Like Dynamis

closed 10/17/2018 via Company Press Release

Applied Systems Inc., acquired Dynamis

See 35 Comparable Transactions
synopsis: Applied Systems announced the acquisition of Dynamis Software Corporation, a leading provider of employee benefits software solutions in the US. The Dynamic Plan Designer by Dynamis is the leading plan optimization solution for insurance brokers across the United States.
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: Dynamis
Dynamis is an insurance software company located in Milwaukee, Wisconsin. The Dynamic Plan Designer by Dynamis is the leading plan optimization solution for insurance brokers across the United States. Brokers use the Dynamic Plan Designer to demonstrate their expertise and win new business.
price ($mm)
rev ($mm)
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closed 10/13/2021 via PR Newswire

White Glove Workshops, acquired Gainfully

See 151 Comparable Transactions
synopsis: White Glove, a fintech marketing company, has acquired Gainfully Inc., a leader in content marketing technology for enterprise insurance and financial services companies. Gainfully makes marketing easier for advisors, brokers and agents. Their platform provides solutions for sales enablement, enterprise messaging, and content publishing.
buyer parent: RockBridge Growth Equity
buyer: White Glove Workshops
White Glove is a marketing company that makes it easy for financial advisors and other service professionals to be successful. White Glove provides services for seminar marketing and social media. White Glove utilizes digital marketing to bring the right attendees to each seminar. "
 target: Gainfully
Gainfully is a leader in compliance-enabled content marketing technology for enterprise insurance and financial services companies. Gainfully makes marketing easier for advisors, brokers and agents. Their platform provides solutions for sales enablement, enterprise messaging, and content publishing.
price ($mm)
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closed 5/15/2019 via BNC Analysis

Certua Group Limited, acquired Surely Services Ltd

See 65 Comparable Transactions
synopsis: Certua, a data-driven financial technology company in the UK, has acquired the Surely Group, a leading insurtech business in the UK that builds cloud-based software platforms for the insurance industry. Surely's platforms enable insurers and brokers to transact online with their customers.
buyer: Certua Group Limited
Certua is a data-driven financial technology company in the UK. Certua offers a digital life insurance platform for financial advisers. The platform allows financial advisers to provide their clients with easy, transparent, and price competitive modern protection solutions. "
 target: Surely Services Ltd
Surely is a leading insurtech business in the UK that builds cloud-based software platforms for the insurance industry. Surely's platforms enable insurers and brokers to transact online with their customers. Their system allows users to obtain quotes and buy insurance products online.
price ($mm)
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closed 11/18/2021 via PR Newswire

Vertafore, Inc., acquired AgencyZoom

See 213 Comparable Transactions
synopsis: Vertafore®, the leader in modern insurance technology, announced it acquired AgencyZoom™, a cloud-based sales automation platform for insurance agents. Modern agencies count on software and technology solutions to create more efficient processes, automate workflows, empower employees and better serve their clients.
buyer parent: Roper Technologies, Inc.
buyer: Vertafore, Inc.
Vertafore, a leader in modern insurance technology, builds and supports InsurTech solutions to connect every point of the distribution channel. Vertafore's agency management, ratings, regulation, compliance, and connectivity products streamline workflows, improve efficiency and drive productivity. "
 target: AgencyZoom
AgencyZoom is a Columbus, OH based InsurTech company. AgencyZoom provides insurance agents with powerful sales analytics and customer engagement automation. AgencyZoom solutions help users manage leads with ease, oversee sales in real-time, and better track monthly goals.
price ($mm)
rev ($mm)
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closed 5/5/2021 via GlobeNewswire

Green Shield, acquired Computer Workware

See 285 Comparable Transactions
synopsis: Green Shield has acquired Computer Workware, a Canadian software company focusing on the development of insurance administration solutions for employee group benefits. Their products, iBenefits and Vital Objects, provide solutions for Canada’s largest insurance companies and third-party administrators and associations.
buyer: Green Shield
Green Shield Canada is Canada’s fourth-largest health and dental benefits provider, and is uniquely structured as a social enterprise with the purpose of making it easier for people to live their healthiest lives. They are Canada’s only not-for-profit health and dental benefits provider. "
 target: Computer Workware
Computer Workware is a Canadian software company focusing on the development of insurance administration solutions for employee group benefits. Their products, iBenefits and Vital Objects, provide solutions for Canada’s largest insurance companies and third-party administrators and associations.
price ($mm)
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announced 9/14/2020 via BusinessWire

Thomas H. Lee Partners, L.P., will acquire Insurance Technologies, LLC

See 53 Comparable Transactions
synopsis: Thomas H. Lee Partners, L.P., a premier private equity firm investing in growth companies, will acquire a majority stake in Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, from NexPhase Capital, LP.
buyer: Thomas H. Lee Partners, L.P.
Thomas H. Lee Partners is a premier private equity firm investing in middle market growth companies, headquartered primarily in North America, exclusively in four sectors: Consumer, Financial Services, Healthcare, and Technology & Business Solutions. "
 target parent: NexPhase Capital
target: 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.
price ($mm)
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closed 10/15/2018 via GlobeNewswire

Zywave, Inc, acquired Code SixFour

See 44 Comparable Transactions
synopsis: Zywave, Inc., a leading provider of SaaS solutions for the insurance industry, announced that it has completed the acquisition of Code SixFour, a leading provider of proposal automation and advanced predictive analytics for employee benefits advisors.
buyer parent: Aurora Capital Group
buyer: Zywave, Inc
Zywave is a leading provider of software-as-a-service (SaaS) technology solutions for the insurance industry. The company’s products include web-enabled marketing communications, business intelligence and analytics, client resource portals and agency management tools. "
 target: Code SixFour
Code SixFour is a leading provider of proposal automation and advanced predictive analytics for employee benefits advisors. Code SixFour was created to help employee benefit brokers standardize their process of creating proposals, while presenting insurance solutions based on data-driven content.
price ($mm)
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closed 3/7/2018 via BNC Analysis

Servion Global Solutions Ltd., acquired Innoveo Solutions AG

See 53 Comparable Transactions
synopsis: Everstone Group-backed Servion Global Solutions has acquired Zurich-based cloud software provider focused on insurance tech Innoveo (formerly Pactera Switzerland). Innoveo Skye is the flagship product of Innoveo and it has been implemented for major insurance companies.
buyer parent: Everstone Capital Management
buyer: Servion Global Solutions Ltd.
Servion enables business transformation for enterprises in the area of customer experience management (CEM). Over the past two decades, Servion has evolved from being a single channel (voice) interaction expert to being an industry pioneer in omnichannel customer experience. "
 target parent: HNA Group Co., Ltd.
target: Innoveo Solutions AG
Founded in 2007, Innoveo is an omnichannel cloud software provider in the insurtech space. It has offices in Zurich, Hong Kong and Budapest. Innoveo Skye is the flagship product of the company. It is offered as a cloud service and has been implemented for major insurance companies.
price ($mm)
$20
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/11/2013 via PR Web

Imprezzio Inc., acquired Racing Snail

See 52 Comparable Transactions
synopsis: Imprezzio Inc., the maker of the trademarked AgentsAlly software suite, has announced the acquisition of Racing Snail, a Cloud-based software tool which allows insurance agents to analyze sales data for the agency and independent producers using a variety of metrics including premium production, closing ratios, and ROI.
buyer: Imprezzio Inc.
Imprezzio Inc. is a global enterprise software solution provider. The company blends contact management, sales leads, marketing processes, and workflow automation to help predict and manage sales pipelines, so businesses can deliver high-quality customer experience every time. "
 target: Racing Snail
Racing Snail is a Cloud-based software tool which allows insurance agents to analyze sales data for the agency and independent producers using a variety of metrics including premium production, closing ratios, and ROI.
price ($mm)
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closed 10/3/2011 via Company Press Release

LexisNexis, purchased Sales Portal from Marsh, Berry & Company, Inc.

See 53 Comparable Transactions
synopsis: LexisNexis® Risk Solutions announced the acquisition of the Sales Portal, from MarshBerry, the nation’s preeminent insurance consulting and M&A advisory firm. The Sales Portal is a state-of-the-art sales management automation tool that will be offered by the LexisNexis Insurance Exchange.
buyer parent: Reed Elsevier
buyer: LexisNexis
LexisNexis® is a leading global provider of content-enabled workflow solutions designed specifically for professionals in the legal, risk management, corporate, government, law enforcement, accounting, and academic markets. "
 seller: Marsh, Berry & Company, Inc.
MarshBerry's Sales Portal is a state-of-the-art sales management automation tool. The easy-to-use, Web-based technology allows agencies and brokers to track producer sales activity and manage service commitments relative to customer accounts.
price ($mm)
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closed 2/11/2021 via PR Newswire

AF Group, acquired Decision UR

See 191 Comparable Transactions
synopsis: AF Group has announced its acquisition of DecisionUR, a cloud-based solution that uses state mandated, evidence-based medical guidelines to automate initial treatment reviews and streamline the workers' compensation claim review process.
buyer: AF Group
AF Group (Lansing, Mich.) and its subsidiaries are a premier provider of innovative insurance solutions. "
 target: Decision UR
DecisionUR is a cloud-based solution that uses state mandated, evidence-based medical guidelines to automate initial treatment reviews and streamline the workers' compensation claim review process.
price ($mm)
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closed 2/6/2015 via PR Newswire

Patriot National Insurance Group, acquired Decision UR

See 191 Comparable Transactions
synopsis: Patriot National, Inc. announced the acquisition of DecisionUR, a software company offering sophisticated and effective utilization review solutions in the workers' compensation industry. DecisionUR's software provides a cost-efficient way to conduct workers' compensation utilization reviews.
buyer: Patriot National Insurance Group (PN:$233.03)
Patriot National is a national provider of comprehensive outsourcing solutions within the workers' compensation marketplace for insurance companies, employers, local governments and reinsurance captives. "
 target: Decision UR
DecisionUR is a software company offering sophisticated and effective utilization review solutions in the workers' compensation industry. DecisionUR's software provides a cost-efficient way to conduct workers' compensation utilization reviews.
price ($mm)
$2.20*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/8/2019 via GlobeNewswire

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

See 327 Comparable Transactions
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:$5,777.80)
Roper Technologies is a constituent of the S&P 500, Fortune 1000, and the Russell 1000 indices. Roper operates businesses that design and develop software (both license and software-as-a-service) and engineered products and solutions for a variety of niche end markets. "
 target parent: Thoma Bravo, LLC
target: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industries. Through its SSG Digital, end-to-end platform, iPipeline accelerates and simplifies sales, compliance, operations, and support.
price ($mm)
$1,625
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/5/2015 via BusinessWire

Thoma Bravo, LLC, acquired iPipeline, Inc.

See 327 Comparable Transactions
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)
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closed 7/22/2008 via PR Newswire

iPipeline, Inc., acquired COSS Development Corporation

See 160 Comparable Transactions
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)
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closed 8/10/2006 via PR Newswire

ChoicePoint, Inc., acquired Steel Card, LLC

See 364 Comparable Transactions
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)
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cancelled 6/20/2013 via GlobeNewswire

Goldman Sachs & Co., cancelled an acquisition of Ebix, Inc.

See 81 Comparable Transactions
synopsis: Ebix, Inc., a leading international supplier of On-Demand software and E-commerce services to the insurance industry, announced that it and an affiliate of Goldman, Sachs & Co. have agreed to terminate their previously announced merger agreement.
buyer: Goldman Sachs & Co. (GS:$58,982.00)
Goldman Sachs is one of the oldest and largest investment banking firms. Goldman Sachs is also a global leader in private corporate equity and mezzanine investing. Goldman Sachs' Principal Investment Area has formed 12 investment vehicles aggregating $35 billion of capital to date. "
 target: Ebix, Inc. (EBIX:$570.76)
Ebix, Inc. provides end-to-end solutions ranging from infrastructure exchanges, carrier systems, agency systems and BPO services to custom software development for all entities involved in the insurance industry.
price ($mm)[EV]
$746 [$780]
rev ($mm)
$208
EBITDA ($mm)
$87
EV / rev
3.9x
EV / EBITDA
9.3x
closed 10/22/2013 via BusinessWire

iPipeline, Inc., acquired Aplifi Inc

See 270 Comparable Transactions
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)
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closed 4/26/2018 via GlobeNewswire

Francisco Partners Management LLC, acquired Connecture, Inc.

See 731 Comparable Transactions
synopsis: Connecture, Inc., a provider of web-based information systems used to create health insurance marketplaces, announced the completion of the acquisition by affiliates of Francisco Partners, a leading technology-focused private equity firm.
buyer: Francisco Partners Management LLC
Francisco Partners is a leading global private equity firm, which specializes in investments in technology businesses. Since its launch over 17 years ago, Francisco Partners has raised over $10 billion in capital and invested in over 200 technology companies. "
 target: Connecture, Inc. (OTCQX:CNXR:$77.99)
Connecture is a leading web-based consumer shopping, enrollment and retention platform for health insurance distribution. It offers a personalized health insurance shopping experience that recommends the best fit insurance plan based on an individual’s preferences, health status, and more.
price ($mm)[EV]
$6.22 [$27.91]*
rev ($mm)
$78
EBITDA ($mm)
EV / rev
1.3x
EV / EBITDA
announced 1/18/2017 via GlobeNewswire

National General Holdings Corp., will purchase Quotit and HealthCompare from The Word & Brown Companies

See 157 Comparable Transactions
synopsis: National General Holdings Corp. announced that it has agreed to acquire Quotit, an application service provider for the health insurance and employee benefits industry, and HealthCompare, a call center operation as well as a consumer facing website that connects individuals with medical or Medicare related coverage, from The Word & Brown Companies.
buyer: National General Holdings Corp. (NGHC:$4,723.38)
National General Holdings Corp., headquartered in New York City, is a specialty personal lines insurance holding company. National General traces its roots to 1939, has a financial strength rating of A- (excellent) from A.M. Best. "
 seller: The Word & Brown Companies
Quotit is an application service provider for the health insurance & employee benefits industry that connects companies, brokers & people with insurance online. HealthCompare is a call center operation & consumer facing website that connects consumers with major medical or Medicare related coverage.
price ($mm)
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Pages:  
closed 10/17/2018 via Company Press Release

Applied Systems Inc., acquired Dynamis

See 35 Comparable Transactions
synopsis: Applied Systems announced the acquisition of Dynamis Software Corporation, a leading provider of employee benefits software solutions in the US. The Dynamic Plan Designer by Dynamis is the leading plan optimization solution for insurance brokers across the United States.
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: Dynamis
Dynamis is an insurance software company located in Milwaukee, Wisconsin. The Dynamic Plan Designer by Dynamis is the leading plan optimization solution for insurance brokers across the United States. Brokers use the Dynamic Plan Designer to demonstrate their expertise and win new business.
price ($mm)
rev ($mm)
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announced 1/14/2021 via GlobeNewswire

Applied Systems Inc., will acquire EZLynx

See 489 Comparable Transactions
synopsis: Applied Systems announced that it has entered into a definitive agreement to acquire EZLynx, a company that develops industry-leading cloud-based software for the insurance industry. Their software has helped independent agents operate their businesses more effectively for over ten years.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, it is the world’s largest provider of agency and brokerage management systems. "
 target: EZLynx
EZLynx develops industry-leading cloud-based software for the insurance industry. Their software has helped independent agents operate their businesses more effectively for over ten years.
price ($mm)
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announced 12/4/2019 via GlobeNewswire

Applied Systems Inc., will acquire Indio

See 173 Comparable Transactions
synopsis: Applied Systems announced that it has entered into a definitive agreement to acquire Indio Technologies, Inc. as a critical component of its investment in digitizing the end-to-end commercial lines submissions process. Indio provides a workflow management platform that delivers a suite of web-based solutions for insurance agencies.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, it is the world’s largest provider of agency and brokerage management systems. "
 target: Indio
Indio Technologies, Inc. digitizes the end-to-end commercial lines submissions process across agencies, brokers, insurers and insureds. Indio is the leading solution for the insurance application and renewal process, enabling agencies to deliver a fully automated client risk data capture.
price ($mm)
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closed 10/16/2019 via GlobeNewswire

Applied Systems Inc., acquired Policy Works, Inc.

See 42 Comparable Transactions
synopsis: Applied Systems, he leading global provider of cloud-based software that powers the business of insurance, announced the acquisition of Policy Works, the leading platform for commercial lines business in Canada that provides point-of-sale solutions that allow brokers to instantly create legally binding commercial lines policies.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, it is the world’s largest provider of agency and brokerage management systems. "
 target: Policy Works, Inc.
Policy Works is the leading platform for commercial lines business in Canada. Policy Works provides point-of-sale solutions that allow brokers to instantly create legally binding commercial lines policies.
price ($mm)
rev ($mm)
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EV / EBITDA
closed 4/10/2019 via BNC Analysis

Applied Systems Inc., acquired TechCanary

See 170 Comparable Transactions
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)
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closed 10/17/2018 via Company Press Release

Applied Systems Inc., acquired Dynamis

See 35 Comparable Transactions
synopsis: Applied Systems announced the acquisition of Dynamis Software Corporation, a leading provider of employee benefits software solutions in the US. The Dynamic Plan Designer by Dynamis is the leading plan optimization solution for insurance brokers across the United States.
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: Dynamis
Dynamis is an insurance software company located in Milwaukee, Wisconsin. The Dynamic Plan Designer by Dynamis is the leading plan optimization solution for insurance brokers across the United States. Brokers use the Dynamic Plan Designer to demonstrate their expertise and win new business.
price ($mm)
rev ($mm)
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EV / rev
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closed 8/9/2016 via PR Web

Applied Systems Inc., acquired Relay Software

See 237 Comparable Transactions
synopsis: Applied Systems announced the acquisition of Relay Software, the leading provider of insurance software to insurers and brokers in the Republic of Ireland. This acquisition expands Applied’s international footprint, extending its leadership position in both the U.S. and Canada, as well as its expanding presence in the United Kingdom.
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: Relay Software
Relay is the leading provider of insurance software to insurers and brokers in Ireland. Relay products are the market standard in Ireland, and the company serves more than 400 customers with over 3,000 insurance professional users in the Irish market.
price ($mm)
$5.23
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/17/2015 via Company Press Release

Applied Systems Inc., acquired SEMCAT

See 14 Comparable Transactions
synopsis: Applied Systems, Inc., a leading provider of software that powers the business of insurance, announced it has acquired SEMCAT, a leading provider of comparative rating technology in the U.S., to support Applied Systems’ integrated product strategy by expanding integrated rating solutions to the U.S. market.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems Inc. is a leading provider of software that powers the business of insurance. Applied is recognized as a pioneer in agency and brokerage management systems and data exchange between agencies, brokers, carriers and their clients. "
 target: SEMCAT
SEMCAT is a quoting solution company focused on bringing efficiencies to the insurance marketplace. SEMCAT’s goal is to assist the independent agency channel. SEMCAT helps independent agents quote with accuracy and serve with speed, because SEMCAT’s technology is unique, flexible, and current.
price ($mm)
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closed 1/7/2015 via PR Web

Applied Systems Inc., acquired NxTech Inc.

See 26 Comparable Transactions
synopsis: Applied Systems Inc., a leading provider of software that powers the business of insurance, announced it has acquired NxTech Inc. They are a leading provider of technology solutions that enable data exchange and integration between insurance carriers and the independent agency channel in the U.S. P&C insurance industry.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems Inc. is a leading provider of software that powers the business of insurance. Applied is recognized as a pioneer in agency and brokerage management systems and data exchange between agencies, brokers, carriers and their clients. "
 target: NxTech Inc.
NxTech is the leading provider of solutions specializing in helping carriers, MGAs and program administrators automate the exchange of insurance data with their distribution channels and other third parties.
price ($mm)
rev ($mm)
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closed 1/24/2014 via GlobeNewswire

Hellman & Friedman LLC, acquired Applied Systems Inc.

See 577 Comparable Transactions
synopsis: Applied Systems, Inc., a leading provider of software that powers the business of insurance, announced the successful completion of its acquisition by funds advised by Hellman & Friedman LLC, a global private equity investment firm with offices in San Francisco, New York and London.
buyer: Hellman & Friedman LLC
Hellman & Friedman LLC is a private equity firm specializing in leveraged recapitalizations, acquisitions, buys and builds, traditional buyouts, financial restructurings, growth investments, and numerous types of minority investments. It invests in public and private companies. "
 target parent: Bain Capital
target: Applied Systems Inc.
Applied Systems is a leading provider of software that powers the business of insurance. The company is recognized as a pioneer in agency management systems and data exchange between agencies, brokers, carriers and their clients.
price ($mm)
$1,800
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/14/2013 via BusinessWire

Applied Systems Inc., acquired Insurecom Ltd.

See 2115 Comparable Transactions
synopsis: Applied Systems, Inc., a leading provider of software that powers the business of insurance, announced it has acquired Insurecom, a leading software and connectivity solutions company serving the insurance industry in the United Kingdom.
buyer parent: Bain Capital
buyer: Applied Systems Inc.
Applied Systems is a leading provider of software that powers the business of insurance. The company is recognized as a pioneer in agency management systems and data exchange between agencies, brokers, carriers and their clients. "
 target: Insurecom Ltd.
Insurecom is a leading software and connectivity solutions company serving the insurance industry in the United Kingdom for more than 14 years.
price ($mm)
rev ($mm)
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closed 6/6/2012 via PR Web

Applied Systems, Inc., acquired Compu-Quote, Inc.

See 196 Comparable Transactions
synopsis: Applied Systems Inc., a leading provider of software that powers the business of insurance, announced that it has acquired Compu-Quote Inc. Compu-Quote is Canada’s leader in the development, delivery and maintenance of comparative rating services, business rules automation and analysis tools for the automobile and property insurance industry.
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: Compu-Quote, Inc.
Compu-Quote is an innovative software services company focused on the Canadian insurance industry. Since 1983, Compu-Quote has provided underwriting and rate comparison tools to small independents and national brokers alike.
price ($mm)
rev ($mm)
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closed 3/31/2011 via BusinessWire

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

See 165 Comparable Transactions
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
announced 8/14/2006 via Company Press Release

Bain Capital, will acquire Applied Systems, Inc.

See 577 Comparable Transactions
synopsis: Applied Systems Chairman and CEO James P. Kellner announced today that Bain Capital Partners will be his new ownership partner in the industry-leading agency management system company. Bain Capital and Kellner have signed a definitive agreement to purchase Applied Systems from Vista Equity Partners, LLC.
buyer: Bain Capital
Founded in 1984, Bain Capital's primary aim is to acquire or invest in companies that have excellent potential for equity appreciation. Bain Capital's approach is to develop partnerships with exceptional management teams. "
 target parent: Vista Equity Partners
target: Applied Systems, Inc.
One of the largest insurance software companies. More than half of the largest brokers in North America utilize an Applied Systems agency manager systems in their business operations, while more than 200 financial institutions utilize an Applied Systems management system.
price ($mm)
$675
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/17/2018 via Company Press Release

Applied Systems Inc., acquired Dynamis

See 35 Comparable Transactions
synopsis: Applied Systems announced the acquisition of Dynamis Software Corporation, a leading provider of employee benefits software solutions in the US. The Dynamic Plan Designer by Dynamis is the leading plan optimization solution for insurance brokers across the United States.
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: Dynamis
Dynamis is an insurance software company located in Milwaukee, Wisconsin. The Dynamic Plan Designer by Dynamis is the leading plan optimization solution for insurance brokers across the United States. Brokers use the Dynamic Plan Designer to demonstrate their expertise and win new business.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/24/2014 via GlobeNewswire

Hellman & Friedman LLC, acquired Applied Systems Inc.

See 577 Comparable Transactions
synopsis: Applied Systems, Inc., a leading provider of software that powers the business of insurance, announced the successful completion of its acquisition by funds advised by Hellman & Friedman LLC, a global private equity investment firm with offices in San Francisco, New York and London.
buyer: Hellman & Friedman LLC
Hellman & Friedman LLC is a private equity firm specializing in leveraged recapitalizations, acquisitions, buys and builds, traditional buyouts, financial restructurings, growth investments, and numerous types of minority investments. It invests in public and private companies. "
 target parent: Bain Capital
target: Applied Systems Inc.
Applied Systems is a leading provider of software that powers the business of insurance. The company is recognized as a pioneer in agency management systems and data exchange between agencies, brokers, carriers and their clients.
price ($mm)
$1,800
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/14/2006 via Company Press Release

Bain Capital, will acquire Applied Systems, Inc.

See 577 Comparable Transactions
synopsis: Applied Systems Chairman and CEO James P. Kellner announced today that Bain Capital Partners will be his new ownership partner in the industry-leading agency management system company. Bain Capital and Kellner have signed a definitive agreement to purchase Applied Systems from Vista Equity Partners, LLC.
buyer: Bain Capital
Founded in 1984, Bain Capital's primary aim is to acquire or invest in companies that have excellent potential for equity appreciation. Bain Capital's approach is to develop partnerships with exceptional management teams. "
 target parent: Vista Equity Partners
target: Applied Systems, Inc.
One of the largest insurance software companies. More than half of the largest brokers in North America utilize an Applied Systems agency manager systems in their business operations, while more than 200 financial institutions utilize an Applied Systems management system.
price ($mm)
$675
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/27/2021 via PR Newswire

Integrity Marketing Group, acquired CSG Actuarial

See 141 Comparable Transactions
synopsis: Integrity Marketing Group, LLC, America's largest independent distributor of life and health insurance products, has acquired CSG Actuarial, an insurance technology company. CSG offers a SaaS-based software suite that features innovative solutions for quoting, enrollment and market research.
buyer: Integrity Marketing Group
Integrity Marketing Group is America's leading independent distributor of life and health insurance products focused on serving the Senior Market. Integrity develops and distributes life and health insurance products with insurance carrier partners. "
 target: CSG Actuarial
CSG Actuarial is an insurance technology company helping insurance agents and agencies keep up with the ever-changing senior life and health insurance marketplace. CSG offers a SaaS-based software suite that features innovative solutions for quoting, enrollment and market research.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/5/2020 via Company Press Release

Insurance Technologies Corporation, acquired Agency Matrix

See 425 Comparable Transactions
synopsis: Insurance Technologies Corporation (ITC), a provider of websites, marketing, comparative rating and management software and services, has acquired Agency Matrix, an insurance technology provider. Agency Matrix offers a cloud-based agency management system that allows insurance agencies to effectively manage their book of business, staff and office.
buyer parent: Accel-KKR
buyer: Insurance Technologies Corporation
Insurance Technologies Corporation (ITC) provides websites, agency marketing, comparative rating, and management software and services to the insurance industry. ITC helps its clients grow their businesses and become more efficient through the philosophy of providing quality software and services. "
 target: Agency Matrix
Agency Matrix is an insurance technology provider. Agency Matrix offers a cloud-based agency management system that allows insurance agencies to effectively manage their book of business, staff and office. Agency Matrix also offers custom websites, document management and virtual employee solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/18/2017 via Company Press Release

FMG Suite, acquired Agency Revolution

See 65 Comparable Transactions
synopsis: FMG Suite, the leading marketing software solution for financial advisors, announces the recent acquisition of Agency Revolution, the company responsible for Connect, the premier automated client communication software for insurance agents and brokers.
buyer: FMG Suite
FMG Suite is an automated marketing platform for financial professionals. FMG Suite provides an all-in-one integrated suite of marketing tools built to help financial advisers succeed. Using one platform, this helps clients build an online presence and drive new business. "
 target: Agency Revolution
Agency Revolution is an insurance industry specific company. AR offers a marketing platform to help Independent Insurance Agents and Brokers automate their processes, engage their customers to build deeper, more meaningful relationships, and grow their agencies and brokerages.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/18/2021 via PR Newswire

Vertafore, Inc., acquired AgencyZoom

See 213 Comparable Transactions
synopsis: Vertafore®, the leader in modern insurance technology, announced it acquired AgencyZoom™, a cloud-based sales automation platform for insurance agents. Modern agencies count on software and technology solutions to create more efficient processes, automate workflows, empower employees and better serve their clients.
buyer parent: Roper Technologies, Inc.
buyer: Vertafore, Inc.
Vertafore, a leader in modern insurance technology, builds and supports InsurTech solutions to connect every point of the distribution channel. Vertafore's agency management, ratings, regulation, compliance, and connectivity products streamline workflows, improve efficiency and drive productivity. "
 target: AgencyZoom
AgencyZoom is a Columbus, OH based InsurTech company. AgencyZoom provides insurance agents with powerful sales analytics and customer engagement automation. AgencyZoom solutions help users manage leads with ease, oversee sales in real-time, and better track monthly goals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/31/2018 via BNC Analysis

Charles Taylor InsureTech Limited, will acquire CoVi Analytics

See 236 Comparable Transactions
synopsis: Charles Taylor InsureTech announced that it has agreed to acquire a majority stake in CoVi Analytics, a company that has developed an advanced analytics platform that uses Artificial Intelligence (AI) and non-traditional tools to re-think, simplify and automate risk and compliance management for insurers and brokers.
buyer parent: Charles Taylor plc
buyer: Charles Taylor InsureTech Limited
Charles Taylor is a leading provider of professional services to clients across the global insurance market. They operate through three distinct businesses: Management Services, Adjusting Services and Insurance Support Services. "
 target: CoVi Analytics
CoVi has developed an advanced analytics platform that uses Artificial Intelligence (AI) and non-traditional tools to re-think, simplify and automate risk and compliance management for insurers and brokers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/11/2013 via PR Web

Imprezzio Inc., acquired Racing Snail

See 52 Comparable Transactions
synopsis: Imprezzio Inc., the maker of the trademarked AgentsAlly software suite, has announced the acquisition of Racing Snail, a Cloud-based software tool which allows insurance agents to analyze sales data for the agency and independent producers using a variety of metrics including premium production, closing ratios, and ROI.
buyer: Imprezzio Inc.
Imprezzio Inc. is a global enterprise software solution provider. The company blends contact management, sales leads, marketing processes, and workflow automation to help predict and manage sales pipelines, so businesses can deliver high-quality customer experience every time. "
 target: Racing Snail
Racing Snail is a Cloud-based software tool which allows insurance agents to analyze sales data for the agency and independent producers using a variety of metrics including premium production, closing ratios, and ROI.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/5/2022 via PR Newswire

AgentSync, acquired eContractPro LLC

See 72 Comparable Transactions
synopsis: AgentSync has acquired eContractPro, a technology solution that was founded with the mission to simplify contracting for insurance agencies and their distribution partners. With the acquisition, AgentSync continues to advance its goal of building the insurance industry's most trusted and comprehensive producer management solution.
buyer: AgentSync
AgentSync powers rapid growth for insurance carriers, agencies, and Managing General Agents by offering modern tools for producer management. With its customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance. "
 target: eContractPro LLC
eContractPro is a technology solution that simplifies contracting for insurance agencies and their distribution partners. From software solutions to processing services, eContractPro delivers a cutting-edge licensing and contracting platform specifically designed for brokerage general agents.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/9/2022 via BNC Analysis

Gefen Technologies, will acquire Roeto Ltd

See 215 Comparable Transactions
synopsis: Gefen Technologies, an Israeli company that transforms agent-based networks, will acquire Roeto, a SaaS based CRM platform for life insurers and financial planners in Israel. Roeto provides an advanced CRM that helps agents to simplify their work. Their platform provides a customer portal that allows agents to keep up to date with their customers.
buyer: Gefen Technologies
Gefen Technologies is an Israeli company that transforms agent-based networks. Gefen offers a SaaS platform that empowers insurance agents and financial advisors to thrive in a digital-first world. Their platform provides solutions for marketing, compliance, reporting, upselling, and more. "
 target: Roeto Ltd
Roeto is a SaaS based CRM platform for life insurers and financial planners in Israel. Roeto provides an advanced CRM that helps agents to save time and simplify their work. Their platform provides a customer portal that allows agents to easily keep up to date with their customers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/13/2021 via PR Newswire

White Glove Workshops, acquired Gainfully

See 151 Comparable Transactions
synopsis: White Glove, a fintech marketing company, has acquired Gainfully Inc., a leader in content marketing technology for enterprise insurance and financial services companies. Gainfully makes marketing easier for advisors, brokers and agents. Their platform provides solutions for sales enablement, enterprise messaging, and content publishing.
buyer parent: RockBridge Growth Equity
buyer: White Glove Workshops
White Glove is a marketing company that makes it easy for financial advisors and other service professionals to be successful. White Glove provides services for seminar marketing and social media. White Glove utilizes digital marketing to bring the right attendees to each seminar. "
 target: Gainfully
Gainfully is a leader in compliance-enabled content marketing technology for enterprise insurance and financial services companies. Gainfully makes marketing easier for advisors, brokers and agents. Their platform provides solutions for sales enablement, enterprise messaging, and content publishing.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/9/2021 via PR Newswire

Broadridge Financial Solutions, Inc., acquired AdvisorStream

See 41 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc., a global Fintech leader, announced that it has acquired AdvisorStream, a leading provider of digital engagement and marketing solutions for the global wealth and insurance industries.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, a global Fintech leader with over $4.5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. "
 target: AdvisorStream
AdvisorStream is a leading provider of digital engagement and marketing solutions for the global wealth and insurance industries. AdvisorStream's leading advisor marketing platform enables advisors to drive revenue and growth by providing personalized and consistent client communications.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/26/2019 via BNC Analysis

AutoProtect, acquired DealTrak Ltd

See 190 Comparable Transactions
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

See 170 Comparable Transactions
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 8/10/2017 via PR Newswire

SuretyWave, acquired InSure Vision Technologies, LLC

See 72 Comparable Transactions
synopsis: SuretyWave, a company that provides comprehensive consulting and IT services to the insurance industry, has announced that it has acquired InSure Vision Technologies (IVT), a company that also develops a web-based surety bond processing system that significantly reduces the cost of executing and managing surety bonds.
buyer: SuretyWave
SuretyWave, LLC provides comprehensive consulting and IT services to the insurance industry. The firm has over 300 years of insurance and technology experience, and a workforce of more than 200 technology employees through its IT services organization, Digital Business Creations, LLC. "
 target: InSure Vision Technologies, LLC
InSure Vision Technologies was formed to develop a web-based surety bond processing system that significantly reduces the cost of executing and managing surety bonds.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/4/2019 via GlobeNewswire

Applied Systems Inc., will acquire Indio

See 173 Comparable Transactions
synopsis: Applied Systems announced that it has entered into a definitive agreement to acquire Indio Technologies, Inc. as a critical component of its investment in digitizing the end-to-end commercial lines submissions process. Indio provides a workflow management platform that delivers a suite of web-based solutions for insurance agencies.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, it is the world’s largest provider of agency and brokerage management systems. "
 target: Indio
Indio Technologies, Inc. digitizes the end-to-end commercial lines submissions process across agencies, brokers, insurers and insureds. Indio is the leading solution for the insurance application and renewal process, enabling agencies to deliver a fully automated client risk data capture.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/2/2021 via GlobeNewswire

Centerfield Media, acquired Datalot Inc.

See 17 Comparable Transactions
synopsis: Centerfield, a premier technology service for digital customer acquisition, has acquired Datalot, a leading digital marketing solution for auto, home, health and Medicare insurance companies. Datalot's digital marketing solutions and technology platform deliver over 10 million qualified consumers to over 40 leading insurance carriers each year.
buyer parent: Platinum Equity, LLC
buyer: Centerfield Media
Centerfield is a technology-driven marketing and customer acquisition company driving millions for sales for telecommunications brands. Centerfield's marketing and sales technology platform, Dugout, engages with in-market consumers to help them purchase internet, TV, wireless, and landline. "
 target parent: Lightyear Capital
target: Datalot Inc.
Datalot is a full-stack marketing and analytics platform built to address the digital distribution needs of the insurance industry. Datalot creates customized marketing campaigns for transaction-ready consumers across digital & mobile that allow carriers to easily manage inbound customer flow.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/15/2019 via BNC Analysis

Certua Group Limited, acquired Surely Services Ltd

See 65 Comparable Transactions
synopsis: Certua, a data-driven financial technology company in the UK, has acquired the Surely Group, a leading insurtech business in the UK that builds cloud-based software platforms for the insurance industry. Surely's platforms enable insurers and brokers to transact online with their customers.
buyer: Certua Group Limited
Certua is a data-driven financial technology company in the UK. Certua offers a digital life insurance platform for financial advisers. The platform allows financial advisers to provide their clients with easy, transparent, and price competitive modern protection solutions. "
 target: Surely Services Ltd
Surely is a leading insurtech business in the UK that builds cloud-based software platforms for the insurance industry. Surely's platforms enable insurers and brokers to transact online with their customers. Their system allows users to obtain quotes and buy insurance products online.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/11/2017 via PE Hub

Lightyear Capital LLC, acquired Datalot Inc.

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

Like Dynamis


read more

Dynamis

Gainfully

Surely Services Ltd

AgencyZoom

Computer Workware

Insurance Technologies, LLC

Code SixFour

Innoveo Solutions AG

Racing Snail

Marsh, Berry & Company, Inc.

Decision UR

Decision UR

iPipeline, Inc.

iPipeline, Inc.

COSS Development Corporation

Steel Card, LLC

Ebix, Inc.

Aplifi Inc

Connecture, Inc.

The Word & Brown Companies

Pages:  
read more

Dynamis

read more

EZLynx

Indio

Policy Works, Inc.

TechCanary

Dynamis

Relay Software

SEMCAT

NxTech Inc.

Applied Systems Inc.

Insurecom Ltd.

Compu-Quote, Inc.

Artizan Internet Services, LLC.

Applied Systems, Inc.

read more

Dynamis

Applied Systems Inc.

Applied Systems, Inc.

CSG Actuarial

Agency Matrix

Agency Revolution

AgencyZoom

CoVi Analytics

Racing Snail

eContractPro LLC

Roeto Ltd

Gainfully

AdvisorStream

DealTrak Ltd

TechCanary

InSure Vision Technologies, LLC

Indio

Datalot Inc.

Surely Services Ltd

Datalot Inc.

Pages:  
Geography
Matching Companies
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)
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Employees
9263
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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
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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.
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EBIT ($mm)
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Net Income ($mm)
Employees
1000
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Ticker: CDLX
 
 
 
 
 
 
 
 
Cardlytics, Inc.
Cardlytics is a digital advertising platform. The company partners with financial institutions to run their banking rewards programs that promote customer loyalty and deepen banking relationships.
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$186.89
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471
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Ticker: OCL
 
 
 
 
 
 
 
 
Objective Corporation Limited
Objective Corporation Limited
Objective Corporation is an Australian developer of information and process governance solutions. Their technology brings efficiency to all tiers of government and financial services organisations. Objective ECM enables users to take control of their information and make meaningful decisions.
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2021
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$72.83
EBITDA ($mm)
$19.34
EBIT ($mm)
$17.30
Net Income ($mm)
$12.61
Employees
400
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Ticker: AIM:BRY
 
 
 
 
 
 
 
 
Brady plc
Brady plc
Brady plc is the leading provider of software solutions for global commodity trading. They offer a choice of trading and risk management applications designed to enable producers, financial organisations and trading companies to manage their commodity transactions in an integrated solution.
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$39.97
EBITDA ($mm)
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EBIT ($mm)
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Net Income ($mm)
Employees
253
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Ticker: ASX:HUB
 
 
 
 
 
 
 
 
Hub24 Pty. Ltd.
Hub24 Pty. Ltd.
HUB24's award-winning investment and superannuation platform offers a comprehensive range of investment options, including superior administration, transaction and reporting solutions, for individuals, companies, trusts, associations and self-managed super funds.
year
2016
rev ($mm)
$32.55
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
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Ticker: LSE:GHT
 
 
 
 
 
 
 
 
Gresham Computing
Gresham Computing
Gresham Computing plc is a leading software and services company that specialises in providing real-time transaction control and enterprise data integrity solutions. Gresham’s Clareti software platform is designed to provide financial institutions with complete certainty in their data processing.
year
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$32.28
EBITDA ($mm)
$1.73
EBIT ($mm)
$0.98
Net Income ($mm)
Employees
141
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Ticker: BUSE:OPUS
 
 
 
 
 
 
 
 
Opus Global, Inc.
Opus Global is a global risk and compliance SaaS and data solution company, founded on a simple premise: that faster, better decisions in compliance and risk management give businesses an extraordinary advantage in the marketplace.
year
2017
rev ($mm)
$160.13
EBITDA ($mm)
$24.64
EBIT ($mm)
$18.91
Net Income ($mm)
$21.05
Employees
47
  • drill down
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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
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rev ($mm)
$38.04
EBITDA ($mm)
$2.96
EBIT ($mm)
$1.05
Net Income ($mm)
$0.18
Employees
0
  • drill down
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Ticker: ASX:RKN
 
 
 
 
 
 
 
 
Reckon Limited
Reckon Limited
Reckon Limited (RKN) is an Australian publicly listed company well known as a leading provider of software solutions for accounting and bookkeeping professionals, as well as small to medium sized businesses, small office/home office users and personal wealth management.
year
2020
rev ($mm)
$54.95
EBITDA ($mm)
$9.52
EBIT ($mm)
$8.47
Net Income ($mm)
$5.93
Employees
118
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Ticker: ASX:TDY
 
 
 
 
 
 
 
 
thedocyard
thedocyard
thedocyard is a global leader in end-to-end transaction management solutions. thedocyard offers a cloud-based deal management platform that can manage the entire lifecycle of any corporate or commercial transaction. The platform enables advisers to run and execute every stage of a deal in one place.
year
2020
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$0.49
EBITDA ($mm)
($1.70)
EBIT ($mm)
($1.74)
Net Income ($mm)
Employees
880
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Ticker: HLSE:HEEROS
 
 
 
 
 
 
 
 
Heeros Plc
Heeros Plc
Heeros is a Finnish software company specialising in cloud-based financial administration solutions. Its solutions cover all the basic tasks of financial administration, from scanning paper invoices to processing and archiving purchase and sales invoices and travel receipts.
year
2021
rev ($mm)
$10.03
EBITDA ($mm)
$0.69
EBIT ($mm)
$0.63
Net Income ($mm)
$0.43
Employees
79
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