Like Maxwell Health

closed 6/6/2018 via PR Newswire

Sun Life Financial Inc., acquired Maxwell Health

synopsis: Sun Life Financial, a leading international financial services organization, announced that it has acquired Maxwell Health, an innovative start-up with an employee benefits platform that makes benefits and HR administration simple for employers and their employees.
buyer: Sun Life Financial Inc. (SLF:$26,356.07)
Sun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate clients. "
target: Maxwell Health
Maxwell Health simplifies benefits and HR for small-to-mid-sized employers. The platform includes a marketplace that makes buying benefits intuitive for employees, tools that streamline HR processes including benefits administration and payroll, and a mobile app that makes using benefits easy.
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announced 11/4/2020 via BNC Analysis

PayGroup Ltd, will acquire Payroll HQ

synopsis: PayGroup Limited, an Australia-based provider of human capital management (HCM) services and solutions, will acquire Payroll HQ Pty Ltd, Australia's best payroll outsourcing company. Payroll HQ offers fully managed payroll services. Their cloud-based solutions allows clients to access their payroll systems at anytime, anywhere and from any device.
buyer: PayGroup Ltd (ASX:PYG:$7.32)
PayGroup is an Australia-based provider of human capital management (HCM) services and solutions. PayGroup provides cloud-based payroll and workforce management solutions to multinational companies in the Asia Pacific region. "
target: Payroll HQ
Payroll HQ is Australia's best payroll outsourcing company. Payroll HQ offers fully managed payroll services that provide peace of mind and compliant payrolls. Their cloud-based solutions allows clients to access their payroll systems at anytime, anywhere and from any device.
price ($mm)
$1.80
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closed 10/7/2020 via BusinessWire

SherWeb, acquired PurelyHR

synopsis: Sherweb, a global cloud solutions provider, announced it has acquired PurelyHR, a Canadian human resources software company dedicated to developing an intuitive HR management platform, with modules that help businesses manage employee leave, time-off and performance.
buyer: SherWeb
Sherweb is a global cloud solutions provider and winner of many industry awards and recognitions. They support their customers with business strategies, cloud services, operations and go-to-market expertise. "
target: PurelyHR
PurelyHR, founded in 2010 in Dieppe, New Brunswick, Canada, is a human resources software company dedicated to developing an intuitive HR management platform, with modules that help businesses manage employee leave, time-off and performance.
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closed 10/7/2020 via PR Web

TRICORE merged with Payday Payroll,

synopsis: Tricore HCM, a provider of fully integrated human capital management solutions, and Payday Payroll have merged to form the all-new Payday brand. With each company bringing a range of complementary HR, payroll, and benefits services to the table, the new brand is strategically positioned to support the entire employee lifecycle of its clients.
buyer: Payday Payroll
Payday is a fully integrated HR, benefits, and payroll provider. Rooted in personal service and powered by cutting-edge technology, the company delivers best-in-class solutions, custom-designed for exact client specifications. "
target: TRICORE
Tricore provides businesses and non-profit organizations with affordable, scalable, dependable HCM (Human Capital Management) solutions that simplify the management of human capital. Tricore helps clients minimize complexity and maximize efficiency.
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closed 9/24/2020 via Company Press Release

Exact Holding N.V., acquired Officient

synopsis: Exact, a leading provider of business and accounting software, has acquired Officient, a Belgian HR software provider. Officient enables SMEs to get more out of HR administration. Their platform allows users to manage payroll, employee benefits, company assets, contracts, days off, fleet, performance reviews and all employee data in one HR system.
buyer parent: Kohlberg Kravis Roberts & Co.
buyer: Exact Holding N.V. (EXACT:$199.46)
Exact is a leading provider of business and accounting software. Exact’s mid-market enterprise resource planning (“ERP”) solutions are used by over 18,500 mid-sized firms. The company’s integrated software suite includes Financial Management, Logistics, CRM, HR and Payroll. "
target: Officient
Officient is a Belgian HR software provider. Officient enables SMEs to get more out of HR administration. Their intuitive and integrated platform allows users to manage payroll, employee benefits, company assets, contracts, days off, fleet, performance reviews and all employee data in one HR system.
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announced 9/4/2020 via Company Press Release

Linx S.A., will acquire Humanus

synopsis: Linx, a leading provider of cloud-based ERP and POS management software solutions in Brazil, will acquire Humanus, a Brazilian provider of payroll management and HCM software solutions. Humanus offers an intuitive HR system. Their cloud-based system integrates all HR procedures to help organizations optimize their time and reduce errors.
buyer: Linx S.A. (BOVESPA:LINX3:$161.38)
Linx is a leading provider of cloud-based ERP and POS management software solutions in Brazil. They are focused on developing and providing affordable, easy-to-use, reliable and seamlessly integrated software solutions to retailers in Latin America. "
target: Humanus
Humanus is a Brazilian provider of payroll management and HCM software solutions. Humanus offers a flexible, intuitive and easy to operate HR system. Their cloud-based system automates processes and integrates all HR procedures to help organizations optimize their time and reduce errors.
price ($mm)
$3.49
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closed 7/15/2020 via BNC Analysis

PayGroup Ltd, acquired TalentOz

synopsis: PayGroup Ltd., an Australia-based provider of human capital management (HCM) services and solutions, has acquired TalentOz Sdn. Bhd. from SMRT Holdings Bhd., a Malaysian investment holding company. TalentOz is a Malaysian provider of cloud-based HCM solutions. TalentOz provides an HCM suite that helps improve workforce efficiency and productivity.
buyer: PayGroup Ltd (ASX:PYG:$7.32)
PayGroup is an Australia-based provider of human capital management (HCM) services and solutions. PayGroup provides cloud-based payroll and workforce management solutions to multinational companies in the Asia Pacific region. "
target parent: SMRT Holdings Bhd.
target: TalentOz
TalentOz is a Malaysian provider of cloud-based human capital management (HCM) solutions. TalentOz provides a comprehensive HCM suite that integrates recruitment, onboarding, talent management, performance management, and more to improve workforce efficiency, effectiveness and productivity.
price ($mm)
$0.82
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closed 9/10/2020 via BusinessWire

SilverLake, acquired Silae

synopsis: Silver Lake, the global leader in technology investing, announced that it has completed the acquisition of 100% of Silae, a specialist provider of cloud-based payroll and HR software for the French market, from its founding shareholders.
buyer: SilverLake
Silver Lake is the global leader in technology investing, with over $43 billion in combined assets under management and committed capital and a team of approximately 100 investment and operating professionals located in Silicon Valley, New York, London and Hong Kong. "
target: Silae
Founded in 2010 and headquartered in Aix-en-Provence, France, Silae is a provider of cloud-based Payroll and HR software, offering a broad range of solutions to more than 550,000 businesses in partnership with its strong network of CPA and HR outsourcing partners.
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closed 6/19/2020 via PR Newswire

Group Management Services, acquired Corporate Business Solutions

synopsis: Group Management Services (GMS), a Professional Employer Organization (PEO), has acquired Corporate Business Solutions (CBS), a human resources outsourcing provider. CBS provides tailored HR and payroll solutions that help their clients to save money and identify and retain talent.
buyer: Group Management Services
Group Management Services (GMS) is a Professional Employer Organization (PEO). GMS provides comprehensive HR solutions to companies of all sizes throughout the United States. Their services include payroll, HR, risk management, and benefits. "
target: Corporate Business Solutions
Corporate Business Solutions (CBS) is a human resources outsourcing provider. CBS provides tailored HR and payroll solutions that help their clients to save money and identify and retain talent. Their iManage software solution enables organizations to improve and streamline their HR department.
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closed 6/3/2020 via BNC Analysis

TeamSystem SpA, acquired Beneficy

synopsis: TeamSystem, an Italian provider of business management solutions, has acquired a 51% stake in Beneficy, a cloud platform for corporate welfare plans in Italy. Beneficy simplifies welfare plans for SMEs. Their platform enables companies to create and manage welfare plans that allow employees to choose the services that best suit their needs.
buyer parent: Hellman & Friedman LLC
buyer: TeamSystem SpA
TeamSystem is the largest provider of accounting, payroll, and business management software for accountants and small and medium-sized enterprises in Italy. The Company offers a broad range of mission-critical, on-premise, and cloud solutions to a diversified base of its customers. "
target: Beneficy
Beneficy is a cloud platform for corporate welfare plans in Italy. Beneficy simplifies welfare plans for SMEs. Their platform enables companies to create and manage corporate welfare plans that allow employees to choose the services that best suit their needs.
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closed 5/29/2020 via Company Press Release

SD Worx, acquired GlobePayroll

synopsis: Payroll and HR service provider SD Worx has acquired all the shares of GlobePayroll. Founded at the end of 2015, GlobePayroll develops cloud-based technology for HR and payroll. Their solutions, including extended workforce management, are all in one central, secure, easily accessible place.
buyer: SD Worx
Belgium-based SD Worx is a supplier of people solutions, enabling organisations to use HR to deliver added value to their businesses. SD Worx is the co-founder of the Payroll Services Alliance, a global strategic network of payroll companies that together handle 32 million payroll calculations. "
target: GlobePayroll
Founded at the end of 2015, GlobePayroll develops cloud-based technology for HR and payroll. Their solutions, including extended workforce management, are all in one central, secure, easily accessible place. They are based in France.
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closed 5/20/2020 via PR Newswire

Timecentric Inc., acquired Time Rack

synopsis: Timecentric Inc, an HR tech investment group focused on early stage technologies that show high growth potential, has acquired Time Rack Inc., a leading provider of time and labor management software. Time Rack offers a cloud-based front end system for payroll, time and attendance, HR and mobile all rolled into one complete package.
buyer: Timecentric Inc.
Timecentric Inc. is an HR tech investment firm focused on efficiency and high growth technologies led by Adam Day, Bill Loss, Andy Burdsall, and Greg Javins. Each lead investor brings extensive experience in the areas of payroll, HR, finance, and technology. "
target: Time Rack
Time Rack is a leading provider of time and labor management software. Time Rack offers a cloud-based front end system for payroll, time and attendance, HR and mobile all rolled into one complete package. Their flexible and efficient product makes it easier to manage and process employee time.
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closed 5/13/2020 via Company Press Release

Visma Advantage, acquired Nmbrs

synopsis: Visma Group, the leading provider of business software and business processes for accounting & payroll, has acquired Nmbrs, an Amsterdam-based supplier of HR and payroll software. Nmbrs offers an online platform for optimizing and managing HR and payroll processes.
buyer parent: Kohlberg Kravis Roberts & Co.
buyer: Visma Advantage
Visma is the leading provider of business software and business processes for accounting & payroll. The group comprises five business areas which are Visma Software, Visma BPO Accounting & Payroll, Visma Procurement & Collecting, Visma Retail and Visma System Development & Integration. "
target: Nmbrs
Nmbrs is an Amsterdam-based HR and payroll software supplier. Nmbrs offers an online platform for optimizing and managing HR and payroll processes. Their platform enables users to create hundreds of payslips and keep up to date with information relating to their employees.
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announced 4/1/2020 via BNC Analysis

Fan Mee Mee and Fan Soon Hee, will acquire JAG Systems Sdn. Bhd.

synopsis: Fan Mee Mee and Fan Soon are to acquire JAG Systems Sdn. Bhd. from JAG Berhad. JAG Systems provides highly scalable solutions that help simplify and improve Human Resource Management System for businesses of all sizes and industries. They are based in Malaysia.
buyer: Fan Mee Mee and Fan Soon Hee
Fan Mee Mee and Fan Soon Hee are listed as the Purchasers for the acquisition of JAG Systems Sdn. Bhd. from JAG Berhad. "
target parent: JAG Berhad
target: JAG Systems Sdn. Bhd.
JAG Systems provides highly scalable solutions that help simplify and improve Human Resource Management System for businesses of all sizes and industries. They are based in Malaysia.
price ($mm)
$0.06
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closed 3/5/2020 via BusinessWire

Access Group, acquired CoreHR

synopsis: The Access Group announced the acquisition of CoreHR, a UK and Ireland market leader in HR and Payroll software for Mid-Market & Enterprise level businesses. Their intuitive and innovative people-centric SaaS solutions enable leaders to unleash the untapped potential of their employees across their organization.
buyer parent: TA Associates
buyer: Access Group
Access is a leading provider of business software to the UK mid-market. Their portfolio of solutions includes ERP, finance, HR, Payroll, recruitment, warehousing, business intelligence, professional service automation, manufacturing, and more. "
target: CoreHR
CoreHR provides HR and Payroll solutions to some of the world's leading organisations. Their intuitive and innovative people-centric SaaS solutions enable leaders to unleash the untapped potential of their employees across their organization.
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closed 4/1/2020 via BusinessWire

Ultimate Software Group merged with Kronos Incorporated,

synopsis: Kronos Incorporated, a leading provider of workforce management and human capital management cloud solutions, has merged with Ultimate Software, a leading provider of cloud-based human capital management solutions.
buyer parent: Hellman & Friedman LLC
buyer: Kronos Incorporated
Kronos is a leading provider of workforce management and human capital management cloud solutions. Kronos industry-centric workforce applications are purpose-built for businesses, healthcare providers, educational institutions, and government agencies of all sizes. "
target parent: Blackstone Group LP
target: Ultimate Software Group (ULTI:$1,140.55)
Ultimate Software is a leading provider of cloud-based human capital management solutions. Ultimate’s award-winning UltiPro delivers HR, payroll, talent, and time and labor management solutions that connect people with the information they need to work more effectively.
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closed 12/23/2019 via Company Press Release

HgCapital, acquired Personal & Informatik AG

synopsis: Hg, Europe’s leading software investor, announced an investment in Personal & Informatik AG (“P&I”), a leading provider of cloud-based HR software, headquartered in Germany, acquiring the holding from funds advised by Permira, the global private equity firm. Hg managed funds will become the majority shareholder in the business.
buyer: HgCapital
Hg is a private equity firm with a deep sector focus primarily targeting European middle-market buyouts with enterprise values of between £80 million and £500 million across the Technology, Services and Industrial Technology sectors; and lower mid-market buyouts in the Technology sector. "
target parent: Permira
target: Personal & Informatik AG (PUI:$87.90)
Personal & Informatik AG provides integrated software solutions for payroll, time management, and human resources (HR) management in Germany, Switzerland, Austria, and internationally.
price ($mm)
$2,215
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closed 12/18/2019 via Company Press Release

CIPHR, acquired Payroll Business Solutions Ltd

synopsis: CIPHR is pleased to announce that it has completed the acquisition of its long-term strategic software and services partner, Payroll Business Solutions (PBS).  PBS provides end-to-end payroll solutions, offering both on-premise and hosted payroll software as well as fully managed payroll and bureau services.
buyer parent: Lloyds Banking Group
buyer: CIPHR
CIPHR is a leading UK provider of cloud-based HR, payroll, recruitment and learning software that helps clients securely connect their people data across the whole organisation. CIPHR also offers fully integrated HR and payroll through CIPHR Payroll: powerful, reliable and scalable payroll software."
target: Payroll Business Solutions Ltd
Payroll Business Solutions (PBS) is strategic software and services provider. PBS provides end-to-end payroll solutions, offering both on-premise and hosted payroll software as well as fully managed payroll and bureau services.
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closed 11/28/2019 via Company Press Release

The Sage Group plc., acquired CakeHR

synopsis: Sage, a global market leader for business technology, has acquired London-based CakeHR, a native cloud solution that simplifies and automates HR tasks for small businesses, helping them drive productivity. The acquisition builds out Sage Business Cloud, boosting Sage’s native cloud offering for small businesses, and advancing its SaaS vision.
buyer: The Sage Group plc. (LSE:SGE:$2,459.53)
Sage is a global market leader for technology that helps businesses of all sizes manage everything from money to people. They accomplish this via Sage Business Cloud, a business management solution comprising Accounting, Sage Intacct, Enterprise Management, People & Payroll, and Payments & Banking. "
target: CakeHR
CakeHR is a UK based HR software company that streamlines human resource management. CakeHR provides cloud services that drive productivity and create transparency, including leave management, automation of the joining and leaving process, management of expenses approvals, and paying employees.
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closed 11/20/2019 via Company Press Release

Access Group, acquired People HR

synopsis: The Access Group, one of the UK’s leading software providers for mid-sized organisations, announced the acquisitions of People HR, a Doncaster based HR solutions provider. People HR is a leader in the HR systems market in the UK, with more than 5,000 companies utilising their solution to transform their organisations into social enterprises.
buyer parent: TA Associates
buyer: Access Group
Access is a leading provider of business software to the UK mid-market. Their portfolio of solutions includes ERP, finance, HR, Payroll, recruitment, warehousing, business intelligence, professional service automation, manufacturing, and more. "
target: People HR
People HR is a Doncaster based HR solutions provider that has fast become a leader in the HR systems market in the UK, with more than 5,000 companies utilising their solution to transform their organisations into social enterprises.
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closed 6/6/2018 via PR Newswire

Sun Life Financial Inc., acquired Maxwell Health

synopsis: Sun Life Financial, a leading international financial services organization, announced that it has acquired Maxwell Health, an innovative start-up with an employee benefits platform that makes benefits and HR administration simple for employers and their employees.
buyer: Sun Life Financial Inc. (SLF:$26,356.07)
Sun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate clients. "
target: Maxwell Health
Maxwell Health simplifies benefits and HR for small-to-mid-sized employers. The platform includes a marketplace that makes buying benefits intuitive for employees, tools that streamline HR processes including benefits administration and payroll, and a mobile app that makes using benefits easy.
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closed 6/6/2018 via PR Newswire

Sun Life Financial Inc., acquired Maxwell Health

synopsis: Sun Life Financial, a leading international financial services organization, announced that it has acquired Maxwell Health, an innovative start-up with an employee benefits platform that makes benefits and HR administration simple for employers and their employees.
buyer: Sun Life Financial Inc. (SLF:$26,356.07)
Sun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate clients. "
target: Maxwell Health
Maxwell Health simplifies benefits and HR for small-to-mid-sized employers. The platform includes a marketplace that makes buying benefits intuitive for employees, tools that streamline HR processes including benefits administration and payroll, and a mobile app that makes using benefits easy.
price ($mm)
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announced 5/27/2020 via BNC Analysis

M&G plc, will acquire Ascentric

synopsis: M&G, an international savings and investment business, will acquire Ascentric from Royal London, a mutual life insurance, pensions and investment company in the UK. Ascentric is a digital wrap and wealth management platform in the UK. Ascentric's platform enables financial advisers to manage their clients’ financial needs in just one place.
buyer: M&G plc (LSE:MNG:$41,560.33)
M&G is an international savings and investment business. M&G serves customers through two brands: M&G Investments - an asset manager; and Prudential which manages long-term savings, investments and retirement solutions. M&G manages investments for both individuals and large institutional investors. "
target parent: Royal London
target: Ascentric
Ascentric is a leading digital wrap and wealth management platform in the UK. Ascentric offers a fully integrated online investment management and dealing platform that enables financial advisers to manage their clients’ financial needs in just one place.
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announced 7/19/2018 via Company Press Release

JLT Employee Benefits, will acquire Moola

synopsis: JLT Employee Benefits (JLT), one of the UK’s leading employee benefit providers, has acquired the award-winning digital saving and investment service Moola, subject to regulatory approval. Moola is an innovative, affordable and consumer-friendly investment service.
buyer parent: Jardine Lloyd Thompson Group PLC
buyer: JLT Employee Benefits
JLT Employee Benefits is one of the UK’s leading employee benefit providers. JLT Employee Benefits offers a single centralised source for all pension and benefit requirements. They inform, consult and deliver. "
target: Moola
Moola is a digital saving and investment service. Moola is an innovative, affordable and consumer-friendly investment service. It offers customers the opportunity to invest in Individual Savings Accounts (ISAs), Generalised Investment Accounts (GIA), as well as ethical and tax efficient portfolios.
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announced 5/30/2018 via PR Newswire

Metal Pay, will acquire Crumbs Technologies Inc.

synopsis: Metal Pay, a blockchain-based financial services company, will acquire Crumbs Technologies Inc., an innovative micro investing app that allows users to invest in digital assets. Crumbs lets users invest in digital assets with their spare change from credit and debit cards. The spare change goes into their own customizable indexes of digital assets.
buyer: Metal Pay
Metal Pay is reimagining money by putting digital assets in the hands of every person in the world. By creating an ecosystem of products, Metal meets the needs of all types of users. Metal's portfolio of products makes it simple, enjoyable and rewarding to participate in the new financial system. "
target: Crumbs Technologies Inc.
Crumbs Technologies combines the power of micro-investing with the performance of digital assets in their app, Crumbs. Crumbs lets users invest in digital assets with their spare change from credit and debit cards. The spare change goes into their own customizable indexes of digital assets.
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announced 5/21/2007 via Company Press Release

Advent International Corporation, will acquire Lloyds TSB Registrars

synopsis: Advent International, one of the world's leading global private equity firms, today signed an agreement with Lloyds TSB plc to acquire its subsidiary Lloyds TSB Registrars for a total consideration of £550 million ($1.1 billion), subject to completion and other adjustments.
buyer: Advent International Corporation
Advent International has one of the world's largest and most experienced private equity teams, with over 100 investment professionals in 15 countries. As an active, hands-on investor, we apply our resources, expertise and experience to help management teams achieve their growth objectives. "
target: Lloyds TSB Registrars
Lloyds TSB Registrars is the UK's leading provider of share registration services. We act as Registrar for over 800 companies including around 60% of the FTSE 100, and manage some 24 million shareholder accounts.
price ($mm)
$1,137
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closed 3/29/2007 via PR Newswire

oneShield, Inc., purchased ebis insurance billing application from Mellon Financial Corporation

synopsis: oneShield, Inc., a leading provider of innovative technology driven policy administration, automated business rules and workflow solutions to the property and casualty insurance industry, has acquired the ebis insurance billing application from Mellon Financial Corporation to further expand their Dragon product offering.
buyer: oneShield, Inc.
oneShield is a provider of browser-based solutions to automate the sales and service of insurance and bond products for insurance carriers, major brokers. Our flagship product, oneShield Dragon, is a tools- based, data-driven insurance underwriting, policy administration, rating and workflow engine."
seller: Mellon Financial Corporation
Mellon Financial Corporation is one of the world's leading providers of financial services for institutions, corporations and high net worth individuals, providing asset management, private wealth management, asset servicing, and payment solutions and investor services.
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closed 12/16/2019 via BusinessWire

YieldStreet, Inc., acquired WealthFlex

synopsis: YieldStreet has acquired WealthFlex, a digital IRA platform providing investors with access to private investment opportunities through self-directed IRAs. The acquisition expands YieldStreet’s product portfolio to include a tech-forward IRA offering, while providing investors with greater access to alternative investment opportunities.
buyer: YieldStreet, Inc.
YieldStreet is striving to become the world’s largest digital wealth management platform to help investors realize their next level. YieldStreet transforms the investing landscape by opening up access to institutional quality investments for individual investors across a range of asset classes. "
target: WealthFlex
WealthFlex is transforming the self-directed IRA by offering an ultra-intuitive online platform that makes it easy, fast, flexible, and cost-effective to access higher-yield private investments. WealthFlex provides instant access to investable cash with no need for plan administrator involvement.
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closed 12/15/2016 via BNC Analysis

Trustees Australia Limited, acquired Cashwerkz Pty Ltd

synopsis: Trustees Australia is pleased to advise that it has entered into a heads of agreement to acquires the issued capital of Cashwerkz Pty Ltd, an innovative Australian fin-tech company. Cashwerkz is an online term deposit marketplace and cash management platform.
buyer: Trustees Australia Limited (ASX:TAU:$2.86)
Trustees Australia is an ASX listed financial services business holding ASIC licences which allow it specialise in providing Responsible Entity, Trustee and Custodian services for asset management and administration for its own funds and on behalf of others. "
target: Cashwerkz Pty Ltd
Cashwerkz is an online term deposit marketplace and cash management platform. Cashwerkz is a new term deposit investing hub, designed for the pros and now freely available to anyone who wants to actively manage their cash.
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announced 10/28/2009 via AP - Associated Press

Monex Group, Inc., will acquire ORIX Securities Coporation

synopsis: Monex Group Inc, Japan's No. 3 online broker, will buy the securities unit of Orix Corp in a deal that will create the country's second-largest online broker. By forming a broker with more than $23 billion in client assets in over 1.3 million accounts, the two will be able to cut costs and beef up product and service line-ups.
buyer: Monex Group, Inc.
Monex Group, Inc., through its susidiaries, provides online brokerage and investment advisory services such as stocks, mutual funds, bonds, alternative investment products, fixed income products, and forex products for individuals. "
target parent: ORIX Corporation
target: ORIX Securities Coporation
ORIX Securities Corporation assists corporate clients with initial public offering and capital market fund management in addition to operating retail investor-oriented online services such as the discount brokerage "ORIX Online" and foreign exchange margin brokerage "ORIX FX".
price ($mm)
$275
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announced 10/9/2020 via Market Watch

TP ICAP, will acquire Liquidnet, Inc.

synopsis: UK-based TP ICAP PLC will acquire Liquidnet Holdings Inc., an electronic trading network. The acquisition of Liquidnet is a transformational deal that will diversify TC ICAP's business mix and contribute to boosting revenue growth and underlying operating margin.
buyer: TP ICAP (LSE:TCAP:$2,398.01)
Headquartered in London, TP ICAP is a global firm of professional intermediaries that plays a pivotal role in the world’s financial, energy, and commodities markets. TP ICAP provides comprehensive analysis and insight into market conditions and long-term trends. "
target: Liquidnet, Inc.
Liquidnet is a technology-driven, global institutional investment network, connecting the world’s investors to the world’s investments. Its network spans 45 markets and connects institutional brokers, investment banks, exchanges, alternative trading venues, and data and research providers.
price ($mm)
$575
rev ($mm)
$339
EBITDA ($mm)
$64
EV / rev
2.1x
EV / EBITDA
10.9x
announced 10/9/2020 via Market Watch

TP ICAP, will acquire Liquidnet, Inc.

synopsis: UK-based TP ICAP PLC will acquire Liquidnet Holdings Inc., an electronic trading network. The acquisition of Liquidnet is a transformational deal that will diversify TC ICAP's business mix and contribute to boosting revenue growth and underlying operating margin.
buyer: TP ICAP (LSE:TCAP:$2,398.01)
Headquartered in London, TP ICAP is a global firm of professional intermediaries that plays a pivotal role in the world’s financial, energy, and commodities markets. TP ICAP provides comprehensive analysis and insight into market conditions and long-term trends. "
target: Liquidnet, Inc.
Liquidnet is a technology-driven, global institutional investment network, connecting the world’s investors to the world’s investments. Its network spans 45 markets and connects institutional brokers, investment banks, exchanges, alternative trading venues, and data and research providers.
price ($mm)
$575
rev ($mm)
$339
EBITDA ($mm)
$64
EV / rev
2.1x
EV / EBITDA
10.9x
closed 12/1/2005 via PR Newswire

E-Trade Financial Corp., acquired BrownCo

synopsis: E*TRADE FINANCIAL Corporation ET today announced it has completed the acquisition of BrownCo, an online brokerage service of JPMorgan Chase & Co.
buyer: E-Trade Financial Corp. (ETFC:$2,937.00)
The E*Trade Financial family of companies provide financial services including brokerage, banking and lending for retail, corporate and institutional customers. Securities products and services are offered by E*Trade Securities LLC (Member NASD/SIPC). "
target parent: J.P. Morgan Chase & Co.
target: BrownCo
BrownCo is an online investment brokerage for experienced investors. Provides stock trading, mutual funds, free quotes, equity market orders, IRAs, and more.
price ($mm)
$1,600
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/6/2005 via PR Newswire

E-Trade Financial Corp., acquired Harrisdirect

synopsis: E*TRADE FINANCIAL Corporation ET today announced it has completed the acquisition of the US-based online brokerage operations of Harrisdirect from BMO Financial Group.
buyer: E-Trade Financial Corp. (ETFC:$2,937.00)
The E*Trade Financial family of companies provide financial services including brokerage, banking and lending for retail, corporate and institutional customers. Securities products and services are offered by E*Trade Securities LLC (Member NASD/SIPC). "
target parent: BMO Financial Group
target: Harrisdirect
Harrisdirect is an industry-leading provider of electronic brokerage & related investment services for self-directed investors. Its platform enables you to buy and sell stocks, bonds, options & mutual funds online at Investment Centers nationwide. They also deliver a menu of online planning tools.
price ($mm)
$700
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/25/2006 via PR Newswire

Ameritrade Holding Corporation, acquired TD Waterhouse

synopsis: TD Bank Financial Group has completed the sale of TD Waterhouse USA to Ameritrade Holding Corporation, creating the combined company, TD Ameritrade. In connection with the transaction, TD Waterhouse Canada has acquired 100% of Ameritrade's Canadian brokerage operations.
buyer: Ameritrade Holding Corporation (AMTD:$5,872.00)
TD AMERITRADE Holding Corporation, through its brokerage subsidiaries, provides a dynamic balance of investment products and services that make it the investment firm of choice for millions of retail investor and independent registered investment advisor (RIA) clients. "
target parent: Toronto Dominion Bank
target: TD Waterhouse
TD Waterhouse provides investors with a broad range of brokerage, mutual fund, banking products and services on an integrated basis. As you browse through our Web site, we invite you to read about our Products & Services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/30/2017 via BNC Analysis

Technische Werke Ludwigshafen AG, acquired WEBfactory GmbH

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

N. Harris Computer Corporation, acquired iMDsoft

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

MetrixLab, acquired MarketTools Inc.

synopsis: MetrixLab, a global provider of online consumer research services, announced that it has acquired MarketTools Research Solutions Inc., a leader in services and software for market research, from TPG Growth. MarketTools is known for pioneering some of the first research technologies on the Internet.
buyer: MetrixLab
MetrixLab is a fast-growing global provider of online consumer research services. Its solutions are employed by over half of the Top 100 Global Brands such as Microsoft, Philips, Google and Heineken. The company is headquartered in Rotterdam, The Netherlands. "
target parent: TPG Capital
target: MarketTools Inc.
MarketTools is the leading provider of services and software for market research. Through the use of advanced respondent engagement techniques and comprehensive analytic tools, MarketTools helps clients innovate, optimize and execute programs that deliver high-value business impact.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/15/2020 via BNC Analysis

Goldman Sachs & Co., will acquire Folio Financial, Inc.

synopsis: Goldman Sachs, a leading global investment banking, securities and investment management firm, has agreed to purchase Folio Financial, a unique brokerage, custodian, and financial technology company—all in one—delivering advanced financial technology to investors and those who serve them since 2000.
buyer: Goldman Sachs & Co. (GS:$37,162.00)
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments & high-net-worth individuals. "
target: Folio Financial, Inc.
Folio are a unique brokerage, custodian, and financial technology company—all in one—delivering advanced financial technology to investors and those who serve them since 2000.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/26/2015 via BusinessWire

BlackRock, Inc., will acquire FutureAdvisor

synopsis: BlackRock, Inc. has entered into a definitive agreement to acquire FutureAdvisor, a leader in digital wealth management. FutureAdvisor will operate as a business within the firm’s investment and risk management platform. They will provide financial institutions with technology-enabled advice capabilities to improve clients’ investment experience.
buyer: BlackRock, Inc. (BLK:$13,880.00)
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. They help clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares®, and more. "
target: FutureAdvisor
FutureAdvisor is an award-winning investment advisory firm that manages existing IRA, Roth, taxable accounts, and other investment accounts. They automatically monitor, rebalance, and tax-manage clients' current investments, adding low-fee index funds where necessary to bolster portfolios.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/18/2020 via BNC Analysis

Republic.co, acquired NextSeed Services LLC

synopsis: New York-based Republic, missioned to democratize investing has announced the acquisition of local business investment platform, NextSeed. NextSeed aims to connect businesses and individual investors to build vibrant communities across America. The firm has facilitated over $20mn in investments from 25,000 members into 75 local businesses.
buyer: Republic.co
Republic is an open investment platform. People can choose from privately-held companies they believe in and can connect with their success as they fuel their growth. Republic is an investment platform where everyone can invest as little as $10 in innovative startups and ICOs. "
target: NextSeed Services LLC
NextSeed is on a mission to connect businesses and individual investors to build vibrant communities across America. On the NextSeed platform, thriving local businesses can raise capital from the general public, and in turn, anybody can now invest in small businesses in their own backyard.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/5/2018 via PR Newswire

Javier Marín Romano, Warburg Pincus, will acquire Self Bank

synopsis: Warburg Pincus, a leading global private equity firm, and Javier Marín Romano, a Spanish banking veteran with 25 years of experience in the sector, have partnered to acquire Self Bank from Société Générale's Boursorama subsidiary. Self Bank is a leading online wealth management provider with a broad suite of banking and wealth management products.
buyer: Warburg Pincus
buyer: Javier Marín Romano
Warburg Pincus LLC is a leading global private equity firm focused on growth investing. The firm has more than $44 billion in private equity assets under management. The firm's active portfolio of more than 160 companies is highly diversified by stage, sector and geography. "
target parent: Société Générale
target: Self Bank
Self Bank is a leading online wealth management provider with a broad suite of banking and wealth management products including savings accounts, payroll accounts, equity and over 2,000 investment funds. They are based in Madrid, Spain.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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FutureAdvisor

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Geography
Matching Companies
Ticker: WDAY
 
 
 
 
 
 
 
 
Workday, Inc.
Workday, Inc.
Workday is a leading provider of enterprise cloud applications for finance and human resources. Founded in 2005, Workday delivers financial management, human capital management, and analytics applications designed for the world's largest companies, educational institutions, and government agencies.
year
2019
rev ($mm)
$3,244.62
EBITDA ($mm)
($277.78)
EBIT ($mm)
($523.92)
Net Income ($mm)
Employees
11400
  • drill down
  • watch
Ticker: PCTY
 
 
 
 
 
 
 
 
Paylocity
Paylocity
Paylocity is a leading provider of cloud-based HR and payroll software solutions. Paylocity offers an intuitive, easy-to-use product suite that helps businesses tackle challenges while moving them toward the promise of tomorrow.
year
2020
rev ($mm)
$570.40
EBITDA ($mm)
$86.34
EBIT ($mm)
$67.32
Net Income ($mm)
$63.01
Employees
3600
  • drill down
  • watch
Ticker: HLAN
 
 
 
 
 
 
 
 
Hilan Ltd.
Hilan Ltd.
Hilan Ltd. is the leading ASP - Application Service Provider in Israel, for overall management of the human resource in the organization: payroll, human resources, time & attendance and pension administration.
year
2013
rev ($mm)
$122.16
EBITDA ($mm)
$22.24
EBIT ($mm)
$19.63
Net Income ($mm)
$13.89
Employees
300
  • drill down
  • watch
Ticker: ASX:RDY
 
 
 
 
 
 
 
 
ReadyTech Holdings Limited
ReadyTech Holdings Limited
ReadyTech is an Australian provider of people management software for employment and education. ReadyTech offers a complete student management system for institutions and training organisations. For employers they offer a complete payroll, HR admin and work health and safety management system.
year
2019
rev ($mm)
$22.12
EBITDA ($mm)
$1.02
EBIT ($mm)
($0.47)
Net Income ($mm)
Employees
160
  • drill down
  • watch
Ticker: ASX:PYG
 
 
 
 
 
 
 
 
PayGroup Ltd
PayGroup Ltd
Headquartered in Melbourne Australia, PayGroup is the holding company of Pay Asia Pte Limited. Pay Asia, headquartered in Singapore, is a trusted provider of Multi-Country Payroll and cloud based Software as a Service (SaaS) Human Resource Outsourcing Solutions.
year
2020
rev ($mm)
$7.32
EBITDA ($mm)
($1.44)
EBIT ($mm)
($1.64)
Net Income ($mm)
Employees
183
  • drill down
  • watch
Ticker: VCSY
 
 
 
 
 
 
 
 
Vertical Computer Systems, Inc.
Vertical Computer Systems, Inc.
Vertical Computer Systems, Inc. is a provider of administrative software, Internet core technologies, and derivative software application products through its distribution network.
year
2009
rev ($mm)
$5.40
EBITDA ($mm)
($0.93)
EBIT ($mm)
($0.97)
Net Income ($mm)
$3.50
Employees
26
  • drill down
  • watch
Ticker: CSOD
 
 
 
 
 
 
 
 
Cornerstone OnDemand, Inc.
Cornerstone OnDemand, Inc.
Cornerstone OnDemand Inc. is a global leader in cloud-based learning and human capital management software. The company’s solutions help organizations to realize the potential of the modern workforce.
year
2020
rev ($mm)
$629.04
EBITDA ($mm)
$59.83
EBIT ($mm)
$25.83
Net Income ($mm)
Employees
2000
  • drill down
  • watch
Ticker: CSLT
 
 
 
 
 
 
 
 
Castlight Health, Inc.
Castlight offers a health benefits platform that engages employees to make better healthcare decisions and enables employers to communicate and evaluate their benefit programs.
year
2016
rev ($mm)
$93.12
EBITDA ($mm)
($62.93)
EBIT ($mm)
($65.98)
Net Income ($mm)
Employees
464
  • drill down
  • watch
Ticker: ASX:ELO
 
 
 
 
 
 
 
 
Elmo Talent Management Software
ELMO operates in the HCM software market. HCM software solutions are used to support and automate HR related processes at various stages of an employee’s lifecycle, including recruitment, onboarding, performance management, learning and development, succession planning and employee administration.
year
2019
rev ($mm)
$30.74
EBITDA ($mm)
($9.94)
EBIT ($mm)
($10.13)
Net Income ($mm)
Employees
106
  • drill down
  • watch
Ticker: IACH
 
 
 
 
 
 
 
 
Information Architects Corporation
Information Architects Corporation
The company focuses on investigating acquisition partners and targets, as well as new business lines and services to add to existing software resources and enhance its ability to market its perceptre software asset.
year
2012
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
($1.66)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: ASX:RNL
 
 
 
 
 
 
 
 
Rision Limited
Rision Limited
Rision is an intuitive team planning and analytics platform that solves the complex people problems that can slow business down. The system lets users roster and schedule staff, fill last-minute shifts and get real time analytics on team performance in minutes, not hours.
year
2015
rev ($mm)
$0.00
EBITDA ($mm)
($2.24)
EBIT ($mm)
($2.24)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: JASDAQ:3910
 
 
 
 
 
 
 
 
MKSystem
MKSystem
MKSystem Corporation provides cloud services in Japan. It offers system development and ASP services for social insurance labor consultant offices and corporations, labor insurance administration associations, SR Labor and management centers, and general corporate human resources.
year
2016
rev ($mm)
$10.19
EBITDA ($mm)
$3.62
EBIT ($mm)
$3.17
Net Income ($mm)
$2.07
Employees
44
  • drill down
  • watch
Ticker: ATSE:EPSIL
 
 
 
 
 
 
 
 
EpsilonNet
EpsilonNet
EpsilonNet is a group of companies in Greece engaged in business software, digital content, and vocational education. EpsilonNet offers accounting, tax, and payroll software solutions. EpsilonNet Training provides vocational education for executives, economists, finance managers, and accountants.
year
2020
rev ($mm)
$21.77
EBITDA ($mm)
$1.98
EBIT ($mm)
$2.45
Net Income ($mm)
$1.86
Employees
374
  • drill down
  • watch
Ticker: TSXV:SEB
 
 
 
 
 
 
 
 
Smart Employee Benefits Inc.
Smart Employee Benefits Inc.
Smart Employee Benefits Inc. (SEB) is a technology company that provides business processes software, solutions and services to corporate and government clients with specialty practices focused on managing group benefit solutions and health claims processing environments.
year
2018
rev ($mm)
$77.53
EBITDA ($mm)
$0.74
EBIT ($mm)
($2.03)
Net Income ($mm)
Employees
16
  • drill down
  • watch
Ticker: LSE:SGE
 
 
 
 
 
 
 
 
The Sage Group plc.
The Sage Group plc.
Sage is the market and technology leader for integrated accounting, payroll and payment systems, supporting the ambition of entrepreneurs and business builders. Sage helps drive business builders with the most intelligent and flexible cloud-enabled software, support and advice to manage everything.
year
2020
rev ($mm)
$2,459.53
EBITDA ($mm)
$740.13
EBIT ($mm)
$659.57
Net Income ($mm)
$422.93
Employees
12643
  • drill down
  • watch
Ticker: SLF
 
 
 
 
 
 
 
 
Sun Life Financial Inc.
Sun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate clients.
year
2009
rev ($mm)
$26,356.07
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$2,305.63
Employees
14260
  • drill down
  • watch
Ticker: ENXTAM:AGN
 
 
 
 
 
 
 
 
AEGON N.V.
AEGON N.V.
Aegon is an international life insurance, pension and asset management company. The company has businesses in over twenty markets in the Americas, Europe and Asia. Aegon companies around the world offer a wide range of life insurance, pensions and long-term investment and savings products.
year
2017
rev ($mm)
$62,982.93
EBITDA ($mm)
$3,240.18
EBIT ($mm)
$2,554.96
Net Income ($mm)
$2,887.04
Employees
28318
  • drill down
  • watch
Ticker: KWSE:GFH
 
 
 
 
 
 
 
 
GFH Financial Group
GFH is one of the most recognized financial groups in the Gulf region. Its businesses include Asset Management, Wealth Management, Commercial Banking and Real Estate Development. The Group’s operations are focused in the GCC, North Africa and India.
year
2020
rev ($mm)
$246.41
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$46.03
Employees
0
  • drill down
  • watch
Ticker: PFMT
 
 
 
 
 
 
 
 
Performant
Performant
Performant helps government and commercial organizations enhance revenue and contain costs by preventing, identifying and recovering waste, improper payments and defaulted assets. Performant is a leading provider of these services in several industries, including healthcare, government and more.
year
2014
rev ($mm)
$215.66
EBITDA ($mm)
$53.22
EBIT ($mm)
$43.94
Net Income ($mm)
$19.65
Employees
1479
  • drill down
  • watch
Ticker: NYSE:APO
 
 
 
 
 
 
 
 
Apollo Global Management
Apollo Global Management
Apollo Global Management, LLC and its subsidiaries is a leading global alternative investment manager. They are contrarian, value-oriented investors in private equity, credit and real estate, with significant distressed expertise.
year
2020
rev ($mm)
$1,537.25
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: TUNG
 
 
 
 
 
 
 
 
Tungsten Corp PLC
Tungsten Corp PLC
Tungsten accelerates global trade by enabling customers to streamline invoice processing, improve cash-flow management and make better buying decisions from their detailed spend data. They connect the world's largest companies and government agencies to their thousands of suppliers around the globe.
year
2014
rev ($mm)
$17.77
EBITDA ($mm)
($13.88)
EBIT ($mm)
($14.59)
Net Income ($mm)
Employees
1
  • drill down
  • watch
Ticker: IDIP
 
 
 
 
 
 
 
 
Groupe IDI
IDI is one of the leading listed investment companies in France. The Group has specialised in providing support to small and mid-sized companies for 45 years, and today manages assets worth almost € 6.6Bn.
year
2015
rev ($mm)
$64.96
EBITDA ($mm)
$53.84
EBIT ($mm)
$53.38
Net Income ($mm)
$46.67
Employees
  • drill down
  • watch
Ticker: TSE:7172
 
 
 
 
 
 
 
 
Japan Investment Adviser Co., Ltd.
Japan Investment Adviser Co., Ltd.
Japan Investment Adviser Co., Ltd. provides various financial solutions in Japan. It offers operating lease, private equity investment, human resource, real estate investment, and wealth management services, as well as handles mergers and acquisitions.
year
2018
rev ($mm)
$137.76
EBITDA ($mm)
$81.31
EBIT ($mm)
$80.85
Net Income ($mm)
$46.53
Employees
93
  • drill down
  • watch
Ticker: AIM:MJH
 
 
 
 
 
 
 
 
MJ Hudson
MJ Hudson
MJ Hudson helps fund managers and investors operate more efficiently and invest more successfully. Their services include law, fund management solutions, international fiduciary, investment advisory, and IR & marketing. MJ Hudson has office across Europe's major asset management centres.
year
2019
rev ($mm)
$24.79
EBITDA ($mm)
($1.96)
EBIT ($mm)
($2.70)
Net Income ($mm)
Employees
180
  • drill down
  • watch
Ticker: PFG
 
 
 
 
 
 
 
 
Principal Financial Group
Principal helps people and companies build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. They offer innovative ideas, investment expertise and real-life solutions to make financial progress possible.
year
2018
rev ($mm)
$13,927.40
EBITDA ($mm)
$2,654.00
EBIT ($mm)
$2,455.80
Net Income ($mm)
$2,358.60
Employees
15378
  • drill down
  • watch
Ticker: BKHPF
 
 
 
 
 
 
 
 
Bank Hapoalim B.M.
Bank Hapoalim B.M.
Bank Hapoalim is Israel’s largest bank. Bank Hapoalim offers a wide range of banking services to consumers, SMEs and corporations across Israel. The bank offers banking and payments products, capital market and foreign trade facilities and a full gamut of financial planning advisory services.
year
2005
rev ($mm)
$2,654.00
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$632.80
Employees
13010
  • drill down
  • watch
Ticker: CG
 
 
 
 
 
 
 
 
Carlyle Group
Carlyle Group
The Carlyle Group is a global alternative asset manager with $193 billion of assets under management across 128 funds and 159 fund of funds vehicles as of June 30, 2015. Carlyle’s purpose is to invest wisely and create value on behalf of its investors, many of whom are public pensions.
year
2020
rev ($mm)
$1,880.20
EBITDA ($mm)
$179.70
EBIT ($mm)
$120.10
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: DSECF
 
 
 
 
 
 
 
 
Daiwa Securities Group Inc.
Daiwa Securities Group Inc.
Daiwa Securities Group offers traditional and online securities brokerage to individuals and businesses through its Daiwa Securities Co. subsidiary. Daiwa Securities SMBC offers investment banking services, mostly to domestic companies and Japan-based multinationals.
year
2012
rev ($mm)
$422,370.00
EBITDA ($mm)
$21,966.00
EBIT ($mm)
($19,147.00)
Net Income ($mm)
Employees
14432
  • drill down
  • watch
Ticker: MS
 
 
 
 
 
 
 
 
Morgan Stanley
Morgan Stanley
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments and individuals.
year
2019
rev ($mm)
$41,419.00
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$9,042.00
Employees
60532
  • drill down
  • watch
Ticker: MISX:AFKS
 
 
 
 
 
 
 
 
Sistema JSFC
Sistema is a large private investor operating in the real sector of the Russian economy. Sistema's investment portfolio comprises stakes in predominantly Russian companies from various sectors.
year
2017
rev ($mm)
$12,015.39
EBITDA ($mm)
$2,983.99
EBIT ($mm)
$1,619.06
Net Income ($mm)
Employees
  • drill down
  • watch