Like Shadow Financial Services Corporation

closed 10/1/2019 via Company Press Release

Broadridge Financial Solutions, Inc., acquired Shadow Financial Services Corporation

See 515 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc., a global Fintech leader, has acquired Shadow Financial Systems, Inc., a provider of multi-asset class post-trade solutions for the capital markets industry. Shadow Financial Systems offers a SaaS-based solution for middle and back-office post-trade processing, reconciliation, clearing, treasury and accounting.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge helps clients reduce their capital investments in operations infrastructure. "
 target: Shadow Financial Services Corporation
Shadow Financial Systems is a provider of multi-asset class post-trade solutions for the capital markets industry. Shadow Financial Systems offers ShadowSuite, a SaaS-based solution for middle and back-office post-trade processing, reconciliation, clearing, treasury and accounting.
price ($mm)
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announced 10/31/2021 via PR Newswire

7Ridge Limited, will acquire Trading Technologies International, Inc.

See 427 Comparable Transactions
synopsis: Trading Technologies International, Inc., (TT), a global provider of high-performance professional trading software, infrastructure and data solutions, has agreed to be acquired by UK-based 7RIDGE, a specialized growth equity firm invested in transformative technologies.
buyer: 7Ridge Limited
7RIDGE is a specialized growth equity firm based in the UK that invests in financial services and transformative technologies. "
 target: Trading Technologies International, Inc.
Trading Technologies creates professional trading software, infrastructure and data solutions for a wide variety of users, including proprietary traders, brokers, money managers, Commodity Trading Advisors (CTAs), hedge funds, commercial hedgers and risk managers.
price ($mm)
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announced 3/23/2021 via PR Newswire

Thoma Bravo, LLC, will acquire Calypso Technology Inc

See 603 Comparable Transactions
synopsis: Thoma Bravo is to acquire Calypso Technology, Inc. from international private equity group Bridgepoint and global growth investor Summit Partners. Calypso Technology, Inc. is a cloud-enabled provider of cross-asset front-to-back solutions and managed services for financial markets with over 40000 users in 60+ countries.
buyer: Thoma Bravo, LLC
Thoma Bravo is a leading private equity firm focused on the software and technology-enabled services sectors. Thoma Bravo partners with a company’s management team to implement operating best practices, invest in growth initiatives and make acquisitions intended to accelerate revenue and earnings. "
 target parent: Bridgepoint
target: Calypso Technology Inc
Calypso Technology, Inc. is a cloud-enabled provider of cross-asset front-to-back solutions and managed services for financial markets with over 40000 users in 60+ countries.
price ($mm)
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closed 9/1/2018 via BusinessWire

State Street Corporation, acquired Charles River Systems, Inc.

See 554 Comparable Transactions
synopsis: State Street Corporation, a leading provider of financial services to institutional investors, announced that it has acquired Charles River Systems, Inc. (Charles River Development), a premier provider of investment management front office tools and solutions.
buyer: State Street Corporation (STT:$11,709.00)
State Street Corporation is one of the world's leading providers of financial services to institutional investors, including investment servicing, investment management and investment research and trading. "
 target: Charles River Systems, Inc.
Charles River Systems, Inc. is a privately held company that primarily focuses on providing solutions that automate front and middle office investment management functions across asset classes on a Software as a Service-based platform.
price ($mm)
$2,600
rev ($mm)
$311
EBITDA ($mm)
EV / rev
8.4x
EV / EBITDA
closed 4/13/2018 via Company Press Release

ESW Capital, LLC, acquired Firm58

See 330 Comparable Transactions
synopsis: ESW Capital, LLC, announced that it has acquired Firm58, one of the most respected names in trading firm and broker dealer back-office automation solutions. Firm58 provides growth-conscious capital markets firms a suite of powerful, web-based automation technologies that improve post-trade processes and increase efficiency.
buyer: ESW Capital, LLC
Based in Austin, Texas, Enterprise Software (ESW) Capital has honed a finely-tuned methodology focused on buying, strengthening, and growing mature business software companies. ESW and its affiliated companies have been in the enterprise software space since 1988. "
 target: Firm58
Firm58 simplifies trade operations for capital markets firms. Their web-based financial management software manages the processes associated with fees, commissions and payouts. They offer solutions for billing, profit/expense analysis, commission sharing arrangements and compliance & surveillance.
price ($mm)
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closed 10/20/2016 via BNC Analysis

Forum Trading Solutions Ltd, acquired GMEX Technologies

See 428 Comparable Transactions
synopsis: Forum Trading Solutions (Forum), currently a minority stakeholder in Global Market Exchange Group (GMEX), has acquired 100% of GMEX Technologies Limited, including clients and the GMEX name related trademarks. The current GMEX Tech and Forum businesses will merge to provide multi-asset exchange and post trade business services and technology.
buyer: Forum Trading Solutions Ltd
Forum is positioned as a neutral, global, exchange platform-as-a-service providing execution, operational & surveillance software, in addition to people-based operational and regulatory services. The Forum offering is designed to be fully compliant with current regulatory initiatives. "
 target parent: Global Markets Exchange Group
target: GMEX Technologies
GMEX Technologies is a provider of multi-asset exchange and post trade technology covering all the market infrastructure value chain. They offer their cloud-enabled trading and clearing market ecosystem with the best talent, connectivity, technology, and business expertise.
price ($mm)
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announced 4/19/2016 via Market Wire

Bridgepoint, Summit Partners, will acquire Calypso Technology Inc

See 600 Comparable Transactions
synopsis: Calypso Technology, Inc., a leading provider of capital markets software, announced that it is to be acquired by European private equity fund Bridgepoint and global growth equity investor Summit Partners. Calypso offers an integrated suite of trading and risk management solutions used by over 34,000 market professionals in more than 60 countries.
buyer: Summit Partners
buyer: Bridgepoint (:$353.32)
Bridgepoint, a European private equity firm, focuses on acquiring well managed companies in attractive sectors with potential to grow organically or through acquisition. Summit Partners, a global growth equity firm, currently invested more than $7.2 billion in equity and fixed income opportunities. "
 target: Calypso Technology Inc
Calypso is the leading provider of front-to-back technology solutions for the financial markets. With 19 years of experience delivering cross-asset solutions for trading, processing, risk management and accounting, Calypso brings simplicity to the most complex business and technology issues.
price ($mm)
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closed 6/12/2012 via BNC Analysis

Omnesys Technologies Private Limited, acquired Harsa IT Solutions Pvt. Ltd.

See 427 Comparable Transactions
synopsis: Bangalore based Omnesys Technologies Private Limited has acquired controlling stake in Chennai based Harsa IT Solutions Private Limited, a provider of back office, PMS and wealth management products.
buyer: Omnesys Technologies Private Limited
Omnesys is a leading provider of software for Securities markets worldwide. Omnesys products range from multi-asset, multi venue trading systems, market data and connectivity solutions to buy-side and sell-side firms, consumer oriented trading terminals and websites. "
 target: Harsa IT Solutions Pvt. Ltd.
Harsa IT Solutions Pvt. Ltd. is a Capital Market solutions company with back office & risk managment information solutions for Equity, Derivatives, Currency, Commodities, Depository & PMS solutions. A real web solutions on proprietor framework.
price ($mm)
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announced 9/23/2011 via Company Press Release

Vista Equity Partners, will purchase Trade and Risk Management Business from Thomson Reuters

See 600 Comparable Transactions
synopsis: Vista Equity Partners and Thomson Reuters, the world's leading source of intelligent information for businesses and professionals, have signed an agreement under which Vista has made a binding offer to buy the Thomson Reuters Trade and Risk Management business which currently operates as a distinct unit within the Enterprise Solutions business.
buyer: Vista Equity Partners
Vista Equity Partners, based in San Francisco with offices in Chicago and Austin, invests over $2 billion in capital committed to dynamic, successful technology-based organizations led by world-class management teams with long-term perspective. "
 seller: Thomson Reuters (TRI:$6,348.00)
Thomson Reuters Trade and Risk Management business operates as a distinct unit within the Enterprise Solutions business. Its flagship product is Kondor.
price ($mm)
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closed 1/7/2011 via Market Wire

Broadridge Financial Solutions, Inc., acquired Matrix Financial Solutions

See 44 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. has announced the closing of its acquisition of Matrix Financial Solutions, Inc., the leading independent provider of mutual fund processing solutions for the defined contribution market.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge is a technology services company focused on global capital markets. Broadridge is the market leader enabling secure and accurate processing of information for communications and securities transactions among issuers, investors and financial intermediaries. "
 target parent: Bluff Point Associates
target: Matrix Financial Solutions
Matrix Financial Solutions is a leading provider of retirement products and services for third party administrators, financial advisors and banks. Matrix serves more than 300 financial institutions with over $120 billion in customer assets processed through its trading platform.
price ($mm)
$201
rev ($mm)
$80
EBITDA ($mm)
EV / rev
2.5x
EV / EBITDA
closed 11/15/2010 via BusinessWire

FlexTrade Systems Inc., purchased ColorPalette Order Management System from Lava Trading, Inc.

See 428 Comparable Transactions
synopsis: FlexTrade Systems, Inc. announced that it is acquiring ColorPalette Order Management System from LavaFlow Inc., a subsidiary of Citigroup. The transaction combines ColorPalette, a leading US equity hosted OMS product, with FlexTrade, the world renowned, multi-asset trading technology firm with operations in North America, Europe and Asia.
buyer: FlexTrade Systems Inc.
FlexTrade Systems Inc. is the industry pioneer and global leader in broker-neutral algorithmic trading platforms for equities, foreign exchange and listed derivatives. FlexTRADER is their flagship platform for algorithmic trading. "
 seller parent: Citigroup
seller: Lava Trading, Inc.
ColorPalette is a powerful sector-based trading and order management solution, designed as a high-throughput, fully automated system for managing institutional and retail customer orders.
price ($mm)
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closed 2/17/2010 via BNC Analysis

Lightspeed Financial, Inc., acquired NobleTrading.com, Inc.

See 428 Comparable Transactions
synopsis: Lightspeed Financial, Inc., a leading provider of direct market access (DMA) trading technology, risk management solutions, and brokerage services for retail active traders and institutional investors, announced its acquisition of discount trading firm NobleTrading.
buyer: Lightspeed Financial, Inc.
Lightspeed Professional Trading, LLC is a Direct Market Access trading and trading technology development business. Formerly E*TRADE Professional Trading, LLC, the firm was acquired by the current management team in a management buyout from E*TRADE Financial in 2006. "
 target: NobleTrading.com, Inc.
NobleTrading is an online discount trading company based in New York, USA. They provide all online trading services like stock trading, forex trading, option trading, commodity trading, future trading and day trading. They have flexible commission plans and trading software of different platforms.
price ($mm)
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announced 4/8/2009 via Company Press Release

New Zealand Exchange Limited, will acquire The Marketplace Company, Ltd.

See 85 Comparable Transactions
synopsis: NZX has agreed to a conditional term sheet for the acquisition of assets of The Marketplace Company. M-co designs, develops and operates markets for electricity, electricity derivatives, gas and carbon. NZX's proposed acquisition includes the energy business, gas business and M-co's software and trading platforms including EnergyHedge and Regi.
buyer: New Zealand Exchange Limited (NZE:NZX:$44.56)
The NZX Capital Markets (New Zealand Exchange Limited) form a diverse offering for companies wishing to raise growth capital and investors looking for secure and liquid investment opportunities. "
 target: The Marketplace Company, Ltd.
M-co designs, develops and operates markets for electricity, electricity derivatives, gas and carbon. NZX's proposed acquisition includes the energy business, gas business and M-co's software and trading platforms including EnergyHedge (for electricity derivatives) and Regi (a carbon registry).
price ($mm)
$7.57
rev ($mm)
EBITDA ($mm)
EV / rev
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cancelled 10/21/2008 via Market Wire

Global Access Holdings, LLC., cancelled an acquisition of Zealous Trading Group, Inc.

See 427 Comparable Transactions
synopsis: Global Access Holdings LLC (GAH) announced the closing of its acquisition of the Zealous Alternative Trading System for illiquid securities. The ZATS platform is an alternative trading system that enables investment firms to transact in illiquid securities including PIPEs, warrants, and other financing vehicles.
buyer: Global Access Holdings, LLC.
Global Access Holdings is a financial media and analytics firm. Utilizing a proprietary set of Generators, GAH creates financial content solutions for institutional investment firms, investment banking firms, and media corporations. "
 target: Zealous Trading Group, Inc.
Zealous ATS Trading Platform is a global community of trading counterparties in our targeted products and services providing an infrastructure in which to optimize and support investment and trading strategies for participants and we view ourselves as a trusted business partner to our members.
price ($mm)
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closed 7/31/2008 via PR Newswire

iFinix Corporation, acquired ProActive Futures

See 427 Comparable Transactions
synopsis: iFinix Corp, a provider of real-time financial information and services to active traders and to the securities industry, announced today it has finalized the acquisition of 80% of privately held ProActive Futures, Plainview, NY, a futures and options brokerage firm.
buyer: iFinix Corporation (INIX.PK:$0.54)
Ifinix is a leading global provider of financial and business information to professionals and active individual investors. Building on a 20-year legacy of delivering time-sensitive financial information, Ifinix provides streaming, real-time market data, news and analytics. "
 target: ProActive Futures
ProActive Futures, Inc. operates as a futures and options brokerage company that provides futures and options trading on futures and commodities markets. It trades e-minis, currencies, treasuries, energy, metals, agriculture, and livestock.
price ($mm)
$0.05*
rev ($mm)
EBITDA ($mm)
EV / rev
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closed 4/9/2008 via BusinessWire

NYFIX Clearing Corporation, acquired FIXCITY

See 427 Comparable Transactions
synopsis: NYFIX, Inc., a trusted provider of innovative solutions that optimize trading efficiency, acquired UK-based FIXCITY, a specialist in web-based electronic trading and liquidity discovery solutions. FIXCITY’s flagship product ioinet is used by over 120 firms.
buyer parent: Warburg Pincus
buyer: NYFIX Clearing Corporation (NYFX:$109.99)
A pioneer in electronic trading solutions, NYFIX continues to transform trading through innovation. The NYFIX Marketplace™ is a global community of trading counterparties utilizing innovative services that optimize the business of trading. "
 target: FIXCITY
Fix city, Ltd. operates as a software provider and Financial Information eXchange (FIX) consultancy. It also provides analysis and practical advice to firms implementing FIX.
price ($mm)
$6.81
rev ($mm)
EBITDA ($mm)
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closed 11/28/2006 via PR Newswire

Creditex merged with CreditTrade, Inc.,

See 428 Comparable Transactions
synopsis: Creditex and CreditTrade announced the completion of their merger, creating a global leader in voice, hybrid and electronic execution in the credit derivatives market. The transaction has received both NASD and FSA approval. The merged entity -- Creditex Group Inc. -- will have considerable scale, with a significant presence worldwide.
buyer: CreditTrade, Inc.
Creditex Group, Inc., an interdealer broker, operates an e-trading platform for executing and processing credit derivatives to traders at financial institutions. "
 target: Creditex
Creditex Group, Inc., an interdealer broker, operates an e-trading platform for executing and processing credit derivatives to traders at financial institutions.
price ($mm)
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closed 5/4/2020 via BusinessWire

IHS Markit Ltd., acquired Catena Technologies

See 632 Comparable Transactions
synopsis: IHS Markit, a world leader in critical information, analytics and solutions, announced the acquisition of Catena Technologies, a global regulatory trade reporting firm based in Singapore. Catena was founded in 2002 as a fintech consultancy and transformed to become a SaaS provider of trade reporting solutions in 2014.
buyer: IHS Markit Ltd. (INFO:$4,589.00)
UK-based IHS Markit is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government. "
 target: Catena Technologies
Catena was founded in 2002 as a fintech consultancy and transformed to become a SaaS provider of trade reporting solutions in 2014. Its award-winning TRACE Reporting platform automates and manages trade reporting, providing cross-asset coverage, valuation and collateral reporting and reconciliation.
price ($mm)
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closed 11/3/2021 via BNC Analysis

Fintso, acquired WealthMagic

See 92 Comparable Transactions
synopsis: Fintso, the B2B2C wealthtech platform, has acquired WealthMagic – a SaaS provider in the wealth management space. Mumbai-based WealthMagic is one of the largest SaaS providers to mutual fund distributors, transforming their back and front office operations.
buyer: Fintso
Fintso is a cutting-edge wealthtech platform creating access to valuable industry resources and industry-leading capabilities. Fintso helps enhance practices by providing multi-product access, digitizing execution, automating operations, and increasing client engagement through app and reporting. "
 target parent: Datacomp Web Technologies India Pvt Ltd
target: WealthMagic
Mumbai-based WealthMagic is a SaaS provider in the wealth management space. WealthMagic is one of the largest SaaS providers to mutual fund distributors, transforming their back and front office operations.
price ($mm)
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closed 8/23/2019 via BNC Analysis

Bravura Solutions Limited, acquired Midwinter Financial Services

See 302 Comparable Transactions
synopsis: ASX-listed financial software vendor Bravura Solutions has acquired financial planning software-as-a-service provider Midwinter. Sydney-based Midwinter develops the financial planning software AdviceOS, which offers back office administration for financial advisers and self-directed digital advice portals for superannuation funds.
buyer: Bravura Solutions Limited (:$194.13)
Bravura Solutions is a leading provider of software solutions for the wealth management, life insurance and fund administration industries, underpinned by functionally rich technology that enables modernisation, consolidation and simplification. "
 target: Midwinter Financial Services
Sydney-based Midwinter develops the financial planning software AdviceOS, which offers back office administration for financial advisers and self-directed digital advice portals for superannuation funds.
price ($mm)
$34
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
Pages:  
closed 10/1/2019 via Company Press Release

Broadridge Financial Solutions, Inc., acquired Shadow Financial Services Corporation

See 515 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc., a global Fintech leader, has acquired Shadow Financial Systems, Inc., a provider of multi-asset class post-trade solutions for the capital markets industry. Shadow Financial Systems offers a SaaS-based solution for middle and back-office post-trade processing, reconciliation, clearing, treasury and accounting.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge helps clients reduce their capital investments in operations infrastructure. "
 target: Shadow Financial Services Corporation
Shadow Financial Systems is a provider of multi-asset class post-trade solutions for the capital markets industry. Shadow Financial Systems offers ShadowSuite, a SaaS-based solution for middle and back-office post-trade processing, reconciliation, clearing, treasury and accounting.
price ($mm)
rev ($mm)
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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)
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announced 3/30/2021 via PR Newswire

Broadridge Financial Solutions, will acquire Itiviti AB

See 912 Comparable Transactions
synopsis: Broadridge Financial Solutions, a global Fintech leader, will acquire Sweden-based Itiviti Holding AB, a leading provider of trading and connectivity technology to the capital markets industry. The acquisition significantly expands Broadridge's Capital Markets franchise by extending into the front office and strengthening multi-asset capabilities.
buyer: Broadridge Financial Solutions (BR:$4,824.00)
Broadridge, a global Fintech leader, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. Broadridge delivers technology-driven solutions to banks, broker-dealers, asset and wealth managers, and public companies. "
 target parent: Nordic Capital
target: Itiviti AB
Based in Sweden, Itiviti is a leading global capital markets technology service provider offering highly scalable solutions that deliver significant cost savings for financial institutions by enabling them to consolidate their trading infrastructure.
price ($mm)
$2,528
rev ($mm)
$248
EBITDA ($mm)
EV / rev
10.2x
EV / EBITDA
closed 3/2/2020 via PR Newswire

Broadridge Financial Solutions, Inc., acquired FundsLibrary

See 135 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. has acquired London-based FundsLibrary, a leader in fund document and data dissemination in the European market. Combining FundsLibrary’s capabilities with Broadridge’s existing regulatory communications offerings will enable Broadridge to significantly reduce complexity and cost for global fund managers.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers, and corporate issuers. Broadridge's infrastructure underpins proxy voting services for over 50 percent of public companies and mutual funds globally. "
 target parent: Hargreaves Lansdown
target: FundsLibrary
UK-based FundsLibrary is a digital platform supporting the life cycle of fund data, documents, and regulatory reporting for the Asset Management industry. The company manages data for 40,000 investment products, sourced from 700 global fund groups, and supports over 180 million requests annually.
price ($mm)
rev ($mm)
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closed 11/20/2019 via PR Newswire

Broadridge Financial Solutions, Inc., acquired ClearStructure Financial Technology

See 356 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc., a global Fintech leader, has acquired ClearStructure Financial Technology, a global provider of portfolio management solutions for the private debt markets. ClearStructure's Sentry solution offers managers broad front-to-back-office functionality on a single platform across many asset types.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry. "
 target: ClearStructure Financial Technology
ClearStructure Financial Technology is a global provider of portfolio management solutions for the private debt markets. ClearStructure's Sentry solution offers managers broad front-to-back-office functionality on a single platform across many asset types.
price ($mm)
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closed 10/16/2019 via Company Press Release

Broadridge Financial Solutions, Inc., acquired Appatura

See 513 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc., leading provider of investor communications and technology-driven solutions, has acquired Appatura Inc., an innovator in regulatory and marketing content management and automation.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry. "
 target parent: Vivendi SA
target: Appatura
With its leading-edge, proprietary database and headless CM named Syntext, Appatura’s mutual fund focused workflow and publishing engine: Docubuilder, and its innovative AI and Machine Learning Appasense tools, Appatura has been helping transform the industry.
price ($mm)
rev ($mm)
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EV / EBITDA
announced 10/10/2019 via PR Newswire

Broadridge Financial Solutions, Inc., will acquire Fi360, Inc.

See 470 Comparable Transactions
synopsis: Broadridge Financial Solutions, a global Fintech leader and part of the S&P 500® Index, has entered into a purchase agreement to acquire Fi360, a leading provider of fiduciary-focused software, data and analytics for financial advisors and intermediaries across the retirement and wealth ecosystem.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry. "
 target parent: Bluff Point Associates
target: Fi360, Inc.
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors' assets. They provide financial professionals with the tools necessary to act as a fiduciary in their work with investors.
price ($mm)
rev ($mm)
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closed 10/1/2019 via Company Press Release

Broadridge Financial Solutions, Inc., acquired Shadow Financial Services Corporation

See 515 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc., a global Fintech leader, has acquired Shadow Financial Systems, Inc., a provider of multi-asset class post-trade solutions for the capital markets industry. Shadow Financial Systems offers a SaaS-based solution for middle and back-office post-trade processing, reconciliation, clearing, treasury and accounting.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge helps clients reduce their capital investments in operations infrastructure. "
 target: Shadow Financial Services Corporation
Shadow Financial Systems is a provider of multi-asset class post-trade solutions for the capital markets industry. Shadow Financial Systems offers ShadowSuite, a SaaS-based solution for middle and back-office post-trade processing, reconciliation, clearing, treasury and accounting.
price ($mm)
rev ($mm)
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EV / EBITDA
closed 9/4/2019 via Company Press Release

Broadridge Financial Solutions, Inc., acquired Financial Database Services

See 394 Comparable Transactions
synopsis: Broadridge Financial Solutions, a leading provider of investor communications and technology-driven solutions, has acquired Financial Database Services, a trusted provider of compensation management, compliance and advisor onboarding solutions for the wealth management industry.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge helps clients reduce their capital investments in operations infrastructure. "
 target: Financial Database Services
Financial Database Services, the developer of the CAESAR suite of products, provides a modular suite of compensation and compliance tools to the wealth management industry, including advisor onboarding and analytics solutions.
price ($mm)
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announced 5/22/2019 via Company Press Release

Broadridge Financial Solutions, Inc., will acquire RPM Technologies

See 437 Comparable Transactions
synopsis: Broadridge Financial Solutions, a global Fintech leader, will be acquiring RPM Technologies, a leading Canadian provider of state-of-the-art, enterprise-class wealth management software solutions and services. RPM’s technology platforms support over 15 million customer accounts.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge helps clients reduce their capital investments in operations infrastructure. "
 target parent: Bayshore Capital
target: RPM Technologies
RPM is a Canadian-based company that provides state-of-the-art, enterprise-class wealth management software solutions to Canadian banks and wealth management firms. RPM’s mission critical solutions create a holistic, customer-centric platform for multiple investment accounts and products.
price ($mm)
$300
rev ($mm)
$45
EBITDA ($mm)
EV / rev
6.7x
EV / EBITDA
closed 5/1/2019 via Company Press Release

Broadridge Financial Solutions, Inc., acquired Rockall Technologies

See 294 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc., a global Fintech leader and part of the S&P 500® Index, announced that it has acquired Rockall, a market leading provider of securities-based lending (SBL) and collateral management solutions for wealth management firms and commercial banks.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge helps clients reduce their capital investments in operations infrastructure. "
 target: Rockall Technologies
Based in Ireland, Rockall Technologies is the expert at unlocking asset value to both release and safeguard credit. Focused on lending, they enable banks to handle the complexity required to drive high volume and high value loan books while safeguarding against risk.
price ($mm)
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closed 6/7/2018 via PR Newswire

Broadridge Financial Solutions, Inc., acquired MackayWilliams

See 71 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc., a global fintech leader, has acquired MackayWilliams. MackayWilliams' leading insight into European mutual fund trends, brand perceptions and fund selector behavior offering clients a more integrated and holistic view of retail and institutional markets across regions.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc., a global fintech leader, provides investor communications and solutions for broker-dealers, banks, mutual funds and corporate issuers. They help clients reduce capital investments in operations infrastructure, so they can focus on core business activities. "
 target: MackayWilliams
Based in London and Berlin, MackayWilliams specializes in the research and analysis of the European mutual funds arena. They work with asset managers to provide European market analysis, consultancy services and access to the demands of Europe's major distributors and fund selectors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/28/2018 via PR Newswire

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

See 56 Comparable Transactions
synopsis: Broadridge Financial Solutions, a global fintech leader, has acquired ActivePath, an Israeli-based digital technology company. ActivePath's technology enhances the consumer experience associated with consumer statements, bills, and regulatory communications. ActivePath lets enterprises compose and project HTML experiences into interactive email.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge provides investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge's investor communications, securities processing and managed services solutions help clients reduce their capital investments. "
 target: ActivePath, Inc.
ActivePath is an Israeli-based digital technology company. ActivePath's unique technology enhances the consumer experience associated with consumer statements, bills, and regulatory communications. ActivePath lets enterprises compose and project HTML experiences into interactive email.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/2/2017 via PR Newswire

Broadridge Financial Solutions, Inc., acquired Summit Financial Disclosure, LLC

See 11 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. has acquired Summit Financial Disclosure, LLC, a full-service financial document management solutions provider. Summit's capabilities support clients in the preparation, filing and dissemination of offering documents and related materials for capital markets transactions and merger and acquisition transactions.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc., a global fintech leader, provides investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. "
 target: Summit Financial Disclosure, LLC
Summit Financial Disclosure, LLC is a financial document management solutions provider. Summit's capabilities support clients in the preparation, filing and dissemination of offering documents and related materials for capital markets transactions and merger and acquisition transactions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/11/2017 via PrimeNewswire

Broadridge Financial Solutions, Inc., acquired Spence Johnson Limited

See 76 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. has acquired Spence Johnson Limited, a leading provider of global institutional data and intelligence to the asset management industry. The acquisition will combine Broadridge's global retail fund data and analytics solutions with Spence Johnson's institutional data, market intelligence and insight.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge, a global fintech leader with over $7 billion in market capitalization, helps clients transform their business with communications, technology, data and analytics solutions. "
 target: Spence Johnson Limited
Spence Johnson Limited is a leading provider of global institutional data and intelligence to the asset management industry. They provide their clients with essential Data and Intelligence in close partnership with their clients, and Consulting from their team of experts.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/15/2017 via BNC Analysis

Broadridge Financial Solutions, Inc., acquired Message Automation

See 399 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. announced that it has extended its global post-trade control capabilities for sell-side and buy-side firms in capital markets through the acquisition of Message Automation Limited, a leading specialist provider of post-trade control solutions.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
 target: Message Automation
Message Automation helps the capital markets firms to manage trade processing challenges created by new regulations and market practices across all asset classes. Its software allows clients to transform their governance, risk and compliance frameworks to meet regulatory reporting standards.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/4/2016 via PR Newswire

Broadridge Financial Solutions, Inc., acquired M&O Systems, Inc.

See 246 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. has expanded its wealth management and U.S. Department of Labor Fiduciary Rule compliance capabilities with the acquisition of M&O Systems, Inc., a leading provider of advisor compensation management solutions that help broker-dealers and wealth management firms support advisors and grow their businesses.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
 target: M&O Systems, Inc.
Founded in 1977, M&O Systems, Inc. is a leading provider of compensation, sales management, regulatory and business process solutions for retail and institutional broker-dealers, registered investment advisors and insurance agencies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/21/2016 via GlobeNewswire

Broadridge Financial Solutions, Inc., purchased Technology Assets from INVeSHARE, Inc.

See 415 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. announced that it has acquired technology assets of Inveshare, Inc. In connection with the transaction, Broadridge has entered into a development agreement to use these technology assets to develop blockchain applications for Broadridge’s proxy business.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
 seller: INVeSHARE, Inc.
INVeSHARE delivers regulated shareholder materials to the retail investor in paper and electronic form. Through integration with a brokerage firm’s website, retail investors can access shareholder materials and educational content, and submit their vote online.
price ($mm)
$135
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/15/2016 via BNC Analysis

Broadridge Financial Solutions, Inc., will purchase NACC business from DST Systems, Inc.

See 4 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. announced it has entered into a definitive agreement to acquire the North American Customer Communications business of DST Systems, Inc. NACC is a leading provider of customer communication services including print and digital communication solutions, content management, postal optimization, and fulfillment.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
 seller: DST Systems, Inc. (DST:$2,023.10)
Tthe North American Customer Communications (“NACC”) business of DST Systems is a leading provider of customer communication services including print and digital communication solutions, content management, postal optimization, and fulfillment.
price ($mm)
$410
rev ($mm)
$1,100
EBITDA ($mm)
EV / rev
0.4x
EV / EBITDA
closed 6/14/2016 via Company Press Release

Broadridge Financial Solutions, Inc., acquired 4Sight Financial Software

See 454 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. announced that it has expanded its global securities financing and collateral management capabilities through the acquisition of 4sight Financial Software Limited, a leading provider of securities finance and collateral management systems to financial institutions worldwide.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
 target: 4Sight Financial Software
4sight Financial Software is an independent software solutions provider. 4sight's customer base includes a full spectrum of financial market participants from global broker dealers and custodial banks to asset managers, insurance companies and pension funds.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/11/2016 via PR Newswire

Broadridge Financial Solutions, Inc., acquired Dojima

See 151 Comparable Transactions
synopsis: Broadridge Financial Solutions, Inc. announced that it has broadened its Global Post Trade Management (GPTM) solution, adding exchange-traded derivatives functionality through the acquisition of Dojima LLC. Dojima provides global trading, clearing, matching and connectivity solutions.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
 target: Dojima
Dojima is a niche technology firm founded by industry veterans who recognized the need for an effective technical solution to meet the challenges posed by evolving global derivatives reforms.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
Pages:  
closed 1/15/2020 via PR Newswire

Lambert & Co., acquired Casteel Schoenborn

See 104 Comparable Transactions
synopsis: Lambert & Co., a public relations, investor relations and integrated marketing firm, has acquired Casteel Schoenborn, a provider of investor relations and corporate communications services. Casteel Schoenborn helps public and private enterprises implement ongoing IR and financial PR programs to ensure full and fair valuation of their shares.
buyer: Lambert & Co.
Lambert & Co. is a public relations, investor relations and integrated marketing firm. Lambert helps clients across the globe to build brand awareness, drive sales and scale business. Their portfolio of clients spans a broad spectrum of industries including automotive, food, education and more. "
 target: Casteel Schoenborn
Casteel Schoenborn is a provider of investor relations and corporate communications services. Casteel Schoenborn helps public and private enterprises implement ongoing IR and financial PR programs to ensure full and fair valuation of their shares while enhancing or protecting their reputations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/8/2019 via GlobeNewswire

Pierre Boucher, acquired MaisonBrison Communications

See 29 Comparable Transactions
synopsis: MaisonBrison Communications Inc. (MB) announced that the company has been sold to MB Partner, Pierre Boucher. Founded in 1983, MaisonBrison Communications has evolved into a Canadian leader in the field of corporate communications and investor relations.
buyer: Pierre Boucher
Since 1989, Pierre Boucher has been involved in various aspects of North American financial markets. He worked 12 years as a financial analyst covering special situations and technology companies. He joined MaisonBrison in 2009 and became a Partner in 2016. "
 target: MaisonBrison Communications
Founded in 1983, MaisonBrison Communications has evolved into a Canadian leader in the field of corporate communications and investor relations. The Company currently represents a roster of leading publicly-traded organizations in various business sectors, many with global operations.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/22/2019 via BusinessWire

Lansons, acquired Intermarket

See 52 Comparable Transactions
synopsis: Leading independent reputation management consultancy Lansons announced the acquisition of Intermarket, an agency that provides strategic communications consulting and tactical public relations services to a wide range of clients operating across the global landscape, with particular emphasis on financial services.
buyer: Lansons
Based in London, Lansons is a leading independent reputation management consultancy, 100% owned by people working in the business. Lansons’ consultants are experts in media, investor, political, regulatory, employee and change, crisis, digital and international communications. "
 target: Intermarket
Founded in 1986 by Matt Zachowski and Martin Mosbacher, Intermarket Communications provides strategic communications consulting and tactical public relations services to a wide range of clients operating across the global landscape, with particular emphasis on financial services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/8/2018 via BNC Analysis

KPS3, acquired 120 West Strategic Communications LLC

See 3972 Comparable Transactions
synopsis: KPS3 Marketing, a full-service brand, marketing and digital communications firm, announced the acquisition of 120 West Strategic Communications, an award-winning public relations and investor relations firm headquartered in Reno, Nevada.
buyer: KPS3
KPS3 goes far beyond any normal definition of a marketing company, PR firm or digital agency. They handle large-scale advertising and branding campaigns, build enterprise-level web and mobile applications, and can train a room full of executives from across the country how to handle the media. "
 target: 120 West Strategic Communications LLC
Based in Reno, Nevada, 120 West provides investor relations and marketing communications through strategic engagement to both public and private companies with emphasis on delivering measurable results aligned with a company’s goals and objectives.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/19/2018 via PE Hub

Lambert, Edwards & Associates, acquired Owen Blicksilver Public Relations, Inc.

See 781 Comparable Transactions
synopsis: Lambert, Edwards & Associates, a leading PR, investor relations, and integrated communications agency, has acquired New York-based financial communications firm Owen Blicksilver Public Relations, Inc. Owen Blicksilver PR specializes in private equity, real estate, financial services, bankruptcy, crisis, litigation support, and B2B marketing.
buyer: Lambert, Edwards & Associates
Lambert, Edwards & Associates is a top-5 Midwest-based PR firm and a top-10 investor relations firm nationally with clients based in 20 states and six countries. As Michigan’s largest PR firm, Lambert serves middle-market companies and national brands across a wide array of industries. "
 target: Owen Blicksilver Public Relations, Inc.
Owen Blicksilver Public Relations is a New York financial communications and investor relations consultancy. The Owen Blicksilver PR team specializes in private equity, real estate, financial services, bankruptcy, crisis, litigation support, and B2B marketing.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/30/2017 via BNC Analysis

Link And Motivation Inc., will acquire A2media Corporation

See 29 Comparable Transactions
synopsis: Link And Motivation Inc., a Japanese company which carries out management consulting, will acquire A2Media. A2media Corporation, based in Tokyo, Japan, is a corporate communication professional. A2media provides solutions and services for investor relations (IR).
buyer: Link And Motivation Inc. (TSE:2170:$354.20)
Link and Motivation Inc. provides management consulting services in Japan. It offers consulting services that transform business organizations through motivation management, entry management, brand management, investor relations, and place management. "
 target: A2media Corporation
A2media Corporation, based in Tokyo, Japan, is a corporate communication professional. A2media provides solutions and services for investor relations (IR).
price ($mm)
$12
rev ($mm)
$11
EBITDA ($mm)
EV / rev
1.1x
EV / EBITDA
closed 1/17/2017 via PR Newswire

Q4 Inc., acquired CapMark Clarity

See 1056 Comparable Transactions
synopsis: Q4 Inc., a global leader in cloud-based investor relations and capital market solutions, is announcing the acquisition of CapMark Clarity, a provider of shareholder ID and market intelligence to UK and European markets.
buyer: Q4 Inc.
Q4 is a global leader in cloud-based investor relations and capital market solutions. Thousands of brands around the world use Q4 website, webcasting, CRM, analytics and surveillance solutions to better connect with their investors and understand the capital markets. "
 target: CapMark Clarity
CapMark Clarity is an independent capital markets intelligence firm with a focus on delivering the highest quality and personal service to each of its clients. With more than a decade of experience, CapMark Clarity set a new standard for traditional investor relations services in Europe.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/12/2016 via BusinessWire

Prosek Partners, acquired Muirfield Partners

See 29 Comparable Transactions
synopsis: Prosek Partners, a leading independent public relations and financial communications firm, has acquired Muirfield Partners, a Los Angeles-based strategic corporate and financial communications agency. Mickey Mandelbaum, founder and president of Muirfield, will become a partner at Prosek.
buyer: Prosek Partners
Prosek Partners operates as an independent public relations company. The company offers services in the areas of digital and traditional media relations, investor relations, social media and branded entertainment, crisis communications and issues management. "
 target: Muirfield Partners
Founded in 2001, Muirfield Partners is a corporate communications and investor relations firm that works directly with an organization's senior leadership to develop discreet and targeted communications strategies. They are headquartered in Los Angeles.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/28/2016 via BNC Analysis

Reputation Partners, LLC, acquired Vollrath Associates, Inc.

See 661 Comparable Transactions
synopsis: Milwaukee public relations and investor relations firm Vollrath Associates has been acquired by Reputation Partners LLC, a full-service strategic communications firm with offices in Chicago and Milwaukee. Vollrath Associates works with leading public companies on communications with shareholders and the investors.
buyer: Reputation Partners, LLC
Reputation Partners is a full-service strategic communications firm. They represent clients in a wide range of industries, including real estate, retail, food and beverage, financial services, manufacturing/industrials, non-profits, education institutions, religious institutions, among many others. "
 target: Vollrath Associates, Inc.
Vollrath Associates, a leading public relations agency located in downtown Milwaukee, Wis., specializes in public relations, investor relations, media relations, employee communication, marketing communications and new media.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/14/2015 via PR Newswire

NATIONAL Public Relations Inc., acquired TMX Equicom

See 29 Comparable Transactions
synopsis: NATIONAL Public Relations, Canada's leading public relations firm and one of the world's leading independent communications firms, announced the acquisition of the business of Equicom from TMX Group. Equicom is Canada's leading investor relations and financial communications firm.
buyer parent: RES PUBLICA Consulting Group Inc.
buyer: NATIONAL Public Relations Inc.
NATIONAL Public Relations serves corporate and institutional clients, offering a full range of strategic communications services, including corporate communications, investor relations, public affairs, stakeholder engagement, marketing, healthcare and digital communications. "
 target parent: TMX Group Inc.
target: TMX Equicom
TMX Equicom is Canada’s leading provider of investor relations and strategic corporate communications. They have been working with Canadian public issuers to build their profiles within the investment community since 1996.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/13/2015 via Market Wire

Dresner Corporate Services, Inc., acquired Allen & Caron Inc

See 29 Comparable Transactions
synopsis: Dresner Corporate Services, Inc., a strategic communications firm specializing in investor and public relations, has acquired Allen & Caron, Inc., a strategic investor relations firm with offices in New York City and Irvine, Calif.
buyer: Dresner Corporate Services, Inc.
Dresner Corporate Services is a leading strategic communications firm specializing in investor relations, public relations and corporate communications. Dresner focuses on delivering tangible, measurable results leading to a superior return on investment for their clients. "
 target: Allen & Caron Inc
Allen & Caron has, for more than 30 years, provided investor relations, media relations and corporate communications services to micro-, small- and mid-cap companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 4/8/2015 via Company Press Release

Winningtons Financial Public Relations Ltd. will be merged with Walbrook PR Ltd.,

See 29 Comparable Transactions
synopsis: Walbrook PR, which provides high quality Financial PR and Investor Relations advice to Small Cap and AIM listed companies, has agreed to a merger with Winningtons Financial Public Relations Ltd. that will see Walbrook PR become the second largest Financial PR Adviser by number of AIM listed clients.
buyer: Walbrook PR Ltd.
Walbrook is a full service Financial Public Relations and Investor Relations consultancy that has a strong reputation for advising growing Small Cap and AIM listed companies. Their clients range from £2m Market Cap. to £200m across a wide number of sectors. "
 target: Winningtons Financial Public Relations Ltd.
Winningtons is one of the UK's leading independent financial PR and communications consultancies, with offices in Bristol, the City of London and affiliates in Leeds and Edinburgh.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/8/2014 via BNC Analysis

ECI Partners, acquired Investis

See 456 Comparable Transactions
synopsis: Private equity firm ECI Partners has taken a majority stake in digital corporate comms company Investis. Headquartered in London, Investis provides digital services that enable companies to manage their corporate communications and investor relations. Investis was previously backed by Gresham, another private equity company.
buyer: ECI Partners
ECI Partners is a specialist growth investor, one of the longest established and most successful private equity groups in the UK, specialising in buyouts, buyins and acquisition finance deals valued between £10 million and £150 million. "
 target parent: Gresham LLP
target: Investis
Investis specialises in digital IR and corporate communications for public companies. Their services range from designing, building and hosting corporate or investor websites to online annual reports, webcasting, video, apps, mobile and social media.
price ($mm)
$78
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/15/2014 via PR Newswire

MBS Value Partners, acquired Breakstone Group

See 29 Comparable Transactions
synopsis: MBS Value Partner, a leading investor relations and corporate communications firm, announced that it has acquired Breakstone Group, a New York-based investor relations firm that enjoys a longstanding reputation for top-quality investor relations and financial communications work in Mexico, elsewhere in Latin America, and in the U.S.
buyer: MBS Value Partners
MBS Value Partners is an investor relations and corporate communications firm that provides senior level advisory work and customized investor relations, financial media and corporate communications programs for a growing roster of domestic and international clients in a broad range of industries. "
 target: Breakstone Group
Founded in 2000 by Kay Breakstone and Susan Borinelli, Breakstone Group is a New York-based investor relations firm that enjoys a longstanding reputation for top-quality investor relations and financial communications work in Mexico, elsewhere in Latin America, and in the U.S.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/5/2014 via BNC Analysis

ShareInvestor Pte Ltd, acquired Waterbrooks Consultants Pte Ltd

See 526 Comparable Transactions
synopsis: ShareInvestor, a wholly-owned subsidiary of Singapore Press Holdings, acquired certain trade marks and other intellectual property rights of Waterbrooks Consultants as well a 60 per cent stake in the company. Waterbrooks provides investor relations, financial and corporate communications, sustainability reporting and crisis management services.
buyer parent: Singapore Press Holdings Ltd.
buyer: ShareInvestor Pte Ltd
A wholly-owned subsidiary of Singapore Press Holdings, ShareInvestor is a financial internet media & technology company that owns one of the largest investor relations network in Asia. ShareInvestor provides market data tools and financial applications to institutional and retail investors. "
 target: Waterbrooks Consultants Pte Ltd
Waterbrooks Consultants Pte Ltd provides investor relations, financial and corporate communications, sustainability reporting and crisis management services. The company was incorporated in 2002 and is based in Singapore.
price ($mm)
$0.73*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/1/2014 via Company Press Release

Investis Ltd, acquired global3digital

See 455 Comparable Transactions
synopsis: Investis Ltd, the global specialists in digital corporate communications, has further strengthened its position in Europe with the acquisition of global3digital. global3digital provides an end-to-end digital solution for clients, designing, building and supporting corporate websites and apps. It works with 150 companies across the UK and Europe.
buyer parent: Gresham LLP
buyer: Investis Ltd
Investis Ltd., is an international digital corporate communications and investor relations company which works with approximately 1,700 clients from offices in six countries. Founded in 2000, Investis helps clients manage their corporate communications and investor relations. "
 target: global3digital
global3digital is a purely digital agency specialising in corporate and IR communications and one of the only to embrace open source technology. global3digital provides an end-to-end digital solution for clients, designing, building and supporting corporate websites and apps.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/14/2014 via BusinessWire

EQS Group AG, acquired TodayIR.com

See 453 Comparable Transactions
synopsis: EQS Group has acquired 100% of the shares of online investor relations and news service provider TodayIR Holdings Limited paving the way for further growth in Asia. TodayIR designs and manages IR websites, produces webcasts and operates the important finance information portal www.todayir.com.
buyer: EQS Group AG (XTRA:EQS:$50.81)
Serving more than 7,000 international customers, EQS Group is the leading provider of online corporate communication services. For Investor Relations and Corporate Communications services, leading companies from Europe, Asia and North America use our web solutions, all from a single source. "
 target: TodayIR.com
TodayIR.com is one of the largest interactive online IR platforms in Asia. They leverage the power of the internet as well as work closely with more than 150 listed company clients, to provide the up-to-date and accurate information to retail, institutional and private investors globally.
price ($mm)
$6.22
rev ($mm)
$2
EBITDA ($mm)
EV / rev
3.2x
EV / EBITDA
closed 3/27/2014 via PR Newswire

Taylor Rafferty Associates, Inc., acquired Taylor Rafferty Associates, Inc.

See 29 Comparable Transactions
synopsis: The management of Taylor Rafferty has acquired the company's assets from DF King Worldwide. Taylor Rafferty retains its focus on assisting companies to build their capital markets presence in the US, offering investor relations consulting, capital markets research and analysis and IR program execution.
buyer: Taylor Rafferty Associates, Inc.
Taylor Rafferty is the world's leading global investor relations firm. For over 30 years, they have enabled their clients to achieve their capital markets goals by delivering a full range of advisory and operational support in the world's major capital markets. "
 target parent: The Riverside Company
target: Taylor Rafferty Associates, Inc.
Taylor Rafferty is the world's leading global investor relations firm. For over 30 years, they have enabled their clients to achieve their capital markets goals by delivering a full range of advisory and operational support in the world's major capital markets.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/30/2013 via Company Press Release

Wealth Management Systems, Inc., acquired Capital IQ Financial Communications

See 153 Comparable Transactions
synopsis: Wealth Management Systems Inc., a provider of technology-based rollover services and financial planning tools in the retirement services industry, announced that it has acquired S&P Capital IQ's Financial Communications (FC) business. S&P Capital IQ FC is a provider of print and web-based content and services for financial services firms.
buyer: Wealth Management Systems, Inc.
Founded in 2000, Wealth Management Systems (WMSI) is a benefits technology company developing web services and interfaces for leading providers and financial services organizations. Today, WMSI is the leading provider of rollover servicing technology in the retirement services industry. "
 target parent: The McGraw-Hill Companies, Inc.
target: Capital IQ Financial Communications
S&P Capital IQ Financial Communications is a leading provider of print and web-based content and services for financial services firms. They offer investor education, retirement plan solutions, and marketing communication tools.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/24/2013 via Market Wire

Summit IR Group will be merged with Darrow Associates, Inc.,

See 29 Comparable Transactions
synopsis: Darrow Associates, Inc., a leading investor relations agency serving growing small-cap companies, announced that effective July 1, 2013 Silicon Valley-based Summit IR Group, Inc. will merge with Darrow Associates. Summit IR Group has been implementing investor relations programs for clients globally since 2003.
buyer: Darrow Associates, Inc.
Darrow Associates, Inc. is a boutique investor relations and financial communications consultancy serving the needs of select micro- and small-capitalization companies. Strategic programs are implemented with high level counsel provided by the firm’s executive consultants. "
 target: Summit IR Group
Summit IR Group has been implementing investor relations programs for clients globally since 2003. The firm has been involved in a full range of investor oriented activities, from managing IR programs for pre-IPO companies through mergers and acquisitions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
Pages:  

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MarketAxess operates a leading, institutional electronic trading platform delivering expanded liquidity opportunities, improved execution quality and significant cost savings across global fixed-income markets.
year
2020
rev ($mm)
$615.14
EBITDA ($mm)
$350.02
EBIT ($mm)
$321.32
Net Income ($mm)
$262.94
Employees
527
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Ticker:
 
 
 
 
 
 
 
 
Infront AS
Infront provides electronic trading solutions and real-time market data, news, and analytics covering financial key markets in all asset classes. Infront’s terminal, mobile apps and versatile electronic trading solutions connect professional users to their local and international markets.
year
2021
rev ($mm)
$142.28
EBITDA ($mm)
$20.65
EBIT ($mm)
$10.45
Net Income ($mm)
Employees
483
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Ticker: INIX.PK
 
 
 
 
 
 
 
 
iFinix Corporation
iFinix Corporation
Ifinix is a leading global provider of financial and business information to professionals and active individual investors. Building on a 20-year legacy of delivering time-sensitive financial information, Ifinix provides streaming, real-time market data, news and analytics.
year
2011
rev ($mm)
$0.54
EBITDA ($mm)
($0.26)
EBIT ($mm)
($0.27)
Net Income ($mm)
Employees
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Ticker: GB:FFA.GB
 
 
 
 
 
 
 
 
FFastFill plc
FFastFill plc
FFastFill is the leading provider of Software as a Service to the global derivatives community, using the latest developments in technology to automate trade flow processes across a firm's front, middle and back offices.
year
2011
rev ($mm)
$24.91
EBITDA ($mm)
$6.69
EBIT ($mm)
$3.39
Net Income ($mm)
$2.90
Employees
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Ticker: FXIT
 
 
 
 
 
 
 
 
Forex International Trading Corp.
Forex International Trading Corp.
Forex International Trading develops the next generation of Forex trading platforms. 4XINT Trader is an advanced online trading platform for the Forex market.
year
2011
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
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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.
year
2017
rev ($mm)
$39.97
EBITDA ($mm)
($2.65)
EBIT ($mm)
($3.47)
Net Income ($mm)
Employees
253
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Ticker: OTCPK:APTY
 
 
 
 
 
 
 
 
APT Systems, Inc.
APT is an acronym for Applied Proprietary Trading. The Management of APT Systems, Inc. works to deliver stock trading tools with a focus on handheld devices.
year
2018
rev ($mm)
$0.01
EBITDA ($mm)
($1.69)
EBIT ($mm)
($1.72)
Net Income ($mm)
Employees
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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: MORN
 
 
 
 
 
 
 
 
Morningstar, Inc.
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.
year
2022
rev ($mm)
$1,699.30
EBITDA ($mm)
$411.60
EBIT ($mm)
$260.90
Net Income ($mm)
Employees
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Ticker: TSXV:ALY
 
 
 
 
 
 
 
 
AnalytixInsight
AnalytixInsight
AnalytixInsight Inc's Big Data Analytics platform helps transform data into narratives. Their flagship product Capital Cube provides high-quality financial research and content for investors, information providers, finance portals and media.
year
2016
rev ($mm)
$1.66
EBITDA ($mm)
($1.51)
EBIT ($mm)
($1.64)
Net Income ($mm)
Employees
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Ticker: ASX:REV
 
 
 
 
 
 
 
 
Real Estate Investar
Real Estate Investar
Real Estate Investar is an Australian provider of products and services for property investors. Real Estate Investar helps people to find, analyse and track investment properties. Their platform provides users with all the tools, data and information they need to invest in property successfully.
year
2019
rev ($mm)
$0.59
EBITDA ($mm)
($0.38)
EBIT ($mm)
($0.63)
Net Income ($mm)
Employees
0
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Ticker: SSNC
 
 
 
 
 
 
 
 
SS&C Technologies, Inc.
SS&C Technologies, Inc.
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry.
year
2022
rev ($mm)
$5,112.60
EBITDA ($mm)
$1,903.20
EBIT ($mm)
$1,239.70
Net Income ($mm)
Employees
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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.
year
2020
rev ($mm)
$121.48
EBITDA ($mm)
($8.38)
EBIT ($mm)
($3.72)
Net Income ($mm)
Employees
1000
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Ticker: XTRA:NIIN
 
 
 
 
 
 
 
 
niiio finance group AG
niiio finance group AG
Germany-based Niiio finance group AG is a provider of cloud banking software with a focus on wealth management. As a "full-service provider", the company digitizes its customers' processes so that they can work efficiently, flexibly and legally.
year
2020
rev ($mm)
$3.09
EBITDA ($mm)
$2.27
EBIT ($mm)
$0.05
Net Income ($mm)
Employees
46
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Ticker: BR
 
 
 
 
 
 
 
 
Broadridge Financial Solutions, Inc.
Broadridge Financial Solutions, Inc.
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions.
year
2021
rev ($mm)
$4,824.00
EBITDA ($mm)
$999.40
EBIT ($mm)
$696.00
Net Income ($mm)
$516.80
Employees
12000
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Ticker: ASX:CPU
 
 
 
 
 
 
 
 
Computershare Limited
Computershare Limited
Computershare is a global market leader in transfer agency and share registration, employee equity plans, proxy solicitation and stakeholder communications. They also specialize in corporate trust, mortgage, bankruptcy, class action, utility and tax voucher administration, and more.
year
2019
rev ($mm)
$2,346.26
EBITDA ($mm)
$625.07
EBIT ($mm)
$450.45
Net Income ($mm)
$281.03
Employees
12701
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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
2021
rev ($mm)
$50.81
EBITDA ($mm)
$2.65
EBIT ($mm)
($0.25)
Net Income ($mm)
Employees
450
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Ticker: TMNG
 
 
 
 
 
 
 
 
The Management Network Group, Inc.
The Management Network Group, Inc.
The Management Network Group, Inc. is a leading provider of professional services to the converging communications industry and the financial services firms that support it.TMNG Global has provided strategic and management consulting, as well as managed services, to more than 1000 clients worldwide.
year
2009
rev ($mm)
$74.04
EBITDA ($mm)
$4.33
EBIT ($mm)
($1.05)
Net Income ($mm)
Employees
259
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