Like Hentsu

closed 2/24/2021 via BNC Analysis

Portfolio BI, acquired Hentsu

synopsis: Portfolio BI, a leading provider of front-to-back solutions for the buy-side, has acquired Hentsu, a global provider of fully managed AWS and Azure cloud platforms for fund managers. Hentsu enables hedge funds to run their business in a secure cloud environment. They offer enterprise cloud solutions for collaboration, big data, and applications.
buyer parent: Credit Suisse Group AG
buyer: Portfolio BI
Portfolio BI is a leading provider of front-to-back solutions for the buy-side. Portfolio BI empowers buy-side firms to take control of their portfolio and trading data. They provide solutions for order management, portfolio management, data management, and reporting. "
target: Hentsu
Hentsu is a global provider of fully managed AWS and Azure cloud platforms for fund managers. Hentsu enables hedge funds and asset managers to run their business in a secure and compliant cloud environment. They offer enterprise cloud solutions for collaboration, big data, and applications.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/2/2020 via BusinessWire

West Monroe Partners, acquired Two Six Capital

synopsis: West Monroe, a national business and technology consulting firm, announced it has acquired Two Six Capital, a San Francisco-based, technology-enabled firm that pioneered data science for private equity.
buyer: West Monroe Partners
West Monroe is a national business and technology consulting firm that partners with dynamic organizations to reimagine, build, and operate their businesses at peak performance. "
target: Two Six Capital
Founded in 2013, Two Six Capital leverages proprietary technology—powered by artificial intelligence and machine learning—to advise private equity firms with one primary objective: understand and project the drivers of revenue.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/11/2018 via PR Newswire

Thrive Networks, Inc, acquired InfoHedge Technologies LLC

synopsis: Thrive, a leading provider of next generation managed services, proudly announced that it has completed a transaction with InfoHedge Technologies, a leading financial services focused private cloud & managed services provider based in New York City. InfoHedge will become a separate division within Thrive.
buyer parent: M/C Partners
buyer: Thrive Networks, Inc
Thrive is a leading next generation managed services provider. The Thrive technology solutions suite utilizes Cloud, Cyber Security, Networking, Disaster Recovery and other pioneering managed services to help compliance-driven businesses solve complex IT issues. "
target: InfoHedge Technologies LLC
InfoHedge Technologies is a premier infrastructure-as-a-service managed service provider to the financial services community. InfoHedge's flagship product, InfoHedge Hosted Platform, provides a turnkey, enterprise-grade, fully managed private cloud infrastructure on par with those of Tier 1 banks.
price ($mm)
rev ($mm)
$13
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 2/24/2021 via BNC Analysis

Portfolio BI, acquired Hentsu

synopsis: Portfolio BI, a leading provider of front-to-back solutions for the buy-side, has acquired Hentsu, a global provider of fully managed AWS and Azure cloud platforms for fund managers. Hentsu enables hedge funds to run their business in a secure cloud environment. They offer enterprise cloud solutions for collaboration, big data, and applications.
buyer parent: Credit Suisse Group AG
buyer: Portfolio BI
Portfolio BI is a leading provider of front-to-back solutions for the buy-side. Portfolio BI empowers buy-side firms to take control of their portfolio and trading data. They provide solutions for order management, portfolio management, data management, and reporting. "
target: Hentsu
Hentsu is a global provider of fully managed AWS and Azure cloud platforms for fund managers. Hentsu enables hedge funds and asset managers to run their business in a secure and compliant cloud environment. They offer enterprise cloud solutions for collaboration, big data, and applications.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/24/2021 via BNC Analysis

Portfolio BI, acquired Hentsu

synopsis: Portfolio BI, a leading provider of front-to-back solutions for the buy-side, has acquired Hentsu, a global provider of fully managed AWS and Azure cloud platforms for fund managers. Hentsu enables hedge funds to run their business in a secure cloud environment. They offer enterprise cloud solutions for collaboration, big data, and applications.
buyer parent: Credit Suisse Group AG
buyer: Portfolio BI
Portfolio BI is a leading provider of front-to-back solutions for the buy-side. Portfolio BI empowers buy-side firms to take control of their portfolio and trading data. They provide solutions for order management, portfolio management, data management, and reporting. "
target: Hentsu
Hentsu is a global provider of fully managed AWS and Azure cloud platforms for fund managers. Hentsu enables hedge funds and asset managers to run their business in a secure and compliant cloud environment. They offer enterprise cloud solutions for collaboration, big data, and applications.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/21/2020 via BNC Analysis

Credit Suisse Group AG, acquired NorthPoint Technology

synopsis: Credit Suisse Asset Management's fintech growth equity unit has acquired the investment management software and services business NorthPoint Technology from ACA Compliance Group. NorthPoint offers an Investment Management suite which includes an Order Management System (OMS), Portfolio Management, Data Warehouse, and more.
buyer: Credit Suisse Group AG (CS:$21,321.43)
Credit Suisse provides its clients with investment banking, private banking and asset management services worldwide. Credit Suisse offers advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally. "
target parent: Starr Companies
target: NorthPoint Technology
NorthPoint Solutions was founded in 2003. The product suite includes mission-critical financial software and services to leading investment management firms. NorthPoint offers an Investment Management suite which includes an Order Management System (OMS), Portfolio Management, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/21/2020 via BNC Analysis

Credit Suisse Group AG, acquired NorthPoint Technology

synopsis: Credit Suisse Asset Management's fintech growth equity unit has acquired the investment management software and services business NorthPoint Technology from ACA Compliance Group. NorthPoint offers an Investment Management suite which includes an Order Management System (OMS), Portfolio Management, Data Warehouse, and more.
buyer: Credit Suisse Group AG (CS:$21,321.43)
Credit Suisse provides its clients with investment banking, private banking and asset management services worldwide. Credit Suisse offers advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally. "
target parent: Starr Companies
target: NorthPoint Technology
NorthPoint Solutions was founded in 2003. The product suite includes mission-critical financial software and services to leading investment management firms. NorthPoint offers an Investment Management suite which includes an Order Management System (OMS), Portfolio Management, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/29/2019 via BusinessWire

Vista Equity Partners, acquired Black Mountain Systems, LLC

synopsis: Black Mountain Systems, the leading provider of innovative workflow software solutions to credit investors and alternative asset managers, announced that it is being acquired by Vista Equity Partners, a leading investment firm focused on enterprise software, data and technology-enabled businesses.
buyer: Vista Equity Partners
Vista Equity Partners is a U.S.-based investment firm with more than $46 billion in cumulative capital commitments. Vista exclusively invests in software, data, and technology-enabled organizations led by world-class management teams. "
target parent: Stone Point Capital, LLC
target: Black Mountain Systems, LLC
Black Mountain is a software company that offers highly configurable solutions including portfolio management, trade order management, compliance, research management, investment accounting, customer relationship management, investor reporting, enterprise data management and data warehousing.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/24/2019 via PR Newswire

Black Mountain Systems, LLC, acquired Mariana Systems

synopsis: Black Mountain Systems, a software company that develops innovative data and process management solutions, has acquired financial software firm, Mariana Systems. Mariana offers a cloud-based credit investment solution that allows asset managers and credit professionals to integrate and support all aspects of the credit portfolio process.
buyer parent: Stone Point Capital, LLC
buyer: Black Mountain Systems, LLC
Black Mountain is a software company that offers highly configurable solutions including portfolio management, trade order management, compliance, research management, private debt, investment accounting, performance attribution, enterprise data management and data warehouse reporting. "
target: Mariana Systems
Mariana Systems is a developer and provider of cloud-based credit and portfolio management technology solutions for the asset management industry. They pride themselves on their deep bench of technical skills and experience with credit investment solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/6/2017 via PR Newswire

Solovis, LLC, acquired Madrone Software & Analytics, Inc.

synopsis: Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners and asset allocators, announced the acquisition of Madrone Software & Analytics, Inc. a provider of portfolio, risk analytics and market intelligence for the asset management industry.
buyer: Solovis, LLC
Solovis is a multi-asset class portfolio management and reporting solution for foundations, endowments, pensions, OCIOs, and family offices. Solovis is a flexible, robust technology platform that enables detailed analysis and dynamic data modeling across multiple portfolios. "
target: Madrone Software & Analytics, Inc.
Madrone Software & Analytics, Inc. is a provider of portfolio, risk analytics and market intelligence for the asset management industry. Madrone empowers investors with accurate data, superior transparency, and predictive analytics to help them construct optimal portfolios.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/18/2021 via PR Newswire

Clearlake Capital Group, L.P., will acquire Confluence

synopsis: Clearlake Capital Group, L.P. will acquire Confluence Technologies, Inc., a global software and data solutions provider helping the investment management industry solve complex data challenges, from TA Associates. Upon closing of the transaction, Clearlake will become the majority shareholder while TA will retain a minority equity stake.
buyer: Clearlake Capital Group, L.P.
Clearlake Capital Group, L.P. is a leading private investment firm. With a sector-focused approach, the firm seeks to partner with world-class management teams by providing patient, long-term capital to dynamic businesses that can benefit from Clearlake’s operational improvement approach. "
target parent: TA Associates
target: Confluence
Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges. Confluence invests in the latest technology and data and in its team of industry experts to meet the evolving needs of asset managers and service providers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/17/2021 via BNC Analysis

BTG Pactual, acquired Kinvo

synopsis: BTG Pactual, a global investment bank, asset manager and wealth manager, has acquired Kinvo, a Brazilian provider of investment management software. Kinvo offers a mobile solution that enables investors to control their investments and improve their performance. Their software features solutions for portfolio management, product analysis, and more.
buyer: BTG Pactual (BOVESPA:BPAC3:$1,263.03)
BTG Pactual is a global investment bank, asset manager, and wealth manager with a dominant franchise in Latin America. BTG Pactual provides a range of financial services to a global client base that includes corporations, institutional investors, governments and high net worth individuals. "
target: Kinvo
Kinvo is a Brazilian provider of investment management software. Kinvo offers a mobile solution that enables investors to control their investments and improve their performance. Their software features solutions for portfolio management, product analysis, asset sensitivity, and more.
price ($mm)
$13
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/22/2020 via Company Press Release

Alter Domus, acquired Credit Vision Limited

synopsis: Luxembourg provider of integrated solutions for the alternative investment industry, Alter Domus has acquired Credit-Vision Limited, a London-based fintech. Credit-Vision is a data and analytics platform for corporate credit investors that streamlines and modernizes portfolio management.
buyer parent: Permira
buyer: Alter Domus
Luxembourg-based Alter Domus is a leading provider of integrated solutions for the alternative investment industry. Alter Domus offers fund administration, corporate services, depositary services, transfer pricing, domiciliation, and management company services. "
target: Credit Vision Limited
Based in the UK, Credit-Vision is award-winning web-based middle and front office technology platform that provides portfolio management and financial analysis to private debt investors and debt capital markets participants including banks, CLO, and other managers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/9/2020 via GlobeNewswire

Nasdaq, Inc., acquired Solovis, LLC

synopsis: Nasdaq, a leading global provider of trading, clearing, exchange technology, listing, information and public company services, has acquired Solovis, a privately-held financial technology company offering multi-asset class portfolio management, analytics and reporting tools across public and private markets.
buyer: Nasdaq, Inc. (NasdaqGS:NDAQ:$5,926.00)
Nasdaq is a leading global provider of trading, clearing, exchange technology, listing, information and public company services. Through its diverse portfolio of solutions, Nasdaq enables customers to plan, optimize and execute their business vision with confidence. "
target: Solovis, LLC
Solovis is a multi-asset class, multi-currency portfolio management and reporting solution for endowments, foundations, pensions, OCIOs and family offices. Solovis offers a flexible, robust platform created to generate detailed analysis and dynamic data modeling.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/17/2019 via PR Newswire

Croesus Finasoft, Inc., will acquire softTarget

synopsis: Croesus, Canada's leading portfolio management solutions provider has announced that it has entered into an agreement to acquire softTarget, Montreal-based firm specializing in end-to-end portfolio rebalancing through its iBalance software.
buyer: Croesus Finasoft, Inc.
Headquartered in Canada, Croesus is a FinTech offering cutting-edge, easy to use, and highly secure wealth management solutions. They draw on expertise and know-how to provide products and services tailored to the needs of the financial services industry. "
target: softTarget
Headquartered in Canada, softTarget has evolved with artificial intelligence to become an intuitive, leading edge, virtual assistant. Their software iBalance continues to evolve as they incorporate new industry practices and investment management methodologies, as well as the feedback from clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 4/10/2019 via Company Press Release

Deutsche Börse Group, will acquire Axioma, Inc.

synopsis: Deutsche Börse AG, one of the world’s leading exchange organizations, will acquire Axioma, Inc., a leading provider of multi-asset class portfolio and risk management software solutions. Axioma delivers proprietary solutions and data services offerings to over 400 leading asset managers, asset owners, sell-side participants and hedge funds.
buyer: Deutsche Börse Group (XTRA:DB1:$4,444.63)
Deutsche Börse Group is one of the largest exchange organisations worldwide. It organises markets characterised by integrity, transparency and safety for investors who invest capital and for companies that raise capital. "
target: Axioma, Inc.
Axioma is the leading provider of innovative risk-management and portfolio-construction solutions to financial institutions worldwide. With an emphasis on innovation, service and open-platform technology, Axioma gives its clients more choice, greater flexibility and increased performance.
price ($mm)
$850
rev ($mm)
$100
EBITDA ($mm)
EV / rev
8.5x
EV / EBITDA
announced 4/20/2018 via BNC Analysis

Ion Group, will acquire Fidessa group plc

synopsis: Ion Investment Group has agreed to buy UK rival Fidessa, with the British Fidessa trading technology group accepting a higher offer and switching its recommendation from a bid by Switzerland’s Temenos. Fidessa provides software and services for investment management systems, analytics and market data, serving both the buy-side and sell-side.
buyer: Ion Group
Based in Ireland, ION provides mission-critical trading and workflow automation software solutions to financial institutions, central banks, governments and corporations. They design solutions that improve decision-making, simplify complex processes, and empower people. "
target: Fidessa group plc (LSE:FDSA:$493.58)
Fidessa, which listed on the London Stock Exchange in 1997, provides software and services for investment management systems, analytics and market data, serving both the buy-side and sell-side. Its products include an order management system for equity markets.
price ($mm)[EV]
$2,152 [$2,020]
rev ($mm)
$505
EBITDA ($mm)
$94
EV / rev
4.0x
EV / EBITDA
21.4x
cancelled 4/20/2018 via BNC Analysis

Temenos Group AG, cancelled an acquisition of Fidessa group plc

synopsis: Ion Investment Group has agreed to buy UK rival Fidessa, with the British trading technology group accepting a higher offer and switching its recommendation from a bid by Switzerland’s Temenos. Fidessa provides software and services for investment management systems.
buyer: Temenos Group AG (SWX:TEMN:$901.75)
Temenos Group AG, headquartered in Geneva, is a market leading software provider, partnering with banks and other financial institutions to transform their businesses and stay ahead of a changing marketplace. Over 2,000 firms across the globe rely on Temenos to process the daily transactions. "
target: Fidessa group plc (LSE:FDSA:$493.58)
Fidessa, which listed on the London Stock Exchange in 1997, provides software and services for investment management systems, analytics and market data, serving both the buy-side and sell-side. Its products include an order management system for equity markets.
price ($mm)[EV]
$1,993 [$1,863]
rev ($mm)
$497
EBITDA ($mm)
$92
EV / rev
3.8x
EV / EBITDA
20.2x
closed 1/2/2018 via BusinessWire

Envestnet, Inc., acquired FolioDynamix

synopsis: Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, announced that it has acquired FolioDynamix, a provider of integrated wealth management technology solutions. FolioDynamix provides an end-to-end technology solution paired with a suite of advisory tools.
buyer: Envestnet, Inc. (ENV:$998.23)
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises to fully understand their clients. "
target parent: Actua Corporation
target: FolioDynamix
FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services.
price ($mm)
$195
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/12/2016 via

StatPro Group PLC, acquired Infovest

synopsis: StatPro Group, the London AIM listed provider of cloud-based portfolio analysis and asset pricing services for the global asset management industry, is acquiring a 51% shareholding in Infovest, a South African headquartered software provider, specialising in data warehouse, ETL and reporting software for the asset management industry.
buyer: StatPro Group PLC (AIM:SOG:$69.47)
StatPro is a global provider of award winning portfolio analytics solutions for the investment community. The Group's cloud-based platform provides vital analysis of portfolio performance, attribution, risk and compliance. "
target: Infovest
Infovest is one of South Africa's leading Investment Data Management software providers based in Cape Town. Their focus is to provide a sound and practical data management system to cater for the investment industry, and they also develop, market and support data warehouse and ETL tools.
price ($mm)
rev ($mm)
$2
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 12/2/2015 via PR Web

PowerAdvisor, acquired PowerAdvisor

synopsis: Total Rebalance Expert, the largest, independently owned rebalancing software company in the RIA industry, announced the sale of the Total Portfolio Expert portfolio management system to Andrew Kehoe, a long-standing, key employee. Kehoe will acquire TPX, become its Chief Executive Officer and will re-brand TPX to its former name, PowerAdvisor.
buyer: PowerAdvisor
PowerAdvisor is a robust, cloud-based portfolio management and investment accounting platform. Aggregating data from multiple sources, PowerAdvisor provides advisors and their clients with a complete picture of their investments. "
target parent: Morningstar, Inc.
target: PowerAdvisor
PowerAdvisor is a robust, cloud-based portfolio management and investment accounting platform. Aggregating data from multiple sources, PowerAdvisor provides advisors and their clients with a complete picture of their investments.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/23/2015 via PR Newswire

Ipreo Holdings LLC, acquired iLevel Solutions

synopsis: Ipreo, a global leader of data, market intelligence and productivity solutions to capital markets and corporate professionals, announced the acquisition of iLEVEL. The company is a leading portfolio monitoring, analytics and transparency platform for global private capital markets.
buyer parent: Blackstone Group LP
buyer: Ipreo Holdings LLC
Ipreo is a leading global provider of financial services technology, data and analytical services, supporting all participants in the capital-raising process, including sell-side professionals, finance officers at private and public companies, institutional investors, and asset managers. "
target: iLevel Solutions
Whether it is for portfolio assessment, valuations, investor reporting, on-demand insight into the operating metrics of a specific asset, or cash transaction monitoring, iLEVEL is the platform of choice for the private capital industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/7/2013 via PR Web

Total Rebalance Expert, acquired PowerAdvisor

synopsis: Total Rebalance Expert (TRX) announced the acquisition of PowerAdvisor’s portfolio management software suite from Cornerstone Revolutions. The combination of TRX’s industry leading portfolio rebalancing platform with PowerAdvisor’s portfolio management system will create a complete and integrated portfolio management solution.
buyer: Total Rebalance Expert
Total Rebalance Expert (TRX)® is a rebalancing software solution for RIAs who use Schwab PortfolioCenter® and who adhere to Modern Portfolio Theory. The program is designed to bring portfolio management to a new level through a simple yet powerful investment allocation analysis software. "
target: PowerAdvisor
PowerAdvisor is a portfolio management system owned by software development firm, Cornerstone Revolutions, which a specializes in applications for financial professionals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/1/2011 via PR Newswire

Misys plc, acquired Sophis

synopsis: Misys plc, the global application software and services company, has announced the completion of its acquisition of Sophis. Sophis provides cross-asset and fully integrated portfolio and risk management solutions for the buy-side and the sell-side community.
buyer: Misys plc
Misys provides innovative, integrated solutions for the financial services industry. Misys employs over 3,500 people worldwide who serve over 1,200 banking customers in over 120 countries, including every one of the world's top 50 banks. "
target parent: Advent International Corporation
target: Sophis
Sophis provides cross-asset and fully integrated portfolio and risk management solutions for the buy-side and the sell-side community. The company’s philosophy is to design flexible, open, and scalable solutions that are used today by more than 70 leading financial institutions worldwide.
price ($mm)
$375
rev ($mm)
$106
EBITDA ($mm)
EV / rev
3.5x
EV / EBITDA
closed 12/2/2009 via BusinessWire

Interactive Data Corporation, purchased Online Financial Solutions Business from Dow Jones & Company, Inc.

synopsis: Interactive Data Corporation, a leading provider of financial market data, analytics and related solutions, announced the closing of its acquisition of the data and tools assets of Dow Jones & Company, Inc.’s Online Financial Solutions business.
buyer parent: Pearson plc
buyer: Interactive Data Corporation
Interactive Data Corporation is a leading global provider of financial market data, analytics and related solutions to financial institutions, active traders and individual investors. "
seller parent: News Corporation
seller: Dow Jones & Company, Inc. (:$1,769.69)
Dow Jones & Company is a leading provider of global business news and information services. Its Consumer Media Group publishes The Wall Street Journal, Barron's, MarketWatch and the Far Eastern Economic Review.
price ($mm)
$14
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/26/2009 via BusinessWire

Calypso Technology Inc, acquired Codefarm

synopsis: Calypso Technology Inc, a leading global provider of an integrated trading application suite to the capital markets industry, announced that it has acquired Codefarm’s portfolio construction and management platform known as Galapagos. The terms of the purchase transaction were not disclosed.
buyer: Calypso Technology Inc
Calypso is a global application software provider that delivers an integrated suite of trading applications to the capital markets industry. Over 90 top tier customers, including seven of the top ten global banks, use the Calypso Trading and Risk Management Platform. "
target: Codefarm
Codefarm Software Limited provides asset selection and portfolio construction solutions for the investment banks and hedge fund managers. It offers Galapagos Manager and Galapagos Structurer.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

Like Hentsu


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Hentsu

Two Six Capital

InfoHedge Technologies LLC

read more

Hentsu

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Hentsu

NorthPoint Technology

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NorthPoint Technology

Black Mountain Systems, LLC

Mariana Systems

Madrone Software & Analytics, Inc.

Confluence

Kinvo

Credit Vision Limited

Solovis, LLC

softTarget

Axioma, Inc.

Fidessa group plc

Fidessa group plc

FolioDynamix

Infovest

PowerAdvisor

iLevel Solutions

PowerAdvisor

Sophis

Dow Jones & Company, Inc.

Codefarm

Geography
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Morningstar, Inc.
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Shanghai Great Wisdom Co., Ltd.
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Ticker: LSE:GHT
 
 
 
 
 
 
 
 
Gresham Computing
Gresham Computing
Gresham Computing plc is a leading software and services company that specialises in providing real-time transaction control and enterprise data integrity solutions. Gresham’s Clareti software platform is designed to provide financial institutions with complete certainty in their data processing.
year
2020
rev ($mm)
$32.28
EBITDA ($mm)
$1.73
EBIT ($mm)
$0.98
Net Income ($mm)
Employees
141
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Ticker: ASX:IRE
 
 
 
 
 
 
 
 
IRESS Market Technology Limited
IRESS Market Technology Limited
IRESS Limited is an Australian software company specialising in the development of software systems and services for financial markets and wealth management.
year
2019
rev ($mm)
$292.95
EBITDA ($mm)
$66.10
EBIT ($mm)
$56.39
Net Income ($mm)
$37.49
Employees
2011
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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: 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
2020
rev ($mm)
$4,669.30
EBITDA ($mm)
$1,685.20
EBIT ($mm)
$947.10
Net Income ($mm)
$456.90
Employees
22800
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Ticker: BLK
 
 
 
 
 
 
 
 
BlackRock, Inc.
BlackRock, Inc.
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. They help clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares®, and more.
year
2019
rev ($mm)
$13,880.00
EBITDA ($mm)
$5,602.00
EBIT ($mm)
$5,300.00
Net Income ($mm)
$4,199.00
Employees
0
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Ticker: MKTX
 
 
 
 
 
 
 
 
MarketAxess Holdings, Inc.
MarketAxess Holdings, Inc.
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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