
 
 
Synergy Marketing, Inc.
Synergy Marketing, Inc.
Synergy Marketing, Inc. is a marketing technology company in Japan. It offers customer relationship management (CRM) implementation through cloud and agent services, such as building and maintaining IT infrastructure, and planning CRM implementation.
year
2014
rev ($mm)
$38.65
EBITDA ($mm)
$5.52
EBIT ($mm)
$3.36
Net Income ($mm)
$4.31
Employees
208
  • drill down
  • watch
Ticker: ENXTPA:ALBFR
 
 
 
 
 
 
 
 
Sidetrade SA
Sidetrade SA
Sidetrade is a SaaS pioneer, offering companies solutions for financial customer relationship management. Sidetrade combines its cloud computing technology, Sidetrade Network, with expert resources and best practice to create value for companies.
year
2020
rev ($mm)
$32.78
EBITDA ($mm)
$3.53
EBIT ($mm)
$3.44
Net Income ($mm)
$3.27
Employees
229
  • 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: 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
  • drill down
  • watch
Ticker: WSE:ALL)
 
 
 
 
 
 
 
 
Ailleron S.A.
Ailleron S.A.
Ailleron is a Polish technology company that delivers innovative solutions. Ailleron's flagship products include iLumio; a state-of-the-art system the provides hotel services at every stage of a guest's stay, and Livebank; a virtual bank branch solution that lets banks better engage with customers.
year
2020
rev ($mm)
$38.04
EBITDA ($mm)
$2.96
EBIT ($mm)
$1.05
Net Income ($mm)
$0.18
Employees
0
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Fineos
Fineos
Ireland-based FINEOS is a market leader in core systems for life, accident, and health insurance carriers globally. The FINEOS Platform, powered by Amazon Web Services, provides customers full end to end core administration for group, voluntary, and individual across life, accident, and health.
year
2020
rev ($mm)
$121.48
EBITDA ($mm)
($8.38)
EBIT ($mm)
($3.72)
Net Income ($mm)
Employees
1000
  • drill down
  • watch
Ticker: GWRE
 
 
 
 
 
 
 
 
Guidewire Software, Inc.
Guidewire Software, Inc.
Guidewire Software, Inc. provides system software to the property and casualty insurance industry primarily in the United States, Canada, and Australia. It provides Internet-based software platforms for core insurance operations.
year
2017
rev ($mm)
$514.28
EBITDA ($mm)
$47.34
EBIT ($mm)
$28.61
Net Income ($mm)
$21.22
Employees
1893
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Bravura Solutions Limited
Bravura Solutions Limited
Bravura Solutions is a leading provider of software solutions for the wealth management, life insurance and fund administration industries, underpinned by functionally rich technology that enables modernisation, consolidation and simplification.
year
2020
rev ($mm)
$194.13
EBITDA ($mm)
$45.84
EBIT ($mm)
$36.98
Net Income ($mm)
$28.29
Employees
1442
  • drill down
  • watch
Ticker: EBIX
 
 
 
 
 
 
 
 
Ebix, Inc.
Ebix, Inc.
Ebix is a leading international supplier of On-Demand software and E-commerce services to the insurance industry. It provides solutions ranging from infrastructure exchanges and risk compliance solutions to custom software development for all entities involved in the insurance industry.
year
2019
rev ($mm)
$570.76
EBITDA ($mm)
$158.83
EBIT ($mm)
$144.44
Net Income ($mm)
$83.58
Employees
9263
  • drill down
  • watch
Ticker: ASX:RKN
 
 
 
 
 
 
 
 
Reckon Limited
Reckon Limited
Reckon Limited (RKN) is an Australian publicly listed company well known as a leading provider of software solutions for accounting and bookkeeping professionals, as well as small to medium sized businesses, small office/home office users and personal wealth management.
year
2020
rev ($mm)
$54.95
EBITDA ($mm)
$9.52
EBIT ($mm)
$8.47
Net Income ($mm)
$5.93
Employees
118
  • drill down
  • watch