Like Jdm Benefits

closed 8/1/2020 via Company Press Release

Alera Group, acquired Jdm Benefits

synopsis: Alera Group, a national employee benefits, property and casualty, retirement services, and wealth management firm, has acquired JDM Benefits, a provider of insurance and benefits software and solutions. The acquisition of JDM Benefits will expand Alera Group's service offerings throughout the Northeast region of the United States.
buyer: Alera Group
Alera Group is an independent, national insurance and financial services firm. Alera Group’s over 2,000 employees serve thousands of clients nationally in employee benefits, property and casualty, retirement services, and wealth management. "
target: Jdm Benefits
JDM Benefits offers unique solutions tailored to each organization’s insurance and benefits needs. The company's services include consultancy for employee benefits and compliance, an integrated software platform for HR processes, HR360—a state-of-the-art online human resources library, and more.
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closed 11/25/2014 via BusinessWire

Aetna Inc., acquired Bswift

synopsis: Aetna announced that it has completed its acquisition of privately held bswift, which provides a technology platform that offers a retail shopping experience for health insurance exchanges and employers nationwide. Additionally, bswift offers benefits administration technology and services to employers.
buyer: Aetna Inc. (AET:$60,705.00)
Aetna is one of the nation's leading diversified health care benefits companies, serving an estimated 46 million people with information and resources to help them make better informed decisions about their health care. "
target: Bswift
bswift provides a technology platform that offers a retail shopping experience for health insurance exchanges and employers nationwide. Additionally, bswift offers benefits administration technology and services to employers.
price ($mm)
$400
rev ($mm)
EBITDA ($mm)
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EV / EBITDA
closed 8/31/2022 via GlobeNewswire

PassioHR, Inc., acquired SmartHR, LLC

synopsis: PassioHR, Inc., an industry leader in the Professional Employer Organization space, has completed its acquisition of smarthr, llc., a provider of human resource services. PassioHR will combine many of the services it currently offers to its clients with those offered at smarthr in order to bring additional benefits to both companies' clients.
buyer: PassioHR, Inc.
PassioHR is a leader in the Professional Employer Services (PEO) space and is a trusted partner to SMBs. PassioHR works with its partners to help to manage their critical HR functions more efficiently, reduce administrative workloads and increase compliance with state and federal statutes. "
target: SmartHR, LLC
Smarthr is a provider of human resource services that are designed to maximize employee productivity, improve employee relations, decrease costs, and reduce employer risks associated with HR administration. Smarthr offers cloud services, payroll software, time tracking software, and more.
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closed 3/1/2021 via GlobeNewswire

Ceridian Corporation, acquired Ascender Group

synopsis: Ceridian, a global leader in human capital management (HCM) technology, has completed the acquisition of Ascender, a leading payroll and HR solutions provider in Asia Pacific Japan (APJ).
buyer: Ceridian Corporation (:$964.90)
Ceridian is a global human capital management software company. Dayforce, their flagship cloud Human Capital Management (HCM) platform, provides human resources, payroll, benefits, workforce management, and talent management functionality. "
target parent: Potentia Capital Pty Ltd.
target: Ascender Group
With more than 1.3 million employees of Ascender customers being paid using Ascender’s human resources and payroll platforms throughout the Asia Pacific, and approximately 1,400 global brands and listed companies across a range of different industries trust Ascender to meet their payroll needs.
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announced 11/4/2020 via BNC Analysis

PayGroup Ltd, will acquire Payroll HQ

synopsis: PayGroup Limited, an Australia-based provider of human capital management (HCM) services and solutions, will acquire Payroll HQ Pty Ltd, Australia's best payroll outsourcing company. Payroll HQ offers fully managed payroll services. Their cloud-based solutions allows clients to access their payroll systems at anytime, anywhere and from any device.
buyer: PayGroup Ltd (ASX:PYG:$10.29)
PayGroup is an Australia-based provider of human capital management (HCM) services and solutions. PayGroup provides cloud-based payroll and workforce management solutions to multinational companies in the Asia Pacific region. "
target: Payroll HQ
Payroll HQ is Australia's best payroll outsourcing company. Payroll HQ offers fully managed payroll services that provide peace of mind and compliant payrolls. Their cloud-based solutions allows clients to access their payroll systems at anytime, anywhere and from any device.
price ($mm)
$1.80
rev ($mm)
EBITDA ($mm)
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closed 5/21/2019 via BusinessWire

Orion Novotus, acquired Accolo Inc.

synopsis: Orion Novotus announced that it acquired Accolo, a US-focused Recruitment Process Outsourcing (RPO) company, to expand its middle-market RPO capabilities. Accolo serves small and mid-size businesses in a variety of industries. Accolo has refined its data-driven, proven recruiting process to offer Elevated RPO services.
buyer parent: Orion Talent
buyer: Orion Novotus
Orion Novotus is an Enterprise leader in recruitment process outsourcing. Orion Novotus provides businesses with a full range of recruitment optimization and consulting solutions, from project-based and co-sourced solutions to comprehensive recruitment process outsourcing. "
target: Accolo Inc.
Accolo is a US-focused Recruitment Process Outsourcing (RPO) company that provides Elevated RPO Services. Accolo uses data-driven, patented recruiting process to offer Elevated RPO services to small to mid-size business clients in a wide variety of industries.
price ($mm)
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closed 5/20/2021 via BNC Analysis

High Street Insurance Partners, acquired The Elite Group

synopsis: Full-service insurance brokerage, High Street Insurance Partners (HSIP), announced the acquisition of Malvern, Pennsylvania-based Employee Benefits broker, The Elite Group (Elite). Established in 2001, Elite is a single source Employee Benefits Consulting, Human Resources, Benefits Administration, Payroll, Property & more all under one roof.
buyer: High Street Insurance Partners
High Street Insurance Partners (HSIP) is a full-service independent insurance brokerage firm. They provide a broad array of business insurance & risk management; employee benefits & human capital management; financial & retirement services; and more through community-focused agencies. "
target: The Elite Group
The Elite Group is a single source solution, partnering with companies to provide Employee Benefits Consulting, Human Resources, Benefits Administration, Payroll, Property & Casualty and Voluntary Benefits all under one roof.
price ($mm)
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closed 1/31/2020 via Company Press Release

EBC HR & Payroll Solutions, Inc., acquired ComputerSearch Payroll, Time, & Parking

synopsis: EBC HR & Payroll Solutions, Inc., a leading employee benefit consulting and human capital management firm, has acquired ComputerSearch, a payroll processing and time management company. The acquisition of ComputerSearch allows EBC to provide an unmatched level of offerings and level of service for human capital management.
buyer parent: Kohlberg Kravis Roberts & Co.
buyer: EBC HR & Payroll Solutions, Inc.
EBC is a leading employee benefit consulting and human capital management firm. EBC supports organizations by supplying them with a full suite of business solutions, encompassing everything from technology to individual consulting on all aspects of Human Capital Management. "
target: ComputerSearch Payroll, Time, & Parking
ComputerSearch is a payroll processing and time management company. ComputerSearch provides payroll services, time & attendance, employee benefits, and parking control systems to over 4000 client businesses in Western New York and beyond.
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closed 9/23/2011 via BNC Analysis

Triton HR LLC merged with Connelly Carlisle Fields & Nichols,

synopsis: Connelly, Carlisle, Fields & Nichols (CCF&N), Clearwater, Fla., an insurance agency, has acquired Triton HR L.L.C., Oldsmar, Fla, a payroll services, benefits and outsourcing firm, through a merger. CCF&N expects to acquire administrative services capabilities and about 60 client relationships as a result of the deal.
buyer: Connelly Carlisle Fields & Nichols
Connelly, Carlisle, Fields & Nichols offers insurance and risk management solutions to more than 6,000 individuals, families and commercial clients. "
target: Triton HR LLC
Triton HR LLC, a payroll outsourcing, human resource (HR), and benefit brokerage company, provides a software application for integrating payroll software, benefits administration, and human resource consulting services for mid-market companies.
price ($mm)
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closed 11/29/2008 via GlobeNewswire

People Corporation, acquired Apri Group

synopsis: People Corporation, a Canadian national provider of group benefits, group retirement, and human resource services, has acquired the Apri Group, a group benefits consulting firm in Canada that owns GroupQuest and has developed JungoHR, a platform that offers a human resources information system focused on mid-sized and enterprise-level businesses.
buyer: People Corporation (TSXV:PEO:$117.59)
People Corporation is a Canadian national provider of group benefits, group retirement, and human resource services. The Company’s industry experts provide uniquely valuable insight while customizing an innovative suite of services to the specific needs of its clients. "
target: Apri Group
Apri Group is a group benefits consulting firm in Canada. It serves over 600 businesses, while its firm GroupQuest, serves 600 group benefits advisors. Apri has also developed the JungoHR platform, offering a human resources information system focused on mid-sized and enterprise-level businesses.
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closed 12/30/2020 via Company Press Release

Tandem HR, acquired Best Employment Solutions Team

synopsis: Tandem HR, a Chicago PEO and a certified Professional Employer Organization, has acquired Best Employment Solutions Team (BEST PEO), a privately held company that specializes in PEO and HR solutions in the Michigan area.
buyer: Tandem HR
Tandem HR, a Chicago PEO and a certified Professional Employer Organization (CPEO), simplifies Human Resources for nearly 200 companies by providing HR solutions, infrastructure and expertise. "
target: Best Employment Solutions Team
Best Employment Solutions Team (BEST PEO) is a privately held company that specializes in PEO and HR solutions in the Michigan area. They offer services in payroll, HR & taxes, employee benefits, unemployment, worker' compensation, and more.
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closed 10/19/2021 via GlobeNewswire

Brown & Brown Inc., acquired Remedy Analytics

synopsis: Brown & Brown, Inc., a leading insurance brokerage firm, has acquired all of the stock of Remedy Analytics. Founded in 2011, Remedy Analytics uses its proprietary PharmaLogic® data-based medication platform to offer pharmacy consulting services to employers throughout the United States.
buyer: Brown & Brown Inc. (BRO:$2,856.91)
Brown & Brown, Inc. is a leading insurance brokerage firm, delivering risk management solutions to individuals and businesses since 1939. "
target: Remedy Analytics
Founded in 2011, Remedy Analytics uses its proprietary PharmaLogic® data-based medication platform to offer pharmacy consulting services to employers throughout the United States.
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closed 3/30/2022 via BNC Analysis

WHC Group, acquired Heads Adriatic

synopsis: WHC Group, a Hungarian staffing firm, has acquired a 61.96% stake in Heads Adriatic, a Serbian HR firm that helps companies to be better at hiring. Heads Adriatic offers services for talent solutions, general staffing & recruiting, youth employment, and business process solutions through their specialized brands.
buyer: WHC Group
WHC Group is a Hungarian staffing firm. WHC has 9 offices in Hungary and 4 offices abroad. They provide their clients with full scale services in human resources, including personnel placement, temporary agency work, student jobs, pensioner jobs, and payroll services. "
target: Heads Adriatic
Heads Adriatic is a Serbian HR firm that helps companies to be better at hiring. Heads Adriatic offers services for talent solutions, general staffing & recruiting, youth employment, and business process solutions through their specialized brands.
price ($mm)
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closed 5/1/2021 via BNC Analysis

Clark Schaefer Hackett, acquired strategic HR

synopsis: Clark Schaefer Hackett, a Top 100 Firm based in Cincinnati, has acquired Strategic HR Inc., a human resources outsourcing firm also based there. Strategic HR provides dedicated HR support to organizations that lack their own HR department, or have a small HR function with overflowing needs.
buyer: Clark Schaefer Hackett
Clark Schaefer Hackett (CSH) is a results-driven advisory and accounting firm. They are forward-thinking. They are innovators and problem solvers and they optimize business results in financial, technology, workforce and operational areas. "
target: strategic HR
strategic HR inc. is a well-established outsourced HR management firm working with organizations that have a lean HR or no HR department. They’ve been providing human resources expertise to organizations of all sizes since they opened their doors in 1995.
price ($mm)
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closed 4/29/2021 via Company Press Release

SD Worx, acquired Aditro

synopsis: Belgian company SD Worx announced that they are acquiring Aditro with its operations in the Nordic region. Aditro, based in Sweden, is a leading provider of solutions and services for Human Resource Management, Payroll and Financial Resource Management.
buyer: SD Worx
Belgium-based SD Worx is a supplier of people solutions, enabling organisations to use HR to deliver added value to their businesses. SD Worx is the co-founder of the Payroll Services Alliance, a global strategic network of payroll companies that together handle 32 million payroll calculations. "
target parent: R 12 Kapital AB
target: Aditro
Aditro, based in Sweden, is a leading provider of solutions and services for Human Resource Management, Payroll and Financial Resource Management. The company improves customers' competitiveness by providing IT solutions and software, consulting, and outsourcing services.
price ($mm)
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closed 6/23/2020 via BNC Analysis

Caminarem, acquired RHéflex

synopsis: Caminarem, a group that brings together 3 brands in the Occitanie region to meet your human resource needs, has acquired RHéflex, a human resources (HR) consulting firm that provides HR diagnostics, skills assessments, HR outsourcing, and vocational guidance services. The company was incorporated in 2003 and is based in Montpellier, France.
buyer: Caminarem
Formerly the Empleo group, the Caminarem group, brings together 3 brands in the Occitanie region to meet your human resource needs. "
target: RHéflex
RHéflex, a human resources (HR) consulting firm, provides HR diagnostics, skills assessments, HR outsourcing, and vocational guidance services. The company was incorporated in 2003 and is based in Montpellier, France.
price ($mm)
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closed 10/1/2019 via BNC Analysis

Alera Group, acquired HR inTune, Inc.

synopsis: Alera Group, a national employee benefits, property and casualty, risk management and wealth management firm, has acquired HR inTune, a human resource consulting firm. HR inTune offers an array of HR services, including compensation program implementation, HR compliance, leadership training, technology analysis and support, and more.
buyer: Alera Group
Alera Group is an independent national insurance brokerage and wealth management firm. Alera Group's over 1,800 employees serve thousands of clients nationally in employee benefits, property and casualty, risk management, and wealth management. "
target: HR inTune, Inc.
HR inTune is an HR consulting firm that addresses complex workforce management needs through different configurations of HR outsourcing. The firm offers several HR services, including compensation program implementation, HR compliance, leadership training, technology analysis and support, and more.
price ($mm)
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closed 4/25/2019 via BNC Analysis

Safeguard Global, acquired WorkFor

synopsis: Safeguard Global, a global provider of Global Employment Outsourcing (GEO) and Global Managed Payroll (GMP) solutions, has acquired WorkFor Group, a leading employment solutions provider in Europe. WorkFor provides solutions for recruiting, HR management, payroll and accounting, salary payments, and benefits.
buyer: Safeguard Global
Safeguard Global is a global provider of Global Employment Outsourcing (GEO) and Global Managed Payroll (GMP) solutions. Safeguard Global combines data-driven expertise and innovative payroll technology to help their clients spend less time on paying people and spend more time on their business. "
target: WorkFor
WorkFor is a leading employment solutions provider in Europe. WorkFor provides solutions for recruiting, HR management, payroll and accounting, salary payments, and benefits. WorkFor offers a fully-fledged service package for every type of business looking to expand or to hire employees.
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announced 4/24/2019 via BNC Analysis

Conneqt Business Solutions, will acquire Allsec Technologies Limited

synopsis: Conneqt Business Solutions, a premier customer experience management company in India, will acquire a 61.35% stake in Allsec Technologies, a global company that provides Business Solutions across various industry verticals. Allsec offers solutions for anti-money laundering, business process management, and HR outsourcing and payroll.
buyer parent: Thomascook.in
buyer: Conneqt Business Solutions
Conneqt Business Solutions is a premier customer experience management company in India. Conneqt helps their clients leverage multiple ways of connecting with their customers using an omnichannel approach. Conneqt provides Customer Lifecycle Management services and Business Process Services. "
target: Allsec Technologies Limited
Allsec Technologies is a global company with vast expertise in providing Business Solutions across various industry verticals. Allsec offers solutions and services for anti-money laundering, business process management, and HR outsourcing and payroll.
price ($mm)[EV]
$24 [$3]*
rev ($mm)
$36
EBITDA ($mm)
$5
EV / rev
1.3x
EV / EBITDA
10.0x
closed 10/8/2019 via BusinessWire

Entertainment Benefits Group, LLC, acquired Beneplace, LLC

synopsis: Entertainment Benefits Group (EBG), one of the fastest growing e-commerce companies in the United States specializing in travel and entertainment, has acquired Beneplace, a leading platform provider that supports Fortune 1000 companies, government agencies, and other large organizations.
buyer: Entertainment Benefits Group, LLC
Entertainment Benefits Group (EBG) is an e-commerce company that specializes in entertainment, travel, and merchandising products and services through its proprietary platforms, including the largest entertainment perks brands, TicketsatWork, Plum Benefits, and Working Advantage. "
target: Beneplace, LLC
Beneplace is a premiere voluntary benefits platform provider. Through an employee discount platform, Beneplace offers well-known products and services, such as consumer electronics, vacations, apparel, automobiles, tax preparation, financial services, and many other employer perks.
price ($mm)
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closed 8/1/2020 via Company Press Release

Alera Group, acquired Jdm Benefits

synopsis: Alera Group, a national employee benefits, property and casualty, retirement services, and wealth management firm, has acquired JDM Benefits, a provider of insurance and benefits software and solutions. The acquisition of JDM Benefits will expand Alera Group's service offerings throughout the Northeast region of the United States.
buyer: Alera Group
Alera Group is an independent, national insurance and financial services firm. Alera Group’s over 2,000 employees serve thousands of clients nationally in employee benefits, property and casualty, retirement services, and wealth management. "
target: Jdm Benefits
JDM Benefits offers unique solutions tailored to each organization’s insurance and benefits needs. The company's services include consultancy for employee benefits and compliance, an integrated software platform for HR processes, HR360—a state-of-the-art online human resources library, and more.
price ($mm)
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closed 8/1/2020 via Company Press Release

Alera Group, acquired Jdm Benefits

synopsis: Alera Group, a national employee benefits, property and casualty, retirement services, and wealth management firm, has acquired JDM Benefits, a provider of insurance and benefits software and solutions. The acquisition of JDM Benefits will expand Alera Group's service offerings throughout the Northeast region of the United States.
buyer: Alera Group
Alera Group is an independent, national insurance and financial services firm. Alera Group’s over 2,000 employees serve thousands of clients nationally in employee benefits, property and casualty, retirement services, and wealth management. "
target: Jdm Benefits
JDM Benefits offers unique solutions tailored to each organization’s insurance and benefits needs. The company's services include consultancy for employee benefits and compliance, an integrated software platform for HR processes, HR360—a state-of-the-art online human resources library, and more.
price ($mm)
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closed 10/1/2019 via BNC Analysis

Alera Group, acquired HR inTune, Inc.

synopsis: Alera Group, a national employee benefits, property and casualty, risk management and wealth management firm, has acquired HR inTune, a human resource consulting firm. HR inTune offers an array of HR services, including compensation program implementation, HR compliance, leadership training, technology analysis and support, and more.
buyer: Alera Group
Alera Group is an independent national insurance brokerage and wealth management firm. Alera Group's over 1,800 employees serve thousands of clients nationally in employee benefits, property and casualty, risk management, and wealth management. "
target: HR inTune, Inc.
HR inTune is an HR consulting firm that addresses complex workforce management needs through different configurations of HR outsourcing. The firm offers several HR services, including compensation program implementation, HR compliance, leadership training, technology analysis and support, and more.
price ($mm)
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closed 6/18/2021 via Reuters

J.P. Morgan Chase & Co., acquired Nutmeg

synopsis: JPMorgan Chase, a leading global financial services firm, has bought British digital wealth manager Nutmeg as part of the U.S. bank's expansion into the UK retail banking and investment market. Nutmeg provides online investment management services and helps build and manage the portfolio of its clients.
buyer: J.P. Morgan Chase & Co. (JPM:$121,685.00)
JPMorgan Chase & Co. is a leading global financial services firm with assets of $2.7 trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. "
target: Nutmeg
Nutmeg provides online investment management services and helps build and manage the portfolio of its clients. They assist their clients in taking various investment decisions that are related to equities, corporate bonds, gilts, and gold.
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closed 1/9/2019 via BNC Analysis

Orowealth, acquired Wealthtrust

synopsis: Orowealth, one of leading direct mutual fund platforms, has acquired the WealthTrust platform for an undisclosed amount. WealthTrust is India's first and fastest growing 'Zero Commission Wealth Management' platform. WealthTrust allows users to invest in direct plan mutual funds in a paperless, seamless and hassle-free way.
buyer: Orowealth
Orowealth retail investors access sophisticated advice and techniques that are available to high net worth individuals and institutions. Orowealth targets to be a one-stop solution for all investment needs from investing in stocks and direct mutual funds, financial planning and more. "
target: Wealthtrust
WealthTrust is India's first and fastest growing 'Zero Commission Wealth Management' platform. WealthTrust allows users to invest in direct plan mutual funds and save up to 1.5% extra every year in a paperless, seamless and hassle-free way.
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announced 4/11/2016 via BusinessWire

Aquiline Capital Partners, will acquire Simply Business

synopsis: Aquiline Capital Partners LLC, a New York-based private equity firm investing in financial services, announced that it has entered into a definitive agreement to acquire Simply Business, the leading online provider of small business insurance in the United Kingdom.
buyer: Aquiline Capital Partners
Aquiline Capital Partners is a private equity firm based in New York investing in middle-market businesses across the financial services sector in banking and credit, insurance, investment management and markets, and financial technology and services. "
target: Simply Business
Simply Business is the U.K.’s biggest business insurance provider. Simply Business provides an online brokerage service delivering policies tailored to individual business requirements. It has a team of U.K. based insurance specialists and employs almost 350 people.
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closed 1/24/2020 via PE Hub

Purpose Advisor Solutions, acquired Wealthsimple

synopsis: Purpose Advisor Solutions, a new financial services company focused on creating the tools, services and support to help financial advisors build their own business, has acquired Wealthsimple, an online investment manager that builds a personal, low-cost portfolio for user.
buyer: Purpose Advisor Solutions
Purpose Advisor Solutions is a new financial services company focused on creating the tools, services and support to help financial advisors build their own business. Their team is passionate about helping advisors and is building a new business model to provide what they need to thrive and succeed."
target: Wealthsimple
Wealthsimple is an online investment manager that builds a personal, low-cost portfolio for user. They are on a mission to bring smarter financial services to everybody, regardless of age or net worth.
price ($mm)
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closed 7/24/2019 via BNC Analysis

VinaCapital Investment Management, acquired Smartly Pte Ltd

synopsis: VinaCapital, one of Vietnam’s leading investment management and real estate development firms, has acquired Smartly, a Singapore-based, financial technology company building a new-generation robo-advisor, providing a digital wealth management platform to retail investors.
buyer: VinaCapital Investment Management
Founded in 2003, VinaCapital is one of Vietnam’s leading investment management and real estate development firms, with a diversified portfolio of USD1.8 billion in assets under management. "
target: Smartly Pte Ltd
Smartly is a Singapore-based, financial technology company building a new-generation robo-advisor, providing a digital wealth management platform to retail investors.
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announced 7/8/2016 via PR Newswire

Legg Mason, Inc., will acquire Financial Guard

synopsis: Legg Mason, Inc. announced that it has agreed to acquire an 82% majority equity interest in Financial Guard LLC, an online Registered Investment Advisor and innovative technology-enabled wealth management and investment advice platform. The firm will operate as part of Legg Mason's alternative distribution strategies business.
buyer: Legg Mason, Inc. (LM:$2,660.84)
Legg Mason is a global asset management firm that provides active asset management in many major investment centers throughout the world. "
target: Financial Guard
Financial Guard is a leading online investment advisor providing simple, professional and transparent investment advice through its interactive website. Financial Guard's technology allows investors to create a unique profile and view all of their investments in one place
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announced 5/27/2020 via BNC Analysis

M&G plc, will acquire Ascentric

synopsis: M&G, an international savings and investment business, will acquire Ascentric from Royal London, a mutual life insurance, pensions and investment company in the UK. Ascentric is a digital wrap and wealth management platform in the UK. Ascentric's platform enables financial advisers to manage their clients’ financial needs in just one place.
buyer: M&G plc (LSE:MNG:$41,560.33)
M&G is an international savings and investment business. M&G serves customers through two brands: M&G Investments - an asset manager; and Prudential which manages long-term savings, investments and retirement solutions. M&G manages investments for both individuals and large institutional investors. "
target parent: Royal London
target: Ascentric
Ascentric is a leading digital wrap and wealth management platform in the UK. Ascentric offers a fully integrated online investment management and dealing platform that enables financial advisers to manage their clients’ financial needs in just one place.
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closed 11/1/2013 via BusinessWire

Monsanto, acquired The Climate Corporation

synopsis: Monsanto Company announced that it has completed the previously announced acquisition of The Climate Corporation. The acquisition combines Climate Corporation’s expertise in agriculture analytics and risk-management with Monsanto’s R&D capabilities, and will provide farmers access to information about factors that affect the success of their crops.
buyer: Monsanto (MON:$14,475.00)
Monsanto is a sustainable agriculture company. They deliver agricultural products that support farmers all around the world. They are focused on empowering farmers—large and small—to produce more from their land while conserving more of world's natural resources such as water and energy. "
target: The Climate Corporation
The Climate Corporation helps people and businesses manage and adapt to climate change. The company’s unique technology platform enables the real-time pricing and purchasing of customizable weather insurance using proprietary global weather simulation modeling and local weather monitoring systems.
price ($mm)
$930
rev ($mm)
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closed 8/2/2021 via GlobeNewswire

Millennial Specialty Insurance, LLC, acquired FounderShield LLC

synopsis: BRP Group, Inc. has announced that Millennial Specialty Insurance, an indirect subsidiary of BRP Group, has acquired substantially all the assets of FounderShield, a New York-based, tech-enabled insurance distribution platform with a specialized focus on providing commercial insurance services for clients in various high growth industries.
buyer parent: BRP Group, Inc.
buyer: Millennial Specialty Insurance, LLC
Millennial Specialty Insurance delivers comprehensive renters insurance products for multifamily technology companies. Streamline all aspects of digital insurance sales and service with a best-in-class technology stack that features tools designed for each phase of the insurance lifecycle. "
target: FounderShield LLC
Headquartered in New York, New York, Founder Shield is a tech-enabled, digital insurance platform dedicated to creating the most seamless, intuitive and responsive experience to protect clients’ growth at every stage.
price ($mm)
rev ($mm)
$10
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
announced 8/26/2020 via BusinessWire

Valuesetters, will be merged with Netcapital

synopsis: ValueSetters, a publicly-traded boutique advisory firm with unique expertise in helping private companies raise capital over the internet, is to merge with Netcapital, a private securities platform that connects investors to entrepreneurs to help private companies grow.
buyer: Valuesetters (OTCPK:VSTR:$1.75)
Led by a team of professional investors, digital marketing experts, and technology specialists, ValueSetters is a publicly-traded boutique advisory firm with unique expertise in helping private companies raise capital over the internet. "
target: Netcapital
Netcapital is a private securities platform that connects investors to entrepreneurs to help private companies grow. Netcapital operates an investment portal that enables investors to set up an account online, browse information on private companies offering securities on the platform, and invest.
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announced 1/7/2014 via PR Newswire

Insureon, will acquire InsuranceNoodle, Inc.

synopsis: Insureon, the leading online insurance delivery platform for small-business owners, announced that it has entered into an agreement to acquire Insurance Noodle. Insurance Noodle, an online wholesale insurance broker, is a subsidiary of Willis Group Holdings.
buyer: Insureon
Insureon, the nation's leading online small commercial insurance agency, specializes in serving the fast-growing micro-business sector, which includes the self-employed and companies with 10 or fewer employees. "
target parent: Willis Group Holdings
target: InsuranceNoodle, Inc.
Insurance Noodle established itself as a pioneer in online quoting in 2001. Since then, it has provided independent agents with online access to insurance products and services through a single-entry, multi-carrier, multi-line, web-based portal.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/21/2008 via BusinessWire

Marco Polo Network, Inc., acquired XTF.com

synopsis: Marco Polo Network, the largest platform for electronic trading of securities listed and traded on Emerging Markets exchanges, today announced the acquisition of the trademarks, intellectual property IT infrastructure and consumer facing assets of XTF Global Asset Management Inc., an ETF research and ETF based investment advisor.
buyer parent: NYSE Euronext
buyer: Marco Polo Network, Inc.
Marco Polo Network is currently the largest independent platform for electronic trading of securities listed and traded on Emerging Markets exchanges. MPN’s trading platform allows global investors transparent and cost efficient electronic access to over 70 local exchanges in 42 emerging markets. "
target: XTF.com
XTF Global Asset Management LLC is an investment firm dedicated to helping investors harness the power of Exchange Traded Funds (ETFs). We offer a broad range of products, services and technologies that can help you to understand the role ETFs can play in enhancing investment returns.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/31/2007 via

BinckBank, acquired Alex Beleggersbank

synopsis: Rabobank Nederland has decided to sell Alex Beleggersbank to the listed internet broker BinckBank. Alex will continue to exist as a separate brand under the ownership of BinckBank and will retain its own positioning.
buyer: BinckBank (:$186.53)
BinckBank N.V., formerly Binck N.V., is a Netherlands-based online bank for investors. The Company offers investors cost-effective access to international securities markets, including the processing of securities and cash transactions and market information. "
target parent: RaboBank
target: Alex Beleggersbank
Alex has more than 100,000 customers and is market leader in the field of online investment. Alex Beleggersbank is the largest originator of private orders on the Euronext derivatives exchange. Alex Beleggersbank has been the recipient of numerous awards through the years.
price ($mm)
$564
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/16/2015 via PR Newswire

Bloomberg L.P., will purchase BRAIS from Barclays PLC

synopsis: Bloomberg L.P., the global business and financial information and news leader, announced that it has entered into an agreement to acquire Barclays Risk Analytics and Index Solutions Ltd., a leading provider of benchmark and strategy indices, portfolio analytics, risk and attribution models, and portfolio construction tools.
buyer: Bloomberg L.P.
Bloomberg, the global business and financial information and news leader, gives influential decision makers a critical edge by connecting them to a dynamic network of information, people and ideas. They provide real time financial information to more than 325,000 subscribers globally. "
seller: Barclays PLC (LSE:BARC:$25,009.44)
Barclays Risk Analytics and Index Solutions Ltd. ("BRAIS") is a leading provider of benchmark and strategy indices, portfolio analytics, risk and attribution models, and portfolio construction tools. BRAIS's benchmark indices span global markets covering multiple asset classes.
price ($mm)
$780
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/20/2019 via Company Press Release

PIB Group, acquired Optis Insurances Limited

synopsis: PIB Group (PIB), a dynamic insurance intermediary group in the UK, has acquired Optis Insurances Limited (Optis), an innovative insurance intermediary in Ireland servicing the Irish SME sector. Optis' unique technology platform enables the cost-effective distribution of insurance products on behalf of insurers.
buyer: PIB Group
PIB Group is a dynamic insurance intermediary group aiming to create a leading position in the provision of specialist insurance solutions across the UK market and beyond. The group operates from a growing network of offices in London, the Midlands, Scotland, East Anglia and the South West. "
target: Optis Insurances Limited
Optis is an innovative insurance intermediary in Ireland. Their unique technology platform enables the cost-effective distribution of insurance products on behalf of insurers. Optis is focused on the broker community servicing the SME sector in Ireland.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/14/2006 via Company Press Release

BISYS Group, Inc., acquired TIME Financial Services, Inc.

synopsis: BISYS, a leading provider of outsourcing solutions for the financial services sector, today announced its acquisition of TIME Financial Services, Inc., a Woodland Hills, CA - based independent, privately-held planning and insurance consulting organization dedicated to servicing national financial advisory firms.
buyer parent: Citi
buyer: BISYS Group, Inc. (BSG:$0.00)
The BISYS Group, Inc. provides global solutions that enable investment firms, insurance companies and agents to more efficiently serve their customers, grow their businesses, and respond to evolving regulatory requirements. "
target: TIME Financial Services, Inc.
TIME Financial Services is the planning and insurance consultant to financial advisor firms throughout the entire United States. TIME brings expertise in estate planning, business planning, charitable planning, and life insurance to the clients of financial advisors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/6/2018 via BNC Analysis

Charleston Capital Management, acquired EquityBender

synopsis: Charleston Capital Management, an alternative asset manager, has acquired EquityBender, a company that provides an online platform for investors to identify, evaluate, and invest in early-stage media, technology, and consumer companies that meet their personal portfolio requirements.
buyer: Charleston Capital Management
Charleston Capital Management is an alternative asset manager that seeks to generate attractive, absolute returns by opportunistically and tactically investing in areas where conventional sources of capital are disproportionately unavailable. "
target: EquityBender
EquityBender provides an online platform for investors to identify, evaluate, and invest in early-stage media, technology, and consumer companies that meet their personal portfolio requirements.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/15/2021 via BNC Analysis

Robinhood, acquired Cove Markets

synopsis: No-fee trading app Robinhood has acquired Cove Markets to help ensure quality trade executions for its users. Cove Markets Inc. is a cross-exchange trading platform that makes it easier for people to manage their crypto accounts.
buyer: Robinhood (HOOD:$1,769.97)
Robinhood is democratizing finance for all. With customers at the heart of its decisions, Robinhood is lowering barriers, removing fees, and providing greater access to financial information. Their smartphone app allows individual investors to buy and sell stocks for free. "
target: Cove Markets
Cove Markets Inc. is a cross-exchange trading platform that makes it easier for people to manage their crypto accounts. They offer advanced tools, trading algorithms, live and historical data, analytics, charts, web widgets, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/21/2020 via BNC Analysis

SoFi, acquired 8 Securities Limited

synopsis: Consumer financial services platform SoFi has acquired 8 Securities, a Hong Kong-based investing app. Targeted to personal investors, 8 Securities will rebrand to SoFi Hong Kong and will begin launching services in other markets in addition to Hong Kong. 8 Securities was the first mobile-only investment service and robo-advisor to launch in Asia.
buyer: SoFi (SOFI:$867.87)
SoFi is a values-driven company on a mission to help members get their money right. They create modern financial products and services that help people borrow, save, spend, invest, and protect their money better, so that they can achieve financial independence and realize their ambitions. "
target: 8 Securities Limited
Hong Kong-based 8 Securities is a cloud-based brokerage platform that provides simple, transparent, and affordable mobile investing solutions. The company allows users to trade over 15,000 US and Hong Kong stocks and exchange traded funds as much as they like free of commission.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 1/30/2020 via GlobeNewswire

Guardian Capital Group, will acquire ModernAdvisor

synopsis: Guardian Capital Group Limited, a Canadian diversified financial services company, will acquire Modern Advisor Canada Inc., a leading Canadian digital advisor platform. ModernAdvisor is a fintech start-up that helps investors to reach their investment goals through transparent, unbiased, and cost-effective investment management services.
buyer: Guardian Capital Group (TSX:GCG.A:$136.06)
Guardian Capital is a Canadian diversified financial services company operating in Asset Management and Financial Advisory. Guardian provides investment management services, financial advisory services, retail distribution of mutual funds, insurance, and general corporate services. "
target: ModernAdvisor
Vancouver-based ModernAdvisor is a digital investment management company. ModernAdvisor uses technology to help advisors bring Canadians intelligent investing options, allowing them to reach their investment goals through transparent, unbiased, and cost-effective investment management services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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Matching Companies
Ticker: TSXV:PEO
 
 
 
 
 
 
 
 
People Corporation
People Corporation
People Corporation is a Canadian national provider of group benefits, group retirement, and human resource services. The Company’s industry experts provide uniquely valuable insight while customizing an innovative suite of services to the specific needs of its clients.
year
2019
rev ($mm)
$117.59
EBITDA ($mm)
$25.38
EBIT ($mm)
$15.66
Net Income ($mm)
Employees
907
  • drill down
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Ticker: TSXV:SEB
 
 
 
 
 
 
 
 
Smart Employee Benefits Inc.
Smart Employee Benefits Inc.
Smart Employee Benefits Inc. (SEB) is a technology company that provides business processes software, solutions and services to corporate and government clients with specialty practices focused on managing group benefit solutions and health claims processing environments.
year
2018
rev ($mm)
$77.53
EBITDA ($mm)
$0.74
EBIT ($mm)
($2.03)
Net Income ($mm)
Employees
16
  • drill down
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Ticker:
 
 
 
 
 
 
 
 
Dalrada Financial Corporation
Dalrada Financial Corporation
Dalrada Financial Corp. solves real-world problems by producing innovation-focused and technologically-centered solutions on a global level. Dalrada delivers next-generation manufacturing, engineering, and healthcare products and services designed to propel growth.
year
2011
rev ($mm)
$1.74
EBITDA ($mm)
EBIT ($mm)
$0.13
Net Income ($mm)
$0.63
Employees
75
  • drill down
  • watch
Ticker: ENXTPA:AMUN
 
 
 
 
 
 
 
 
Amundi
Amundi
Amundi is the leading European asset manager in terms of assets under management, and ranks in the top 10 worldwide. The Group manages more than 1,470 billion euros and six main management platforms.
year
2018
rev ($mm)
$4,686.91
EBITDA ($mm)
$1,142.78
EBIT ($mm)
$1,110.35
Net Income ($mm)
$859.24
Employees
0
  • drill down
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Ticker: RE
 
 
 
 
 
 
 
 
Everest Re Group, Ltd.
Everest is a leading global provider of reinsurance and insurance, operating through subsidiaries in the U.S., Europe, Bermuda, and other territories. Everest offers property, casualty, and specialty products through its various operating affiliates located in key markets around the world.
year
2019
rev ($mm)
$7,743.07
EBITDA ($mm)
EBIT ($mm)
$343.36
Net Income ($mm)
$515.09
Employees
1415
  • drill down
  • watch
Ticker: FRF
 
 
 
 
 
 
 
 
Fortegra Financial Corporation
Fortegra Financial Corporation
Fortegra Financial Corporation is an insurance services company that provides distribution and administration services and insurance-related products to insurance companies, insurance brokers and agents and other financial services companies in the United States.
year
2009
rev ($mm)
$186.11
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$11.56
Employees
447
  • drill down
  • watch
Ticker: ASX:AMP
 
 
 
 
 
 
 
 
AMP Limited
AMP is the leading independent wealth management company in Australia and New Zealand. AMP has the largest financial advice network in Australia and New Zealand with more than 4,400 aligned and employed financial advisers. They manage more than $215 billion in assets for their customers.
year
2015
rev ($mm)
$10,662.16
EBITDA ($mm)
$2,130.31
EBIT ($mm)
$2,081.74
Net Income ($mm)
$737.68
Employees
5400
  • drill down
  • watch
Ticker: SEIC
 
 
 
 
 
 
 
 
SEI Investments
SEI Investments
SEI is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth.
year
2020
rev ($mm)
$1,684.06
EBITDA ($mm)
$481.65
EBIT ($mm)
$446.78
Net Income ($mm)
$447.29
Employees
0
  • drill down
  • watch
Ticker: NYSE:AMK
 
 
 
 
 
 
 
 
AssetMark, Inc.
AssetMark is a leading provider of extensive wealth management and technology solutions that power independent financial advisors and their clients.
year
2021
rev ($mm)
$530.30
EBITDA ($mm)
$65.77
EBIT ($mm)
$56.12
Net Income ($mm)
$25.67
Employees
874
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Steadfast Group Limited
Steadfast is the largest general insurance broker network and the biggest underwriting agency group in Australia and New Zealand. Their network of 300+ brokers, across 700+ offices, and 22 underwriting agencies generate billings of over $6 billion.
year
2020
rev ($mm)
$682.56
EBITDA ($mm)
$198.66
EBIT ($mm)
$173.99
Net Income ($mm)
$69.33
Employees
27
  • drill down
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Ticker: TSE:7148
 
 
 
 
 
 
 
 
Financial Products Group Co., Ltd.
Financial Products Group Co., Ltd.
Financial Products Group (FPG) is a Japanese provider of financial services. FPG provides various financial products to high revenue generating companies and high net worth individuals. FPG offers lease arrangement, real estate investment, M&A, and insurance brokerage services.
year
2019
rev ($mm)
$250.14
EBITDA ($mm)
$137.63
EBIT ($mm)
$136.00
Net Income ($mm)
$96.76
Employees
262
  • drill down
  • watch
Ticker: BRP
 
 
 
 
 
 
 
 
BRP Group, Inc.
BRP Group, Inc.
BRP Group, Inc. is an independent insurance distribution firm delivering tailored insurance and risk management insights and solutions that give their clients the peace of mind to pursue their purpose, passion and dreams.
year
2019
rev ($mm)
$137.84
EBITDA ($mm)
$20.41
EBIT ($mm)
$9.86
Net Income ($mm)
Employees
650
  • drill down
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Ticker: JRJC
 
 
 
 
 
 
 
 
China Finance Online Co.
China Finance Online Co.
China Finance Online Co. Limited specializes in providing online financial and listed company data and information in China. Through its website the company offers subscription-based service packages that integrate financial and listed company data and information from multiple sources.
year
2015
rev ($mm)
$92.55
EBITDA ($mm)
$10.02
EBIT ($mm)
$8.19
Net Income ($mm)
$16.09
Employees
1500
  • drill down
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Ticker: XTRA:TLX
 
 
 
 
 
 
 
 
Talanx
Talanx
Talanx is Germany’s third-largest and one of the major European insurance groups by premium income. The Hannover-based Group is active in more than 150 countries. Talanx operates as a multi-brand provider with a focus on B2B insurance.
year
2019
rev ($mm)
$40,138.68
EBITDA ($mm)
$3,021.62
EBIT ($mm)
$2,698.41
Net Income ($mm)
$1,044.99
Employees
21342
  • drill down
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Ticker: FNF
 
 
 
 
 
 
 
 
Fidelity National Financial
Fidelity National Financial
Fidelity National Financial is organized into two groups, FNF Group and FNFV Group. FNF provides title insurance and technology and transaction services to the real estate and mortgage industries. FNFV holds majority and minority equity investment stakes in a number of entities.
year
2022
rev ($mm)
$15,086.00
EBITDA ($mm)
$3,638.00
EBIT ($mm)
$2,994.00
Net Income ($mm)
Employees
  • drill down
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Ticker: MMC
 
 
 
 
 
 
 
 
Marsh & McLennan Companies, Inc.
Marsh & McLennan Companies, Inc.
Marsh & McLennan Companies is a global professional services firm offering clients advice and solutions in the areas of risk, strategy and people. Marsh & McLennan has 57,000 employees worldwide and annual revenue exceeding $13 billion.
year
2019
rev ($mm)
$15,021.00
EBITDA ($mm)
$3,518.00
EBIT ($mm)
$3,024.00
Net Income ($mm)
$1,676.00
Employees
65000
  • drill down
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Ticker: NYSE:AON
 
 
 
 
 
 
 
 
Aon plc
Aon plc
Aon plc is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Their 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.
year
2022
rev ($mm)
$12,193.00
EBITDA ($mm)
$2,579.00
EBIT ($mm)
$2,253.00
Net Income ($mm)
Employees
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Ticker: MKL
 
 
 
 
 
 
 
 
Markel Corporation
Markel Corporation markets and underwrites specialty insurance products and programs to a variety of niche markets. In each of these markets, the Company seeks to provide quality products and excellent customer service so that it can be a market leader.
year
2015
rev ($mm)
$5,285.28
EBITDA ($mm)
$1,008.31
EBIT ($mm)
$789.75
Net Income ($mm)
$502.48
Employees
8600
  • drill down
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