Like Eagle Technology Management, Inc.

announced 5/30/2019 via Company Press Release

Sovos Compliance, will acquire Eagle Technology Management, Inc.

synopsis: Global tax software provider Sovos announced it will acquire Eagle Technology Management (ETM), which provides statutory financial reporting and insurance premium tax software to insurers, and unclaimed property reporting solutions and services to financial institutions, corporations and insurers in the US.
buyer parent: HgCapital
buyer: Sovos Compliance
Sovos is a leading global provider of software that safeguards businesses from the burden and risk of modern tax. The Sovos Intelligent Compliance Cloud is the first complete solution for modern tax, giving businesses a global solution for tax determination, e-invoicing compliance and tax reporting."
target: Eagle Technology Management, Inc.
Eagle Technology Management (ETM) is a Web-application-development firm that specializes in providing statutory financial reporting, tax-compliance, and unclaimed property reporting services, making its clients more efficient, consistently accurate, and uniformly compliant.
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closed 12/2/2020 via BusinessWire

Avalara, acquired Impendulo Limited

synopsis: Avalara, a leading provider of tax compliance automation software for businesses of all sizes, has acquired Impendulo Limited, a London-based provider of insurance tax compliance solutions. Impendulo gives Avalara access to the global insurance compliance business, a new market that could benefit from automation technology.
buyer: Avalara (:$500.57)
Avalara helps businesses of all sizes get tax compliance right. In partnership with leading Enterprise Resource Planning, accounting, ecommerce, and other financial management system providers, Avalara delivers cloud-based compliance solutions for various transaction taxes. "
target: Impendulo Limited
Impendulo is a London-based provider of insurance tax compliance management technology and services. Impendulo helps its clients in a multi-step process, from acting as the required in-country tax representative and agent to rate calculations, filings, returns, and audit support.
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closed 9/9/2020 via Company Press Release

Lucht Probst Associates GmbH, acquired Acarda

synopsis: Lucht Probst Associates (LPA), a global market leader in capital market technology (CapTech), has acquired acarda, one of the leading international service and solution providers for banks, insurance companies, asset managers and fund administrators. acarda's arep solution is a SaaS-based platform for regulatory reporting.
buyer: Lucht Probst Associates GmbH
Lucht Probst Associates (LPA) is a global technology company specialising in the demands and characteristics of the capital market sector. LPA offers market-leading solutions that support banks in efficient compliance. "
target: Acarda
acarda is one of the leading international service and solution providers for banks, insurance companies, asset managers and fund administrators. acarda's arep solution is a SaaS-based platform for regulatory reporting. The platform provides solutions for PRIIPs & MiFID II, AIFMD Reporting and more.
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closed 5/16/2019 via Company Press Release

Vertafore, Inc., acquired VUE Software

synopsis: Vertafore, the leader in modern insurance technology, has acquired VUE Software (VUE). VUE offers configurable solutions to meet the unique needs of the Life and Annuity, Health, and Property and Casualty markets. VUE is a leader in Distribution-Modernization and supports multiple product types, distribution channels, and hierarchy types.
buyer parent: Bain Capital
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 parent: Computer Solutions & Software International, Inc.
target: VUE Software
VUE Software is a platform for Insurers. VUE offers configurable solutions to meet the unique needs of the Life and Annuity, Health, and Property and Casualty markets. VUE leads the Distribution-Modernization movement and supports multiple product types, distribution channels, and hierarchy types.
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closed 12/17/2018 via BNC Analysis

Effisoft SARL merged with Prima Solutions,

synopsis: Prima Solutions and Effisoft announce their merger to create a global InsureTech company. Effisoft is the leading vendor of reinsurance and regulatory software solutions for insurance and reinsurance companies across the globe.
buyer parent: Carlyle Group
buyer: Prima Solutions
Prima Solutions provides P&C and L&H insurers the Prima Insure™ software platform to become a leader in insurance innovation. 100% web enabled, multilingual and delivered via SaaS mode, its addresses the entire life cycle of an insurance policy. "
target: Effisoft SARL
Effisoft is a Paris-based international group that designs software solutions for insurance and reinsurance professionals. The group specializes in optimizing reinsurance operations and regulatory compliance with Solvency II.
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closed 10/17/2018 via PR Newswire

Compliance Solutions Strategies, acquired TradeChannel AB

synopsis: Compliance Solutions Strategies ("CSS"), the leading global RegTech platform backed by CIP Capital, has acquired TradeChannel, a leading provider of post-trade regulatory reporting, data and systems integration software to the financial services industry. TradeChannel is based in Stockholm, Sweden.
buyer parent: CIP Capital
buyer: Compliance Solutions Strategies
Compliance Solutions Strategies (CSS) is a leading provider of technology-enabled regulatory and compliance solutions to the financial services industry. The CSS platform is comprehensive, offering regulatory reporting, data management, outsourced compliance management and more. "
target: TradeChannel AB
TradeChannel is a leading software company that assists the Nordic financial community with post-trade regulatory reporting, data and systems integration software solutions. Its client base includes major Nordic asset managers, pension funds, banks and insurance companies.
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closed 10/13/2011 via BusinessWire

Sircon Corporation, acquired Kaplan Compliance Solutions

synopsis: Vertafore, the leading provider of insurance distribution channel management solutions, announced that the acquisition of Kaplan Compliance Solutions ("KCS") by its wholly owned subsidiary, Sircon, has closed. KCS is a technology and outsourcing solutions provider for the insurance and securities industries.
buyer parent: TPG Capital
buyer: Sircon Corporation
Sircon Corp focuses specifically on the needs of the insurance industry, providing software and services to a variety of stakeholders including carriers, agencies, MGAs, individual producers, education providers and state regulators. "
target parent: The Washington Post Company
target: Kaplan Compliance Solutions
Kaplan Compliance Solutions (KCS) is a technology and outsourcing solutions provider for the insurance and securities industries. The company develops software and outsourcing solutions that streamline and automate the complex processes of on-boarding and producer and representative lifecycle.
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closed 10/22/2013 via BusinessWire

iPipeline, Inc., acquired Aplifi Inc

synopsis: iPipeline®, the leader in on-demand marketing, selling and processing solutions for the nation’s top insurance carriers, distributors and producers, announced the acquisition of Aplifi®, who has maintained a strong reputation for providing life and annuity solutions to the financial services industry.
buyer: iPipeline, Inc.
iPipeline's channel solutions for carriers, distributors, and producers automate activities for quoting, forms processing, illustrations development, requirements ordering, contracting, and content distribution, enabling the insurance industry to market, sell, and process faster. "
target parent: Bluff Point Associates
target: Aplifi Inc
Aplifi is a leading technology and service provider to the life and annuity industry. Aplifi provides a vast array of process automation and seamless integration to more than 50 of the country's largest and most well known insurance carriers along with over 1,000 distributors.
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closed 9/2/2020 via Company Press Release

Docapost, acquired InAdvans SAS

synopsis: Docaposte has acquired InAdvans, a company that develops services dedicated to the digital strategies of regulated health sectors: healthcare industry, insurance, and healthcare professionals. Their solutions integrate legal and regulatory requirements for the digital transformation of business needs and the development of new services.
buyer parent: Le Groupe La Poste
buyer: Docapost
DOCAPOST, by combining collaborative platforms, professional expertise, digital and industrial capacities, has asserted itself as a trusted business partner in digital and mobile transformation for organizations. "
target: InAdvans SAS
InAdvans develops services dedicated to the digital strategies of regulated health sectors: healthcare industry, insurance, and healthcare professionals. Their solutions integrate legal and regulatory requirements for the digital transformation of business needs and the development of new services.
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closed 7/13/2020 via PR Web

OEConnection LLC, acquired NuGen IT

synopsis: OEConnection (OEC), the leading automotive technology provider for OEM distribution networks, has acquired NuGen IT, Inc., a developer of information management software tools for the property and casualty insurance industry. NuGen IT provides integrated auto and homeowners' claims processing, workflow and business process compliance solutions.
buyer parent: Genstar Capital LLC
buyer: OEConnection LLC
OEConnection (OEC) is an automotive technology provider for OEM (original equipment manufacturer) distribution networks. Its suite of ecommerce, pricing, supply chain, business intelligence, part cataloging, data solutions, and services helps automakers and their dealer networks sell more OE parts. "
target: NuGen IT
NuGen IT is a developer of information management software tools for the property and casualty insurance industry and its partners. NuGen IT provides integrated auto and homeowners' claims processing, workflow and business process compliance solutions.
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closed 7/31/2019 via BNC Analysis

Prima Solutions, acquired OOliba NV

synopsis: Prima Solutions, provider of the Prima Insure™ software platform for the insurance sector, is continuing its growth strategy with the acquisition of Belgian company Ooliba, which specializes in actuarial solutions and regulatory compliance. Ooliba is a comprehensive and modular Solvency II software solution.
buyer parent: Carlyle Group
buyer: Prima Solutions
Prima Solutions provides P&C and L&H insurers the Prima Insure™ software platform to become a leader in insurance innovation. 100% web enabled, multilingual and delivered via SaaS mode, its addresses the entire life cycle of an insurance policy. "
target: OOliba NV
Ooliba is a Belgian company which specializes in actuarial solutions and regulatory compliance. Ooliba is a comprehensive and modular Solvency II software solution fully addressing the Solvency II quantitative needs of insurers, reinsurers and captives.
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closed 6/4/2014 via PR Newswire

Ryan, LLC, purchased Propery Compliance Software Business from StoneRiver, Inc.

synopsis: Ryan, a leading global tax services firm with the largest indirect and property tax practices in North America, announced that it has acquired the Unclaimed Property Compliance business from StoneRiver, which includes the industry-leading TRACKER® Unclaimed Property Software application.
buyer: Ryan, LLC
Ryan is an award-winning global tax services firm, with the largest indirect tax practice in North America and the seventh largest corporate tax practice in the United States. The Firm provides a comprehensive range of state, local, federal, and international tax advisory and consulting services. "
seller: StoneRiver, Inc.
StoneRiver's Unclaimed Property Compliance business includes the industry-leading TRACKER® Unclaimed Property Software application. The system simplifies compliance with due diligence requirements, and generates all the necessary reports for state officials.
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closed 7/11/2006 via PR Newswire

Abovehealth merged with Healthation LLC,

synopsis: Healthation announced the completion of a merger with Abovehealth, a healthcare information technology company offering comprehensive HIPAA-compliant Web portal and electronic business transaction solutions.
buyer: Healthation LLC
Healthation is a healthcare technology company helping payers and administrators improve business performance with user-driven benefits management and transaction processing solutions. Healthation's goal is to accelerate a retail transform in healthcare a with a real-time, open exchange platform. "
target: Abovehealth
Abovehealth, a healthcare information technology company offering comprehensive HIPAA-compliant Web portal and electronic business transaction solutions. Abovehealth is a private corporation with headquarters in San Diego, CA.
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announced 3/23/2012 via BNC Analysis

Verisk Analytics, Inc., will acquire MediConnect Global, Inc.

synopsis: Verisk Analytics, Inc., a leading source of information about risk, has signed an agreement to acquire MediConnect Global, Inc., a leading provider of proprietary systems and services that facilitate the aggregation and analysis of medical records. MediConnect has a repository that is digitized, indexed, and securely hosted online.
buyer: Verisk Analytics, Inc. (NasdaqGS:VRSK:$2,784.60)
Verisk Analytics is a leading provider of information about risk to professionals in insurance, healthcare, mortgage, government, and risk management. Verisk Analytics helps customers protect people, property, and financial assets. "
target: MediConnect Global, Inc.
MediConnect Global, Inc. is a worldwide leader in innovative medical record retrieval, digitization, and management for organizations and individuals. MediConnect Global, Inc. is one of the largest cloud-based health information exchanges.
price ($mm)[EV]
$332 [$324]
rev ($mm)
$45
EBITDA ($mm)
$14
EV / rev
7.5x
EV / EBITDA
25.2x
closed 11/19/2020 via Company Press Release

Kaizen Reporting, acquired Single Rulebook

synopsis: Kaizen Reporting, a leading regulatory reporting assurance firm in the UK, has acquired Single Rulebook, a UK-based software solution for the management of regulatory rules. Single Rulebook provides a solution that allows financial institutions, law firms and consultancies to search, share and manage regulatory change more efficiently.
buyer: Kaizen Reporting
Kaizen Reporting is regulatory reporting specialist in the UK on a mission to transform the quality of regulatory reporting in the financial services industry. They offer market-leading assurance and shareholding disclosure services that combine regulatory expertise with advanced technology. "
target: Single Rulebook
Single Rulebook is a UK-based software solution for the management of regulatory rules. Single Rulebook provides a solution that allows financial institutions, law firms and consultancies to search, share and manage regulatory change more efficiently.
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closed 6/10/2019 via BNC Analysis

Ideagen Plc, acquired Redland Business Solutions Limited

synopsis: Ideagen plc, the UK-based, leading global software firm, has acquired Redland Business Solutions Ltd, a RegTech SaaS company in the UK that supplies regulatory and compliance software to the financial services industry. Redland’s software platform, Insight, is a SM&CR solution for banks, investment managers, asset managers and insurance companies.
buyer: Ideagen Plc (AIM:IDEA:$81.16)
Ideagen is a global provider of quality, safety, audit, performance and risk management software. With an excellent portfolio of software products, Ideagen helps leading brands improve operational efficiency, strengthen compliance and oversight and anticipate and manage every detail of risk. "
target: Redland Business Solutions Limited
Redland is a RegTech SaaS company in the UK that supplies regulatory and compliance software to the financial services industry. Redland’s software platform, Insight, is a Senior Managers & Certification Regime (SM&CR) solution for banks, investment managers, asset managers and insurance companies.
price ($mm)
$20
rev ($mm)
$5
EBITDA ($mm)
EV / rev
3.8x
EV / EBITDA
closed 5/31/2017 via BusinessWire

PwC, purchased Unclaimed Property Search Automation Technology from The Locator Services Group Ltd.

synopsis: PwC announced the acquisition of certain assets from The Locator Services Group (TLSG), an industry leader in corporate asset recovery for Fortune 500 companies. The assets include TLSG's proprietary technology which automates the unclaimed property search process.
buyer: PwC
PwC’s accounting practice originated in London well over a century ago, and has expanded worldwide. PwC’s professional services include audit and assurance, tax and consulting that cover such areas as cybersecurity and privacy, human resources, deals and forensics. "
seller: The Locator Services Group Ltd.
The Locator Services Group's (TLSG) proprietary technology automates the unclaimed property search process, increasing and expediting the identification and recovery of unclaimed assets for companies.
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closed 9/2/2013 via BusinessWire

Wolters Kluwer Financial Services, purchased SVENSON from SmartStream Technologies

synopsis: Wolters Kluwer Financial Services, a leading worldwide provider of comprehensive compliance, risk management, finance, and audit solutions for the financial services industry, announced it has completed the acquisition of SVENSON - a market leading regulatory reporting software suite for financial institutions, which is based in Austria.
buyer parent: Wolters Kluwer NV
buyer: Wolters Kluwer Financial Services
Wolters Kluwer Financial Services provides audit, risk and compliance solutions that help financial organizations improve efficiency and effectiveness across their enterprise. The company’s prominent brands include: FRSGlobal, ARC Logics for Financial Services, Bankers Systems, and more. "
seller parent: Dubai International Financial Centre
seller: SmartStream Technologies
SVENSON is a market leading regulatory reporting software suite for financial institutions. The SVENSON product suite is built on a strong platform to support automated and integrated regulatory reporting and risk management.
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closed 1/7/2008 via PR Newswire

SunGard Data Systems Inc., acquired Financial Technology Integrators

synopsis: SunGard has acquired the assets of Financial Technology Integrators, LLC. FTI delivers portfolio management, pre-trade compliance, regulatory compliance, integrated performance reporting and modeling systems in a Web services environment.
buyer: SunGard Data Systems Inc.
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. "
target: Financial Technology Integrators
Financial Technology Integrators is a provider of ASP-based financial service applications for the bank, trust and investment management community. FTI's services combine financial data from multiple systems with a customized solution to enhance and streamline investment processes and workflows.
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closed 9/4/2007 via BusinessWire

Skywire Software, acquired Whitehill Technologies, Inc.

synopsis: Skywire Software announced the successful completion of its acquisition of Whitehill Technologies, Inc., solidifying the company’s position as a dominant, vertically focused provider of software and services worldwide. Terms of the transaction were not disclosed. Skywire Software is a privately held subsidiary of Hall Financial Group.
buyer parent: Hall financial group
buyer: Skywire Software
Skywire Software is a diversified software company focused on insurance, financial services, and enterprise services management. More than 150 customers in 10 countries benefit from the company's software applications and professional services. "
target parent: Whitehill Technologies, Inc.
target: Whitehill Technologies, Inc.
Whitehill Technologies, Inc. develops and implements proven software that accelerates business communication by automating document creation, workflow, and compliance. Our customers include over 700 large law firms and insurance carriers in 45 countries.
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announced 5/30/2019 via Company Press Release

Sovos Compliance, will acquire Eagle Technology Management, Inc.

synopsis: Global tax software provider Sovos announced it will acquire Eagle Technology Management (ETM), which provides statutory financial reporting and insurance premium tax software to insurers, and unclaimed property reporting solutions and services to financial institutions, corporations and insurers in the US.
buyer parent: HgCapital
buyer: Sovos Compliance
Sovos is a leading global provider of software that safeguards businesses from the burden and risk of modern tax. The Sovos Intelligent Compliance Cloud is the first complete solution for modern tax, giving businesses a global solution for tax determination, e-invoicing compliance and tax reporting."
target: Eagle Technology Management, Inc.
Eagle Technology Management (ETM) is a Web-application-development firm that specializes in providing statutory financial reporting, tax-compliance, and unclaimed property reporting services, making its clients more efficient, consistently accurate, and uniformly compliant.
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closed 12/9/2020 via BNC Analysis

Sovos Compliance, acquired LTtax Inc

synopsis: Global tax software provider Sovos has acquired LTtax, a New York-based provider of payroll withholding and unemployment tax software serving some of the largest retailers, financial institutions and insurers operating in the United States.
buyer parent: HgCapital
buyer: Sovos Compliance
Sovos is a leading global provider of software that solves the complexities of the digital transformation of tax, with complete, connected offerings for tax determination, continuous transaction control compliance, tax reporting, and more. "
target: LTtax Inc
LTtax is a New York-based provider of payroll withholding and unemployment tax software serving some of the largest retailers, financial institutions and insurers operating in the United States.Large enterprises that manage their own payroll services in-house trust LTtax for automated processing.
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closed 7/22/2020 via PR Web

Sovos Compliance, acquired Accordance Technical Service Ltd.

synopsis: Sovos has acquired Accordance, a UK-based value-added tax (VAT) managed services company. By combining both companies’ managed services, Sovos can accelerate the introduction of intelligent data integration and data quality dashboards coupled with cloud interfaces for customers to more easily manage any VAT compliance model as regulations evolve.
buyer parent: HgCapital
buyer: Sovos Compliance
Sovos is a leading global provider of software that solves the complexities of the digital transformation of tax, with complete, connected offerings for tax determination, continuous transaction control compliance, tax reporting, and more. "
target: Accordance Technical Service Ltd.
UK-based Accordance is an international VAT consultancy and compliance firm, enabling businesses to trade confidently through the provision of expert-led, tech-enabled compliance. Its VAT consultants specialize in cross-border transactions and advise companies across the EU and beyond.
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closed 5/6/2020 via BNC Analysis

Sovos Compliance, acquired Taxweb

synopsis: Global tax software provider Sovos announced it has acquired São Paulo-based Taxweb, a provider of tax determination software for enterprises operating in Brazil. Taxweb serves many of the largest retailers in Brazil (including eight of the top 10) with a cloud-first approach and flexible APIs that reflect Sovos' product strategy.
buyer parent: HgCapital
buyer: Sovos Compliance
Sovos is a leading global provider of software that safeguards businesses from the burden and risk of modern tax. The Sovos Intelligent Compliance Cloud is the first complete solution for modern tax, giving businesses a global solution for tax determination, e-invoicing compliance and tax reporting."
target: Taxweb
São Paulo-based Taxweb is a provider of tax determination software for enterprises operating in Brazil. The company serves many of the country's largest retailers, including eight of the top 10 retailers. The tax environment in Brazil poses a huge challenge to companies in Brazilian cities.
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closed 2/5/2020 via BNC Analysis

Sovos Compliance, acquired Booke Seminars

synopsis: Global tax software provider Sovos announced it has acquired Booke Seminars, which provides critically important educational seminars to employees of insurance companies and the Internal Revenue Service (IRS) on topics across property, casualty, life and health insurance sectors.
buyer parent: HgCapital
buyer: Sovos Compliance
Sovos is a leading global provider of software that safeguards businesses from the burden and risk of modern tax. The Sovos Intelligent Compliance Cloud is the first complete solution for modern tax, giving businesses a global solution for tax determination, e-invoicing compliance and tax reporting."
target parent: Aon plc
target: Booke Seminars
Booke Seminars provides critically important educational seminars to employees of insurance companies and the Internal Revenue Service (IRS) on topics across property, casualty, life and health insurance sectors.
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announced 5/30/2019 via Company Press Release

Sovos Compliance, will acquire Eagle Technology Management, Inc.

synopsis: Global tax software provider Sovos announced it will acquire Eagle Technology Management (ETM), which provides statutory financial reporting and insurance premium tax software to insurers, and unclaimed property reporting solutions and services to financial institutions, corporations and insurers in the US.
buyer parent: HgCapital
buyer: Sovos Compliance
Sovos is a leading global provider of software that safeguards businesses from the burden and risk of modern tax. The Sovos Intelligent Compliance Cloud is the first complete solution for modern tax, giving businesses a global solution for tax determination, e-invoicing compliance and tax reporting."
target: Eagle Technology Management, Inc.
Eagle Technology Management (ETM) is a Web-application-development firm that specializes in providing statutory financial reporting, tax-compliance, and unclaimed property reporting services, making its clients more efficient, consistently accurate, and uniformly compliant.
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closed 5/28/2019 via Company Press Release

Sovos Compliance, acquired Foriba

synopsis: Global tax software provider Sovos announced it will acquire Istanbul-based Foriba, a leading player in e-invoicing, e-delivery notes, e-receipts and periodic value-added tax (VAT) reporting. Foriba will further strengthen Sovos’ tax solution built for a digital world, with tax determination, e-invoicing compliance and tax reporting solutions.
buyer parent: HgCapital
buyer: Sovos Compliance
Sovos is a leading global provider of software that safeguards businesses from the burden and risk of modern tax. The Sovos Intelligent Compliance Cloud is the first complete solution for modern tax, giving businesses a global solution for tax determination, e-invoicing compliance and tax reporting."
target: Foriba
Headquartered in Turkey, Foriba is a leading regulatory technologies company helping enterprises to easily transfer their accounting and finance-based business processes to a digital platform. The company delivers 25 different solutions and services in more than 10 countries.
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announced 5/3/2018 via PR Web

Sovos Compliance, will acquire TrustWeaver

synopsis: Sovos, a provider of tax software, will acquire Sweden-based TrustWeaver, a provider of cloud software that helps businesses authenticate and archive electronic documents for VAT audit purposes. TrustWeaver allows organizations to execute their ERP, workflow and archiving strategies in adherence to laws governing transactions and auditability.
buyer parent: HgCapital
buyer: Sovos Compliance
Sovos is a provider of software that safeguards businesses from the burden and risk of modern tax. The Sovos Intelligent Compliance Cloud is a secure and reliable cloud software platform to create a global solution for tax determination, e-invoicing compliance and tax reporting. "
target: TrustWeaver
Sweden-based TrustWeaver provides a cloud-based compliance service for electronic invoicing and other legally critical documents. TrustWeaver allows organizations to execute their ERP, workflow and archiving strategies with guaranteed adherence to laws governing transactions and auditability.
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closed 8/2/2017 via PR Web

Sovos Compliance, acquired Paperless

synopsis: Global tax compliance and reporting software leader Sovos announced that it has acquired Chile-based Paperless. Paperless is the world’s largest eReceipts and eDocuments company, processing more than two billion transactions across more than 40,000 third-party systems in 2016.
buyer parent: HgCapital
buyer: Sovos Compliance
Sovos is a global leader in tax compliance and business-to-government reporting software. The Sovos Intelligent Compliance Cloud combines world-class regulatory analysis with a cloud software platform to create an adaptable, connected and global compliance solution. "
target: Paperless
Paperless is the leading electronic receipts and electronic document management company in Latin America. For more than 14 years, Paperless has provided long term, scalable solutions that are easily implemented into over 40,000 systems.
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announced 6/8/2016 via Company Press Release

Sovos Compliance, will acquire Invoiceware International

synopsis: Sovos Compliance, a global leader in tax and business-to-government compliance software, announced that it plans to acquire Invoiceware International, the leader in Latin America electronic invoicing. The company provides solutions and services that reduce the risk and cost of maintaining compliance for the world’s largest companies.
buyer parent: HgCapital
buyer: Sovos Compliance
Sovos delivers technologies to empower businesses to succeed as they navigate the challenges of global compliance. They enable over 4,500 clients to operate with the confidence to thrive in today’s dynamic regulatory environment. "
target: Invoiceware International
Invoiceware International, the leader in Latin America electronic invoicing, provides solutions and services that reduce the risk and cost of maintaining compliance across the region for the world’s largest companies including The Coca-Cola Company, Intermec, Kellogg, DuPont, and Siemens.
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closed 1/19/2016 via Company Press Release

HgCapital, acquired Sovos Compliance

synopsis: HgCapital, a sector expert private equity investor, announced a majority investment in Sovos Compliance, a leading provider of regulatory tax compliance software, headquartered in Boston, USA.
buyer: HgCapital
HgCapital is a robust and properly aligned private equity investment firm. Their investment teams manage three investment funds, HgCapital 7, their latest mid-market buyout fund, RPP2 their renewable energy infrastructure fund and HgCapital Mercury, their TMT-focused small buyout fund. "
target parent: Vista Equity Partners
target: Sovos Compliance
Sovos Compliance designs technology solutions to help businesses meet the demands of their unique tax compliance and reporting obligations. Sovos combines the trusted industry expertise and global research capabilities of Convey, Taxware, and VAT Resource.
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closed 5/27/2015 via PR Web

Sovos Compliance, acquired Tax Exemption Administrative Management System

synopsis: Sovos Compliance, an industry leader in tax compliance and reporting, has acquired Imaging Science and Services ("ISSI"). ISSI's Tax Exemption Administrative Management System ("TEAMS") is a web-enabled software solution that automates the acquisition, organization and management of sales tax exemption certificates.
buyer parent: Vista Equity Partners
buyer: Sovos Compliance
Sovos Compliance designs technology solutions to help businesses meet the demands of their unique tax compliance and reporting obligations. Sovos Compliance gives clients peace of mind by simplifying tax compliance, providing greater control and visibility, and mitigating compliance risk. "
target: Tax Exemption Administrative Management System
Tax Exemption Administrative Management System ("TEAMS"), developed by Imaging Science and Services ("ISSI"), is a web-enabled software solution that automates the acquisition, organization and management of sales tax exemption certificates.
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closed 7/2/2014 via PE Hub

Taxware, acquired Convey Compliance Systems

synopsis: Taxware, a global provider of indirect tax software, managed services, and regulatory content is merging with Convey Compliance Systems, the #1 private third-party filer of 1099 forms. Taxware is a portfolio company of Vista Equity Partners.
buyer parent: Vista Equity Partners
buyer: Taxware
Taxware provides sales, use and value added tax determination and compliance software as well as compliance outsourcing solutions to more than 1,200 customers. Taxware’s tax management solution integrates with a wide-array of ERP, e-commerce and POS systems. "
target: Convey Compliance Systems
Convey is focused on providing technology tools and services to simplify and reduce costs related to tax information reporting. Convey is at the forefront of the industry for providing third-party reporting technology and services to over 2,000 clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/18/2012 via PR Newswire

Vista Equity Partners, acquired ADP Taxware

synopsis: Vista Equity Partners announced it has completed its acquisition of the Taxware business from ADP in an agreement that was announced on November 6th, 2012. The company will continue to use the Taxware name, a trusted brand in the sales, use and value added tax industry since 1979.
buyer: Vista Equity Partners
Vista, a U.S.-based private equity firm with offices in San Francisco, Chicago, and Austin, invests over $6.6 billion in capital committed to dynamic, successful technology-based organizations led by world-class management teams with long-term perspective. "
target parent: Automatic Data Processing, Inc.
target: ADP Taxware
ADP Taxware's Taxware Enterprise combines market leading tax research with the latest technology. Operating as an integral part of an existing financial or accounting system, Taxware Enterprise automatically calculates taxes for sales, purchases and rentals.
price ($mm)
rev ($mm)
$50
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
announced 5/30/2019 via Company Press Release

Sovos Compliance, will acquire Eagle Technology Management, Inc.

synopsis: Global tax software provider Sovos announced it will acquire Eagle Technology Management (ETM), which provides statutory financial reporting and insurance premium tax software to insurers, and unclaimed property reporting solutions and services to financial institutions, corporations and insurers in the US.
buyer parent: HgCapital
buyer: Sovos Compliance
Sovos is a leading global provider of software that safeguards businesses from the burden and risk of modern tax. The Sovos Intelligent Compliance Cloud is the first complete solution for modern tax, giving businesses a global solution for tax determination, e-invoicing compliance and tax reporting."
target: Eagle Technology Management, Inc.
Eagle Technology Management (ETM) is a Web-application-development firm that specializes in providing statutory financial reporting, tax-compliance, and unclaimed property reporting services, making its clients more efficient, consistently accurate, and uniformly compliant.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/7/2021 via BusinessWire

QAD Inc., acquired Foreign-Trade Zone Corporation

synopsis: QAD Inc., a leading provider of flexible, cloud-based enterprise software and services for global manufacturing companies, has acquired Foreign-Trade Zone Corporation (FTZC), a provider of cloud-based Foreign-Trade Zone (FTZ) software and consulting services. FTZC's SmartZone software provides solutions for FTZ inventory control and compliance.
buyer: QAD Inc. (QADI:$307.87)
QAD is a leading provider of adaptive, cloud-based enterprise software and services for global manufacturing companies. QAD solutions help customers in various industries rapidly adapt to change and innovate for competitive advantage. "
target: Foreign-Trade Zone Corporation
Foreign-Trade Zone Corporation (FTZC) is a provider of cloud-based Foreign-Trade Zone (FTZ) software and consulting services. FTZC has helped complete more than 1,000 FTZ projects for well-known global businesses. Their SmartZone software provides solutions for FTZ inventory control and compliance.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/25/2021 via PR Newswire

Ironclad, Inc., acquired PactSafe

synopsis: Ironclad, the #1 contract lifecycle management (CLM) platform for innovative companies, has acquired PactSafe, the leading clickwrap transaction platform (CTP). PactSafe helps companies to update online legal terms, track and gain acceptance of those terms, and identify areas of potential risk before they become an issue.
buyer: Ironclad, Inc.
Ironclad is the #1 contract lifecycle management platform for innovative companies. Ironclad is used by leading innovators to collaborate and negotiate on contracts. Their platform enables companies to accelerate contracting while maintaining compliance. "
target: PactSafe
PactSafe is a clickwrap transaction platform that enables companies to process high volume agreements rapidly and painlessly. PactSafe helps companies to update online legal terms, track and gain acceptance of those terms, and identify areas of potential risk before they become an issue.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 3/24/2021 via PR Newswire

OneTrust LLC, will acquire Convercent

synopsis: OneTrust, the #1 fastest-growing company on the Inc. 500 and category-defining enterprise platform to operationalize trust, will acquire Convercent, a global provider of ethics and compliance cloud software. Integrating Convercent into OneTrust further enhances the platform's foundation of trust through advanced ethics and compliance capabilities.
buyer: OneTrust LLC
OneTrust is the #1 fastest growing and most widely used technology platform to help organizations be more trusted, and operationalize privacy, security, data governance, and ethics and compliance programs. "
target: Convercent
Convercent is the leading global provider of ethics and compliance software. Its Ethics Cloud Platform leverages a global dataset to deliver business leaders the insights required to make proactive, informed decisions about their company's ethical health through real-time dashboards and analytics.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/18/2021 via BusinessWire

SailPoint, will acquire Intello

synopsis: SailPoint Technologies Holdings, Inc., the leader in identity security for the cloud enterprise, will acquire Intello, a SaaS management company that helps organizations to discover, manage, and secure SaaS applications. Intello's SaaS Operations platform enables companies to manage their SaaS spend, usage and compliance data.
buyer: SailPoint (SAIL:$350.91)
SailPoint is the leader in enterprise identity governance and brings the Power of Identity to customers worldwide. SailPoint’s open identity platform gives organizations the power to enter new markets, scale their workforces, embrace new technologies, innovate faster, and compete on a global basis. "
target: Intello
Intello is a SaaS management company that helps organizations to discover, manage, and secure SaaS applications. Intello's SaaS Operations platform monitors all internal software subscriptions and enables companies to manage their SaaS spend, usage and compliance data.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/11/2020 via PR Newswire

CodeNotary, acquired Opvizor, Inc.

synopsis: CodeNotary (vChain Inc), the leading Open Source company for immutable ledger solutions, announces the closing of the acquisition of Opvizor Inc, a U.S. ledger and log compliance software company. Opvizor provides integrity and trust solutions to hundreds of enterprise customers worldwide like Motorola.
buyer: CodeNotary
CodeNotary Ledger Compliance® provides customers a tamperproof ledger solution which enables the immutable recording of sensitive data through the same cryptographic verification of traditional distributed ledger solutions. "
target: Opvizor, Inc.
Opvizor Inc is a U.S. ledger and log compliance software company. Opvizor Inc, a venture capital-backed company, provides integrity and trust solutions to hundreds of enterprise customers worldwide like Motorola, Docusign, and the US State Dept.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/28/2020 via BusinessWire

Veritas Technologies Corporation, acquired Globanet

synopsis: Veritas Technologies, a global leader in data protection, availability and insights, announced that it has acquired Globanet, a leading provider of information archiving, data migration, Designated Third Party (D3P) compliance, and eDiscovery solutions worldwide.
buyer parent: Carlyle Group
buyer: Veritas Technologies Corporation (VRTS:$1,747.10)
With the Veritas Technologies platform, customers can accelerate their digital transformation and solve pressing IT and business challenges including multi-cloud data management, data protection, storage optimization, compliance readiness and workload portability. "
target: Globanet
Globanet is a leading provider of information archiving, data migration, Designated Third Party (D3P) compliance, and eDiscovery solutions worldwide.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/2/2020 via BNC Analysis

The Citadel Group Limited, acquired eQstats Pty Ltd

synopsis: The Citadel Group has made a move to expand its health business by acquiring Australian risk software vendor eQstats. Based in Sydney, eQstats provides automated reporting, integrated data, data measurement and data compliance tools large organisations to help their compliance.
buyer: The Citadel Group Limited (ASX:CGL:$88.30)
Citadel is an enterprise software and services company. They specialise in managing information in complex environments through integrating know-how, systems and people to provide information on an anywhere-anytime basis. "
target: eQstats Pty Ltd
eQstats is a global software development company, providing advanced systems for complex and large organisations, enabling them to effectively manage their quality and risk information. eQstats makes accreditation and certification risk-free via automated reporting and integrated data.
price ($mm)
$0.79
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/4/2020 via BNC Analysis

InsiderLog, acquired Ticker Software and Sidonnaisuusrekisteri.fi

synopsis: InsiderLog, an insider list management solution in the Nordic region, has acquired Finnish regulatory technology firms Ticker Software and Sidonnaisuusrekisteri.fi. Ticker offers a web service for handling MAR compliant insider lists. Sidonnaisuusrekisteri.fi is a web service that allows municipal organizations to announce and maintain liabilities.
buyer parent: Euronext N.V.
buyer: InsiderLog
InsiderLog is the leading insider list management solution in the Nordic region. Its insider list management tool solves most of the compliance and reporting burden resulting from MAR regulation. InsiderLog is a web based platform based on an annual subscription model. "
target: Ticker Software and Sidonnaisuusrekisteri.fi
Ticker Software is a Finnish leader in insider list management. Ticker offers a web service for handling Market Abuse Regulation (MAR) compliant insider lists. Sidonnaisuusrekisteri.fi is a Finnish web service that allows municipal organizations to announce and maintain liabilities.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/31/2020 via Company Press Release

Data Legal Drive, acquired Captain DPO

synopsis: Data Legal Drive, a French software company that specializes in compliance management, has acquired Captain DPO from Jamespot, a French software company. Captain DPO is a SaaS-based solution in France that helps data protection officers to manage the compliance of their organization and meet the requirements of the European GDPR.
buyer: Data Legal Drive
Data Legal Drive is a French software company that specializes in compliance management. Data Legal Drive offers a highly innovative SaaS platform that allows companies to accelerate their GDPR compliance by digitizing their data governance. "
target parent: Jamespot
target: Captain DPO
Captain DPO is a French provider of compliance management software solutions. Captain DPO is a SaaS-based solution that helps data protection officers to manage the compliance of their organization and meet the requirements of the European General Data Protection Regulation (GDPR).
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/18/2020 via Company Press Release

Topia Limited, acquired Monaeo

synopsis: Topia, the leader in Global Talent Mobility, announced its acquisition of Monaeo, the technology leader for managing business travel compliance for enterprises and individuals. Monaeo simplifies tax compliance with its next-generation data analytics platform.
buyer: Topia Limited
Topia is the leader in Global Talent Mobility. Topia empowers enterprise HR teams to deploy, manage and engage employees anywhere in the world. The Topia platform automates the entire global talent mobility process, from scenario-based planning, compliance risk management, expat payroll, and more. "
target: Monaeo
Monaeo simplifies tax compliance with its next-generation data analytics platform. It automates the inadequate manual process of gathering employee location data, giving enterprises complete clarity with their multi-jurisdiction tax compliance, optimization and audit defense processes.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/5/2020 via PR Newswire

Health & Safety Institute, acquired DoneSafe

synopsis: Health & Safety Institute (HSI), a leader in Environmental Health and Safety (EHS) software, training and compliance solutions, has acquired Donesafe, a leading safety and compliance management software platform. Donesafe's cloud-based safety platform helps organizations comply with regulatory and internal compliance initiatives.
buyer parent: Waud Capital Partners, LLC
buyer: Health & Safety Institute
The Health & Safety Institute (HSI) is a family of well-known and respected brands in the Environmental Health and Safety (EH&S) space. Its brands span the broad range of needs in EH&S – from emergency care training; to workplace safety training, tracking and reporting; and more. "
target: DoneSafe
Donesafe is a leading safety and compliance management software platform. Donesafe's cloud-based safety platform helps organizations comply with regulatory and internal compliance initiatives. Its solutions span health and safety, environmental compliance, quality management and supplier management.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/23/2019 via BNC Analysis

Togotis Holdings, acquired Clym Ltd.

synopsis: Togotis Holdings, a holding company in Matthews, North Carolina, has acquired Clym, Ltd., a global leader in organizational data privacy solutions. Clym offers a data privacy platform that covers 6 main areas of compliance and helps users to collect and manage data that is relevant for their company.
buyer: Togotis Holdings
Togotis Holdings is a holding company in Matthews, North Carolina. Togotis Holdings aims to be a leader in the data privacy market and help all organizations meet data privacy regulation requirements. "
target: Clym Ltd.
Clym is a global leader in organizational data privacy solutions. Clym offers a data privacy platform that helps organisations meet their data protection obligations. Their platform covers 6 main areas of compliance and helps users to collect and manage data that is relevant for their company.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/5/2019 via GlobeNewswire

VelocityEHS, acquired Meercat Pty Ltd

synopsis: VelocityEHS, the global leader in cloud-based environment, health, safety (EHS) and sustainability solutions, announced it has completed the acquisition of Meercat, an Australian-based risk and control assurance software solution provider.
buyer parent: CVC Capital Partners
buyer: VelocityEHS (ACTA:$133.42)
VelocityEHS delivers a cloud-based environmental, health, and safety (ESH) software platform. VelocityEHS's software applications are designed based on industry best-practice principles to help solve complex business challenges in simple ways. "
target: Meercat Pty Ltd
Meercat Pty Ltd is an Australian-owned and operated company specializing in the design, development and support of the risk and control assurance software package, Meercat RiskView.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/19/2019 via PR Newswire

TrustArc Inc, acquired Nymity Inc.

synopsis: TrustArc, a leader in privacy compliance and data protection solutions, has acquired Toronto-based Nymity, a provider of privacy compliance software solutions that minimize time to compliance with the world's privacy laws. Together, the two organizations will accelerate the development of the next generation of technology-driven privacy solutions.
buyer: TrustArc Inc
TrustArc is the leader in privacy compliance and data protection solutions, offering a combination of technology, services, and TRUSTe certification solutions. TrustArc addresses all phases of privacy program management and delivers innovative privacy solutions to companies across all industries. "
target: Nymity Inc.
Toronto-based Nymity provides privacy compliance software solutions that minimize time to compliance with the world's privacy laws. Nymity solutions reduce complexity and improve responsiveness to the business as they are based on four levels of research maintained in an Expert Privacy Platform.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/6/2019 via Company Press Release

UST Global, Inc., acquired ComplyUSA, LLC

synopsis: UST Global, a leading digital transformation solutions company, announced that it has acquired ComplyUSA, a comprehensive compliance assessment and privacy automation platform. ComplyUSA offers a custom-built solution to meet the specific GDPR & CCPA data processing record requirements for business and other organizations.
buyer: UST Global, Inc.
UST Global is a leading digital technology company that provides advanced computing and digital services to large private and public enterprises around the world. Their clients include Fortune 500 companies in banking and financial services, healthcare, insurance, retail, and telecom. "
target: ComplyUSA, LLC
ComplyUSA is a comprehensive compliance assessment and privacy automation platform. ComplyUSA offers a custom-built solution to meet the specific GDPR & CCPA data processing record requirements for business and other organizations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/11/2019 via PR Newswire

SmartRIA, acquired ComplianceHero

synopsis: SmartRIA has acquired ComplianceHero's solution for archiving, retention, and surveillance of email, social media, and websites. The asset sale includes the ComplianceHero software platform, branding, and customer contracts, which will be integrated into the SmartRIA Compliance Management Platform.
buyer: SmartRIA
SmartRIA makes software that simplifies compliance for the wealth management industry. Their unique roles for compliance consultants and distributed management of large corporations makes their solution able to handle any type of compliance problem for any sized company. "
target: ComplianceHero
ComplianceHero automates the collection, archiving, and surveillance of email, social media, and website updates. They build compliance automation tools to help clients manage their ongoing compliance program.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/11/2019 via PR Newswire

Hyperion Technologies Inc., purchased Rocket and CryptoTaxes from Vanbex Group Inc

synopsis: Hyperion has acquired the blockchain technology products Rocket and CryptoTaxes from Vancouver-based blockchain technology firm Vanbex. Rocket offers a smart contract solution for creation, deployment, and issuance of digital assets, and CryptoTaxes simplifies tax filings for capital gains and losses in relation to crypto asset trading.
buyer: Hyperion Technologies Inc.
Hyperion is the first global marketplace for securities and cryptocurrencies on one platform. Hyperion allows investors to seamlessly invest in new assets and security tokens using cryptocurrencies or fiat, and have their capital placed without delay. "
seller: Vanbex Group Inc
Rocket is an end-to-end solution for launching security tokens using proprietary smart contracts. CryptoTaxes is a simplified tax solution developed for cryptocurrency traders to calculate their capital gains and losses from digital asset trading for annual tax filings.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/12/2019 via PR Newswire

Exterro Inc., acquired Jordan Lawrence Group

synopsis: Exterro, a provider of e-discovery and information governance software specifically designed for corporate legal and IT teams, has acquired of Jordan Lawrence Group, a provider of data privacy and data management software. Jordan Lawrence Group specializes in the fields of data privacy, data minimization, and vendor process risk management.
buyer: Exterro Inc.
Exterro®, Inc. is the leading provider of e-discovery and privacy software specifically designed for in-house legal, privacy and IT teams at Global 2000 and Am Law 200 organizations. Exterro software helps organizations address their regulatory, compliance and litigation risks more effectively. "
target: Jordan Lawrence Group
Jordan Lawrence is a leading software and services company specializing in regulatory and legal compliance in the fields of data privacy, data minimization, and vendor process risk management. For more than 30 years, Jordan Lawrence has helped more than 1,000 clients meet data privacy regulations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/24/2019 via BNC Analysis

Tanarra Capital, acquired INX Software

synopsis: Tanarra Capital, led by veteran investment banker John Wylie, has taken a 75 per cent stake in INX with the aim of accelerating the latter’s product development and overseas expansion. Perth-based INX Software provides integrated workforce management software solutions to a range of sectors including mining, oil & gas, manufacturing, and more.
buyer: Tanarra Capital
Tanarra is an Australian family office investment and advisory firm. Its principal is John Wylie, one of Australia’s well regarded investment bankers and investors. Tanarra invests in a wide range of early stage ventures, private and public companies in Australia and around the world. "
target: INX Software
Perth-based INX Software provides integrated workforce management software solutions to a range of sectors including mining, oil & gas, manufacturing, engineering, government, food & beverage, transport, marine, aviation, communications, utilities and healthcare.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

Like Eagle Technology Management, Inc.


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Eagle Technology Management, Inc.

Foreign-Trade Zone Corporation

PactSafe

Convercent

Intello

Opvizor, Inc.

Globanet

eQstats Pty Ltd

Ticker Software and Sidonnaisuusrekisteri.fi

Captain DPO

Monaeo

DoneSafe

Clym Ltd.

Meercat Pty Ltd

Nymity Inc.

ComplyUSA, LLC

ComplianceHero

Vanbex Group Inc

Jordan Lawrence Group

INX Software

Geography
Matching Companies
Ticker: AIM:KRM
 
 
 
 
 
 
 
 
KRM22
KRM22 is a London-listed investment company that invests in, and acquires stakes in, selected technology companies with a focus on risk management software to the capital markets sector.
year
2018
rev ($mm)
$1.63
EBITDA ($mm)
($6.12)
EBIT ($mm)
($6.78)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Donnelley Financial Solutions
Donnelley Financial Solutions
Donnelley Financial Solutions (DFIN) is a leading global risk and compliance solutions company. They provide domain expertise, software and data analytics for every stage of their clients’ business and investment lifecycles.
year
2018
rev ($mm)
$987.50
EBITDA ($mm)
$132.00
EBIT ($mm)
$108.60
Net Income ($mm)
$50.90
Employees
3400
  • drill down
  • watch
Ticker: LSE:MCGN
 
 
 
 
 
 
 
 
Microgen Plc
Microgen Plc
Microgen Plc develops, implements and supports business-critical software. They solve problems involving data-intensive processes, automation of complex business processes, application of new business logic to existing systems, and enabling financial transactions across product and finance systems.
year
2018
rev ($mm)
$89.10
EBITDA ($mm)
$21.34
EBIT ($mm)
$17.37
Net Income ($mm)
$17.49
Employees
405
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Avalara
Avalara
Avalara helps businesses of all sizes get tax compliance right. Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, excise, communications, and other indirect tax types.
year
2020
rev ($mm)
$500.57
EBITDA ($mm)
($38.84)
EBIT ($mm)
($59.07)
Net Income ($mm)
Employees
3351
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Vertex Incorporated
Vertex Incorporated
Vertex, Inc. is a leading global provider of indirect tax software and solutions. Vertex provides cloud-based and on-premise solutions that can be tailored to specific industries for major lines of indirect tax, including sales and consumer use, value added and payroll.
year
2020
rev ($mm)
$361.19
EBITDA ($mm)
($82.75)
EBIT ($mm)
($101.39)
Net Income ($mm)
Employees
1100
  • drill down
  • watch
Ticker: XTRA:EQS
 
 
 
 
 
 
 
 
EQS Group AG
EQS Group AG
EQS Group is a leading international technology provider for Investor Relations, Corporate Communications and Compliance. Companies trust EQS's products and services to securely, efficiently, and simultaneously fulfill complex national and international disclosure and compliance requirements.
year
2020
rev ($mm)
$47.23
EBITDA ($mm)
$3.22
EBIT ($mm)
$0.68
Net Income ($mm)
Employees
414
  • drill down
  • watch
Ticker: AMEX:ISDR
 
 
 
 
 
 
 
 
Issuer Direct
Issuer Direct
Issuer Direct Corporation is a market leader and innovator of disclosure management solutions and cloud-based compliance technologies. Its flagship technology platform is DMS, a secure cloud based workflow compliance collaboration system for corporate issuers and compliance professionals.
year
2018
rev ($mm)
$13.98
EBITDA ($mm)
$2.04
EBIT ($mm)
$1.47
Net Income ($mm)
$1.52
Employees
66
  • drill down
  • watch
Ticker: ASX:VLT
 
 
 
 
 
 
 
 
Vault Intelligence Limited
Vault is an Australian provider of workplace safety solutions. Vault offers a cloud-based health, safety and risk management solution for medium to large organisations. Their platform allows users to document new processes, manage project risks and ensure all safety measures are being met.
year
2019
rev ($mm)
$2.80
EBITDA ($mm)
($4.93)
EBIT ($mm)
($5.21)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: CPSE:PENNEO
 
 
 
 
 
 
 
 
Penneo ApS
Penneo ApS
Penneo A/S is a Software-as-a-Service (SaaS) company, that has evolved into an eco-system of automation solutions that digitizes company workflows related to onboarding of customers (KYC), and signing and management of documents in a secure and easy way.
year
2019
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: ASX:EVS
 
 
 
 
 
 
 
 
EnviroSuite
EnviroSuite
Envirosuite is a global leader in environmental intelligence. Envirosuite offers a powerful SaaS platform for real-time and predictive management of environmental issues that brings speed, efficiency and cost savings to operational planning, environmental investigations and environmental compliance.
year
2019
rev ($mm)
$4.48
EBITDA ($mm)
($7.06)
EBIT ($mm)
($7.19)
Net Income ($mm)
Employees
70
  • drill down
  • watch
Ticker: ASX:DTC
 
 
 
 
 
 
 
 
Damstra
Damstra
Damstra is a global leader in workforce management, compliance, and safety management. Through their unique, integrated workplace management platform, Damstra delivers powerful solutions that radically transform the way organisations manage, track and protect the entire workplace.
year
2019
rev ($mm)
$12.80
EBITDA ($mm)
($0.80)
EBIT ($mm)
($1.94)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: OB:HOC-ME
 
 
 
 
 
 
 
 
House of Control
House of Control
House of Control is the leading Nordic SaaS company for commercial value management solutions. House of Control develops digital tools to help CFOs improve the performance of their finance department and company. They offer solutions for contract management, compliance, procurement, and more.
year
2020
rev ($mm)
$15.01
EBITDA ($mm)
($1.60)
EBIT ($mm)
($2.13)
Net Income ($mm)
Employees
94
  • drill down
  • watch
Ticker: KERN
 
 
 
 
 
 
 
 
Akerna
Akerna
Akerna is a global regulatory compliance technology company in the cannabis space. Akerna’s service offerings include the MJ Platform, its leading seed-to-sale, regulatory compliance, technology solution, and Leaf Data Systems, which provide government clients with compliance technology solutions.
year
2020
rev ($mm)
$13.09
EBITDA ($mm)
($19.19)
EBIT ($mm)
($20.36)
Net Income ($mm)
Employees
136
  • drill down
  • watch
Ticker: OTCPK:SYPT
 
 
 
 
 
 
 
 
Scrypt, Inc
Scrypt builds secure cloud-based workflow management and collaboration tools for regulated industries. They help businesses operating in regulated industries improve document workflow and regain valuable time while protecting business-critical information.
year
2009
rev ($mm)
$0.27
EBITDA ($mm)
($0.86)
EBIT ($mm)
($0.92)
Net Income ($mm)
Employees
7
  • drill down
  • watch
Ticker: AIM:ACC
 
 
 
 
 
 
 
 
Access Intelligence plc
Access Intelligence plc
Access Intelligence Plc is the parent company of a group of Software as a Service (SaaS) businesses that deliver comprehensive reputation and risk management solutions for both the public and private sectors.
year
2018
rev ($mm)
$11.19
EBITDA ($mm)
($2.27)
EBIT ($mm)
($2.91)
Net Income ($mm)
Employees
94
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Donnelley Financial Solutions
Donnelley Financial Solutions
Donnelley Financial Solutions (DFIN) is a leading global risk and compliance solutions company. They provide domain expertise, software and data analytics for every stage of their clients’ business and investment lifecycles.
year
2018
rev ($mm)
$987.50
EBITDA ($mm)
$132.00
EBIT ($mm)
$108.60
Net Income ($mm)
$50.90
Employees
3400
  • drill down
  • watch
Ticker: AIM:IDEA
 
 
 
 
 
 
 
 
Ideagen Plc
Ideagen Plc
Ideagen plc provides market-leading information management, safety, risk and compliance software solutions that allow organisations to achieve operational excellence, regulatory compliance and reduce risk.
year
2020
rev ($mm)
$81.16
EBITDA ($mm)
$15.68
EBIT ($mm)
$7.68
Net Income ($mm)
$0.55
Employees
576
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Ticker: GB:ARI.GB
 
 
 
 
 
 
 
 
Active Risk Group PLC
Active Risk Group PLC
Active Risk provides leading Enterprise Risk Management solutions to a client base including global Fortune 500 companies. The Active Risk solution was the first web-based risk management solution in the industry.
year
2010
rev ($mm)
$12.51
EBITDA ($mm)
($0.39)
EBIT ($mm)
($0.70)
Net Income ($mm)
Employees
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