Like Satuit Technologies

closed 4/26/2021 via PR Newswire

Tier1 Financial Solutions, acquired Satuit Technologies

synopsis: Tier1 Financial Solutions, a leading provider of client relationship management (CRM) solutions, has acquired Satuit Technologies, Inc., a global provider of CRM software for the asset management market. Satuit offers CRM, reporting, and portal solutions for asset managers, hedge funds, family offices, private equity firms, and wealth managers.
buyer: Tier1 Financial Solutions
Tier1 Financial Solutions is a leader in client relationship management software for capital markets and investment banking. Tier1 empowers its clients to create sales opportunities and maximize client interactions while increasing productivity and reducing relationship risk. "
target: Satuit Technologies
Satuit Technologies is a global provider of client relationship management (CRM) and reporting software for the asset management market. Satuit offers CRM, reporting, and portal solutions for asset managers, hedge funds, family offices, private equity firms, and wealth managers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/28/2021 via PR Newswire

Backstop Solutions Group, acquired ProTrak International, Inc.

synopsis: Backstop Solutions Group, the industry's leading cloud-based productivity suite for institutional and alternative investors, has acquired ProTrak International, a leading provider of a client relationship management (CRM) solution tailored specifically to the needs of asset managers.
buyer: Backstop Solutions Group
Backstop develops technology to simplify and streamline time-consuming tasks and processes. Backstop provides its cloud-based productivity suite to investment consultants, pensions, funds of funds, family offices, endowments, foundations, private equity, hedge funds and real estate investment firms."
target: ProTrak International, Inc.
ProTrak International is a leading provider of a client relationship management (CRM) solution tailored specifically to the needs of asset managers. ProTrak's solution is configured in a friendly user-defined format, tailored to the needs of the user, and focused on reducing implementation costs.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/11/2018 via PR Newswire

Investcloud Inc., acquired rplan ltd

synopsis: InvestCloud Inc., a global FinTech firm, has announced a strategic acquisition of London-based rplan Limited. rplan is the UK's leading provider of client engagement technology to support bespoke investment propositions for web and mobile.
buyer: Investcloud Inc.
InvestCloud is a Digital Platform to enable the development of first-class, financial digital solutions, pre-integrated into the cloud. InvestCloud creates powerful products for individual investors and institutions alike, assembled on-demand to meet clients' specific needs. "
target: rplan ltd
rplan offers a specialist multi-channel, retail Client Platform System (CPS) including Direct-To-Consumer (D2C) for fund managers. rplan specializes in client engagement technology for digital propositions, supported 24x7 in a secure and resilient hosted environment.
price ($mm)
$20
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/19/2021 via BNC Analysis

Hey Dan, acquired Fugent, Inc.

synopsis: Civicom has acquired Fugent, an insight and engagement management platform, to complement one of its existing divisions, premium voice-to-CRM service Hey DAN. Together, Fugent and Hey DAN represent a comprehensive set of sales enablement tools that address administrative pain points of financial service professionals across a wide variety of roles.
buyer parent: Civicom, Inc.
buyer: Hey Dan
Hey DAN was the first voice-to-CRM (Customer Relationship Management) solution that combines technology and intelligence, ensuring meeting note entry is fast, accurate, and complete. Hey DAN clientele includes major financial institutions, multinational corporations, and small to medium businesses. "
target: Fugent, Inc.
Fugent drives more meetings and better conversations for asset managers and their distribution teams. Fugent's turnkey platform simplifies the meeting experience and gives financial professionals the actionable intelligence needed to create personalized experiences for their clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/15/2020 via Company Press Release

SalesPage Technologies, LLC, acquired SalesStation

synopsis: SalesPage Technologies, LLC, a provider of software solutions that help asset managers, has acquired Celera’s SalesStation division. As a turnkey solution for outsourced data management and sales reporting, SalesStation delivers the intelligence that boutique to medium-size asset managers need to make effective business decisions.
buyer: SalesPage Technologies, LLC
SalesPage Technologies helps asset managers use data to connect investment products to clients who will benefit from them most. SalesPage solutions function within each client’s data architecture, providing data management, sales operations, and reporting. "
target parent: Celera Sytems LLC
target: SalesStation
SalesStation has partnered with asset management firms for nearly 20 years. As a turnkey solution for outsourced data management and sales reporting, SalesStation delivers the intelligence that boutique to medium-size asset managers need to make effective business decisions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/24/2020 via BusinessWire

iPipeline, Inc., acquired Impact Financial Systems

synopsis: iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, has acquired IFS (Impact Financial Systems), a leading provider of service request automation solutions for client onboarding, asset movement, maintenance, and advisor transitions.
buyer parent: Roper Technologies, Inc.
buyer: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industries. Through its SSG Digital, end-to-end platform, iPipeline accelerates and simplifies sales, compliance, operations, and support. "
target: Impact Financial Systems
IFS is the leading provider of automation solutions for Client Onboarding, Asset Movement, Maintenance, and Advisor Transitions. The company's service request automation solutions are deployed at some of the world's largest brokerage, wealth, banking, and insurance companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/13/2019 via PR Newswire

SS&C Advent, will acquire Investrack

synopsis: SS&C Technologies announced it has entered into a definitive agreement wherein SS&C Advent will acquire the Investrack business from UAE-based Globacom Technologies. Investrack is a suite of applications aimed at banks and financial institutions to build their customer engagement strategy.
buyer parent: SS&C Technologies, Inc.
buyer: SS&C Advent (ADVS:$403.28)
SS&C Advent is the leading provider of technology solutions and services for the investment management industry worldwide, including independent advisors, wealth and institutional asset managers, family offices, hedge funds, funds of funds, fund administrators, and private equity firms. "
target parent: Globacom Technologies
target: Investrack
Helpful predominantly in the investment and portfolio management function, Investrack presents an integrated and seamless solutions suite and prowess to empower banks and financial institutions to build their own customer engagement strategy.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/21/2018 via BusinessWire

IHS Markit Ltd., acquired Ipreo Holdings LLC

synopsis: Ipreo, a leading financial services solutions and data provider, was acquired by IHS Markit, a world leader in critical information, analytics and solutions. IHS Markit is acquiring the business from private equity funds managed by Blackstone and by the Goldman Sachs Merchant Banking Division.
buyer: IHS Markit Ltd. (INFO:$4,287.80)
IHS Markit is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government. "
target parent: Blackstone Group LP
target: Ipreo Holdings LLC
Ipreo is a leading global provider of financial services technology, data and analytical services, supporting all participants in the capital-raising process, including sell-side professionals, finance officers at private and public companies, institutional investors, and asset managers.
price ($mm)
$1,855
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/6/2014 via PE Hub

Blackstone Group LP, Goldman Sachs Merchant Banking, acquired Ipreo Holdings LLC

synopsis: Ipreo Holdings LLC, a leading global provider of market intelligence and workflow solutions to capital markets and corporate professionals, announced the completion of its acquisition by private equity funds managed by Blackstone and by the Goldman Sachs Merchant Banking Division.
buyer: Blackstone Group LP (BX:$14,638.28)
buyer: Goldman Sachs Merchant Banking
Blackstone is one of the world's leading investment and advisory firms. The Merchant Banking Division of Goldman Sachs is one of the leading private equity investors in the world, having invested and committed approximately $45 billion of equity capital in over 650 companies. "
target parent: Kohlberg Kravis Roberts & Co.
target: Ipreo Holdings LLC
Ipreo is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions.
price ($mm)
$962*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/8/2011 via BusinessWire

Kohlberg Kravis Roberts & Co., acquired Ipreo Holdings LLC

synopsis: Kohlberg Kravis Roberts & Co L.P. (together with its affiliates, “KKR”) announced that KKR has completed the acquisition of Ipreo Holdings LLC. Ipreo is a leading provider of market intelligence, deal execution platforms, and investor communication tools to investment banks and corporations around the world.
buyer: Kohlberg Kravis Roberts & Co. (KKR:$20,635.61)
Founded in 1976 and led by Henry Kravis and George Roberts, KKR is a leading global investment firm with $61.9 billion in assets under management as of June 30, 2011. With offices around the world, KKR manages assets through a variety of investment funds and accounts covering multiple asset classes."
target parent: Veronis Suhler Stevenson
target: Ipreo Holdings LLC
Ipreo is a premier global provider of high quality data, market intelligence, and productivity solutions to investment banking and corporate clients. It is the only global provider of new issuance software solutions across the equity, fixed income, and municipal markets.
price ($mm)
$425
rev ($mm)
$130
EBITDA ($mm)
$35
EV / rev
3.3x
EV / EBITDA
12.1x
closed 2/19/2019 via GlobeNewswire

ESC Corporate Services Ltd., acquired Securefact

synopsis: ISC announced that its Services segment, through its subsidiary ESC Corporate Services, acquired substantially all of the assets used in the business of Securefact Transaction Services from Securefact. Securefact Transaction develops and markets customer identification, regulatory compliance, secured lending, and digital onboarding software.
buyer parent: Information Services Corporation
buyer: ESC Corporate Services Ltd.
ESC takes a leadership position in providing corporate legal services and public records search/registration services to over 8,000 banks, law firms, fin-techs, auto/equipment leasing captives and insurance/accountant institutions across Canada. "
target: Securefact
The acquisition includes the assets of Securefact Transaction Services, Inc. Securefact Transaction develops and markets customer identification, regulatory compliance, secured lending, and digital onboarding software.
price ($mm)
$5.12
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/16/2020 via PR Newswire

Lincoln Investment, acquired Hanlon Advisory Software

synopsis: Lincoln Investment Capital Holdings, LLC announced the acquisition of Hanlon Advisory Software, a division of Hanlon Investment Management. Hanlon Advisory Software offers the wealth management industry’s broadest range of features for analysis, compliance, asset allocation, reporting and presentation.
buyer: Lincoln Investment
Lincoln Investment Planning, LLC is a leading full-service independent broker-dealer and registered investment adviser providing investment, wealth and retirement planning services nationwide. The company currently has 400 employees and over 1,000 financial advisors in 39 states. "
target parent: Hanlon Investment Management
target: Hanlon Advisory Software
Hanlon Advisory Software offers the wealth management industry’s broadest range of features for analysis, compliance, asset allocation, reporting and presentation. Hanlon’s portfolio management capabilities can help manage mutual funds, equities, fixed income and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/1/2020 via BusinessWire

NetRoadshow, Inc., acquired DealSite Inc.

synopsis: NetRoadshow has acquired DealSite Inc., a technology company focused on the Capital Markets and M&A space, offering the first and leading digital working group list application. The acquisition aligns with NetRoadshow’s 23-year focus on providing secure and compliant productivity tools to the global investment banking community.
buyer: NetRoadshow, Inc.
NetRoadshow was the first company to receive permission from the SEC to host an electronic roadshow via the internet. The company's online roadshow offers operator-assisted conference call service, live video conferencing services, data room products, and secure document distribution systems. "
target: DealSite Inc.
DealSite is a technology company focused on the Capital Markets and M&A space, offering the first and leading digital working group list application. The company's enterprise web and mobile app is used by investment banks to help bankers serve their clients and do their jobs more effectively.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/13/2020 via BNC Analysis

TradeFloor Pty Ltd, acquired CCUBE

synopsis: Software developer TradeFloor has acquired CCUBE, which provides software for financial planners and went into voluntary administration in early April after COVID-19 dried up a fundraising deal. CCUBE is designed to support financial advisers drive efficiency and productivity in an increasingly client centric world.
buyer: TradeFloor Pty Ltd
TradeFloor is a must-have application for anyone who trades (or is thinking about trading) Exchange-Traded Options in Australia. They are striving to make options accessible to everyone, regardless of trading knowledge, and provide valuable insights into the risk and reward of trading strategies. "
target: CCUBE
CCUBE is a next generation financial planning and wealth management solution designed to support financial advisers drive efficiency and productivity in an increasingly client centric world.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/6/2020 via BusinessWire

Franklin Templeton Investments, acquired AdvisorEngine

synopsis: Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton, has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United States that manage over $600 billion in assets.
buyer: Franklin Templeton Investments (BEN:$5,680.20)
Franklin Resources is a global investment management organization operating, together with its subsidiaries, as Franklin Templeton. Through specialized teams, the company has expertise across all asset classes, including equity, fixed income, alternatives, and custom multi-asset solutions. "
target: AdvisorEngine
AdvisorEngine a digital wealth platform and provider of technology and consulting services to wealth management firms in the United States. Its financial experience platform serves as a unified operating system across advisor experience, business operations experience, and client experience.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/21/2019 via PR Newswire

Equisoft, acquired Grendel

synopsis: Canada-based Equisoft has acquired Grendel, a company offering a customer relationship management system (CRM) purpose-built for the wealth management industry. Their flagship application suite Grendel is an advanced web-based and mobile practice management solution built for financial advisors, broker-dealers, RIAs, and their clients.
buyer: Equisoft
Based in Canada, Equisoft is a global provider of advanced digital solutions in life insurance and wealth management. Equisoft offers innovative front-end applications, extensive back office services and a unique data migration expertise. "
target: Grendel
Grendel is an online solution built specifically for financial professionals. The customer relationship management (CRM) component is the core of the larger wealth management platform that now includes compliance tools, trading, account aggregation, client portal, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/13/2018 via PR Newswire

Simplicity Group Holdings, acquired AssetLock

synopsis: Simplicity Group Holdings announced that it has acquired investment and retirement account communication technology, AssetLock. AssetLock is an award-winning investment and retirement account monitoring software that streamlines communication between the account holder and financial advisor.
buyer: Simplicity Group Holdings
Headquartered in Hartford, Connecticut, Simplicity Group Holdings is one of the nation’s largest and fastest growing financial marketing organizations with over 20,000 financial professionals, 100 partner agencies, and 30 broker-dealer partners located throughout the United States. "
target: AssetLock
AssetLock is an award-winning investment and retirement account monitoring software that streamlines communication between the account holder and financial advisor.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/14/2018 via GlobeNewswire

Intapp, Inc., acquired DealCloud

synopsis: Intapp, a leading provider of industry solutions for the $2 trillion global professional services industry, announced the acquisition of DealCloud, which specializes in CRM and deal management for investment banking and private equity firms.
buyer parent: Great Hill Partners LLC
buyer: Intapp, Inc.
Intapp provides software and services that enable professional services and capital markets firms to thrive in an increasingly competitive marketplace, enhancing their ability to win more business, operate efficiently, manage risk and drive project and client success. "
target: DealCloud
DealCloud is a pioneer in M&A software and a global leader in providing deal management, workflow and technology solutions to capital markets firms, including private equity and growth capital firms, sell-side banks, publicly traded companies and debt capital investors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/11/2018 via BNC Analysis

Equisoft, acquired Kronos Technologies

synopsis: Equisoft, a provider of digital business solutions for the insurance and wealth industries, has acquired Kronos Technologies, a company that develops web and mobile applications for the investment and insurance sectors.
buyer: Equisoft
Equisoft provides advanced digital business solutions that optimize processes, increase revenue and enable growth for the life insurance and wealth management industries. All Equisoft software systems are developed for optimal scalability and configurability to empower clients. "
target: Kronos Technologies
Kronos Technologies is a company that develops web and mobile applications for the investment and insurance sectors. Kronos Technologies is particularly known for its customer relationship management (CRM) application, Kronos Finance, and financial needs analysis (FNA) tool, Kronos FNA.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/30/2016 via BNC Analysis

FactSet Research Systems Inc., acquired Vermilion Software Ltd.

synopsis: FactSet Research Systems Inc., a provider of integrated financial information, has bought Vermilion Software Limited. Vermilion is a global provider of client reporting and communications software and services for the financial asset management industry.
buyer: FactSet Research Systems Inc. (FDS:$1,563.14)
FactSet is a leading provider of financial data and analytic applications for investment management and investment banking professionals around the globe. FactSet offers instant access to financial data and analytics to thousands of analysts, portfolio managers, and investment bankers. "
target: Vermilion Software Ltd.
Vermilion Software is a leading international provider of client reporting software and services to investment managers in the global institutional asset management, retail and mutual fund, banking, pension, hedge fund, wealth management and insurance industries.
price ($mm)
$67
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/26/2021 via PR Newswire

Tier1 Financial Solutions, acquired Satuit Technologies

synopsis: Tier1 Financial Solutions, a leading provider of client relationship management (CRM) solutions, has acquired Satuit Technologies, Inc., a global provider of CRM software for the asset management market. Satuit offers CRM, reporting, and portal solutions for asset managers, hedge funds, family offices, private equity firms, and wealth managers.
buyer: Tier1 Financial Solutions
Tier1 Financial Solutions is a leader in client relationship management software for capital markets and investment banking. Tier1 empowers its clients to create sales opportunities and maximize client interactions while increasing productivity and reducing relationship risk. "
target: Satuit Technologies
Satuit Technologies is a global provider of client relationship management (CRM) and reporting software for the asset management market. Satuit offers CRM, reporting, and portal solutions for asset managers, hedge funds, family offices, private equity firms, and wealth managers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/26/2021 via PR Newswire

Tier1 Financial Solutions, acquired Satuit Technologies

synopsis: Tier1 Financial Solutions, a leading provider of client relationship management (CRM) solutions, has acquired Satuit Technologies, Inc., a global provider of CRM software for the asset management market. Satuit offers CRM, reporting, and portal solutions for asset managers, hedge funds, family offices, private equity firms, and wealth managers.
buyer: Tier1 Financial Solutions
Tier1 Financial Solutions is a leader in client relationship management software for capital markets and investment banking. Tier1 empowers its clients to create sales opportunities and maximize client interactions while increasing productivity and reducing relationship risk. "
target: Satuit Technologies
Satuit Technologies is a global provider of client relationship management (CRM) and reporting software for the asset management market. Satuit offers CRM, reporting, and portal solutions for asset managers, hedge funds, family offices, private equity firms, and wealth managers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/20/2021 via Company Press Release

Tier1 Financial Solutions, acquired Alessa

synopsis: Tier1 Financial Solutions, a leading provider of client relationship management (“CRM”) solutions, has acquired Alessa, a compliance and financial crime prevention solution. Alessa is an AML (Anti Money Laundering) compliance, controls monitoring and fraud prevention solution for banking, insurance, fintech, gaming, manufacturing, retail and more.
buyer: Tier1 Financial Solutions
Tier1 Financial Solutions is a leader in client relationship management software for capital markets and investment banking. Tier1 empowers its clients to create sales opportunities and maximize client interactions while increasing productivity and reducing relationship risk. "
target parent: CaseWare
target: Alessa
Alessa is an AML (Anti Money Laundering) compliance, controls monitoring and fraud prevention solution for banking, insurance, fintech, gaming, manufacturing, retail and more. Alessa allows organizations to quickly detect suspicious transactions, identify high-risk customers and vendors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/26/2021 via PR Newswire

Tier1 Financial Solutions, acquired Satuit Technologies

synopsis: Tier1 Financial Solutions, a leading provider of client relationship management (CRM) solutions, has acquired Satuit Technologies, Inc., a global provider of CRM software for the asset management market. Satuit offers CRM, reporting, and portal solutions for asset managers, hedge funds, family offices, private equity firms, and wealth managers.
buyer: Tier1 Financial Solutions
Tier1 Financial Solutions is a leader in client relationship management software for capital markets and investment banking. Tier1 empowers its clients to create sales opportunities and maximize client interactions while increasing productivity and reducing relationship risk. "
target: Satuit Technologies
Satuit Technologies is a global provider of client relationship management (CRM) and reporting software for the asset management market. Satuit offers CRM, reporting, and portal solutions for asset managers, hedge funds, family offices, private equity firms, and wealth managers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/24/2020 via BusinessWire

iPipeline, Inc., acquired Impact Financial Systems

synopsis: iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, has acquired IFS (Impact Financial Systems), a leading provider of service request automation solutions for client onboarding, asset movement, maintenance, and advisor transitions.
buyer parent: Roper Technologies, Inc.
buyer: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industries. Through its SSG Digital, end-to-end platform, iPipeline accelerates and simplifies sales, compliance, operations, and support. "
target: Impact Financial Systems
IFS is the leading provider of automation solutions for Client Onboarding, Asset Movement, Maintenance, and Advisor Transitions. The company's service request automation solutions are deployed at some of the world's largest brokerage, wealth, banking, and insurance companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/1/2020 via BusinessWire

NetRoadshow, Inc., acquired DealSite Inc.

synopsis: NetRoadshow has acquired DealSite Inc., a technology company focused on the Capital Markets and M&A space, offering the first and leading digital working group list application. The acquisition aligns with NetRoadshow’s 23-year focus on providing secure and compliant productivity tools to the global investment banking community.
buyer: NetRoadshow, Inc.
NetRoadshow was the first company to receive permission from the SEC to host an electronic roadshow via the internet. The company's online roadshow offers operator-assisted conference call service, live video conferencing services, data room products, and secure document distribution systems. "
target: DealSite Inc.
DealSite is a technology company focused on the Capital Markets and M&A space, offering the first and leading digital working group list application. The company's enterprise web and mobile app is used by investment banks to help bankers serve their clients and do their jobs more effectively.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/13/2019 via PR Newswire

SS&C Advent, will acquire Investrack

synopsis: SS&C Technologies announced it has entered into a definitive agreement wherein SS&C Advent will acquire the Investrack business from UAE-based Globacom Technologies. Investrack is a suite of applications aimed at banks and financial institutions to build their customer engagement strategy.
buyer parent: SS&C Technologies, Inc.
buyer: SS&C Advent (ADVS:$403.28)
SS&C Advent is the leading provider of technology solutions and services for the investment management industry worldwide, including independent advisors, wealth and institutional asset managers, family offices, hedge funds, funds of funds, fund administrators, and private equity firms. "
target parent: Globacom Technologies
target: Investrack
Helpful predominantly in the investment and portfolio management function, Investrack presents an integrated and seamless solutions suite and prowess to empower banks and financial institutions to build their own customer engagement strategy.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/14/2018 via GlobeNewswire

Intapp, Inc., acquired DealCloud

synopsis: Intapp, a leading provider of industry solutions for the $2 trillion global professional services industry, announced the acquisition of DealCloud, which specializes in CRM and deal management for investment banking and private equity firms.
buyer parent: Great Hill Partners LLC
buyer: Intapp, Inc.
Intapp provides software and services that enable professional services and capital markets firms to thrive in an increasingly competitive marketplace, enhancing their ability to win more business, operate efficiently, manage risk and drive project and client success. "
target: DealCloud
DealCloud is a pioneer in M&A software and a global leader in providing deal management, workflow and technology solutions to capital markets firms, including private equity and growth capital firms, sell-side banks, publicly traded companies and debt capital investors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/21/2018 via BusinessWire

IHS Markit Ltd., acquired Ipreo Holdings LLC

synopsis: Ipreo, a leading financial services solutions and data provider, was acquired by IHS Markit, a world leader in critical information, analytics and solutions. IHS Markit is acquiring the business from private equity funds managed by Blackstone and by the Goldman Sachs Merchant Banking Division.
buyer: IHS Markit Ltd. (INFO:$4,287.80)
IHS Markit is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government. "
target parent: Blackstone Group LP
target: Ipreo Holdings LLC
Ipreo is a leading global provider of financial services technology, data and analytical services, supporting all participants in the capital-raising process, including sell-side professionals, finance officers at private and public companies, institutional investors, and asset managers.
price ($mm)
$1,855
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/6/2014 via PE Hub

Blackstone Group LP, Goldman Sachs Merchant Banking, acquired Ipreo Holdings LLC

synopsis: Ipreo Holdings LLC, a leading global provider of market intelligence and workflow solutions to capital markets and corporate professionals, announced the completion of its acquisition by private equity funds managed by Blackstone and by the Goldman Sachs Merchant Banking Division.
buyer: Blackstone Group LP (BX:$14,638.28)
buyer: Goldman Sachs Merchant Banking
Blackstone is one of the world's leading investment and advisory firms. The Merchant Banking Division of Goldman Sachs is one of the leading private equity investors in the world, having invested and committed approximately $45 billion of equity capital in over 650 companies. "
target parent: Kohlberg Kravis Roberts & Co.
target: Ipreo Holdings LLC
Ipreo is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions.
price ($mm)
$962*
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/8/2011 via BusinessWire

Kohlberg Kravis Roberts & Co., acquired Ipreo Holdings LLC

synopsis: Kohlberg Kravis Roberts & Co L.P. (together with its affiliates, “KKR”) announced that KKR has completed the acquisition of Ipreo Holdings LLC. Ipreo is a leading provider of market intelligence, deal execution platforms, and investor communication tools to investment banks and corporations around the world.
buyer: Kohlberg Kravis Roberts & Co. (KKR:$20,635.61)
Founded in 1976 and led by Henry Kravis and George Roberts, KKR is a leading global investment firm with $61.9 billion in assets under management as of June 30, 2011. With offices around the world, KKR manages assets through a variety of investment funds and accounts covering multiple asset classes."
target parent: Veronis Suhler Stevenson
target: Ipreo Holdings LLC
Ipreo is a premier global provider of high quality data, market intelligence, and productivity solutions to investment banking and corporate clients. It is the only global provider of new issuance software solutions across the equity, fixed income, and municipal markets.
price ($mm)
$425
rev ($mm)
$130
EBITDA ($mm)
$35
EV / rev
3.3x
EV / EBITDA
12.1x
closed 9/16/2020 via PR Newswire

Lincoln Investment, acquired Hanlon Advisory Software

synopsis: Lincoln Investment Capital Holdings, LLC announced the acquisition of Hanlon Advisory Software, a division of Hanlon Investment Management. Hanlon Advisory Software offers the wealth management industry’s broadest range of features for analysis, compliance, asset allocation, reporting and presentation.
buyer: Lincoln Investment
Lincoln Investment Planning, LLC is a leading full-service independent broker-dealer and registered investment adviser providing investment, wealth and retirement planning services nationwide. The company currently has 400 employees and over 1,000 financial advisors in 39 states. "
target parent: Hanlon Investment Management
target: Hanlon Advisory Software
Hanlon Advisory Software offers the wealth management industry’s broadest range of features for analysis, compliance, asset allocation, reporting and presentation. Hanlon’s portfolio management capabilities can help manage mutual funds, equities, fixed income and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/13/2020 via BNC Analysis

TradeFloor Pty Ltd, acquired CCUBE

synopsis: Software developer TradeFloor has acquired CCUBE, which provides software for financial planners and went into voluntary administration in early April after COVID-19 dried up a fundraising deal. CCUBE is designed to support financial advisers drive efficiency and productivity in an increasingly client centric world.
buyer: TradeFloor Pty Ltd
TradeFloor is a must-have application for anyone who trades (or is thinking about trading) Exchange-Traded Options in Australia. They are striving to make options accessible to everyone, regardless of trading knowledge, and provide valuable insights into the risk and reward of trading strategies. "
target: CCUBE
CCUBE is a next generation financial planning and wealth management solution designed to support financial advisers drive efficiency and productivity in an increasingly client centric world.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/6/2020 via BusinessWire

Franklin Templeton Investments, acquired AdvisorEngine

synopsis: Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton, has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United States that manage over $600 billion in assets.
buyer: Franklin Templeton Investments (BEN:$5,680.20)
Franklin Resources is a global investment management organization operating, together with its subsidiaries, as Franklin Templeton. Through specialized teams, the company has expertise across all asset classes, including equity, fixed income, alternatives, and custom multi-asset solutions. "
target: AdvisorEngine
AdvisorEngine a digital wealth platform and provider of technology and consulting services to wealth management firms in the United States. Its financial experience platform serves as a unified operating system across advisor experience, business operations experience, and client experience.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/21/2019 via PR Newswire

Equisoft, acquired Grendel

synopsis: Canada-based Equisoft has acquired Grendel, a company offering a customer relationship management system (CRM) purpose-built for the wealth management industry. Their flagship application suite Grendel is an advanced web-based and mobile practice management solution built for financial advisors, broker-dealers, RIAs, and their clients.
buyer: Equisoft
Based in Canada, Equisoft is a global provider of advanced digital solutions in life insurance and wealth management. Equisoft offers innovative front-end applications, extensive back office services and a unique data migration expertise. "
target: Grendel
Grendel is an online solution built specifically for financial professionals. The customer relationship management (CRM) component is the core of the larger wealth management platform that now includes compliance tools, trading, account aggregation, client portal, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/13/2018 via PR Newswire

Simplicity Group Holdings, acquired AssetLock

synopsis: Simplicity Group Holdings announced that it has acquired investment and retirement account communication technology, AssetLock. AssetLock is an award-winning investment and retirement account monitoring software that streamlines communication between the account holder and financial advisor.
buyer: Simplicity Group Holdings
Headquartered in Hartford, Connecticut, Simplicity Group Holdings is one of the nation’s largest and fastest growing financial marketing organizations with over 20,000 financial professionals, 100 partner agencies, and 30 broker-dealer partners located throughout the United States. "
target: AssetLock
AssetLock is an award-winning investment and retirement account monitoring software that streamlines communication between the account holder and financial advisor.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/11/2018 via BNC Analysis

Equisoft, acquired Kronos Technologies

synopsis: Equisoft, a provider of digital business solutions for the insurance and wealth industries, has acquired Kronos Technologies, a company that develops web and mobile applications for the investment and insurance sectors.
buyer: Equisoft
Equisoft provides advanced digital business solutions that optimize processes, increase revenue and enable growth for the life insurance and wealth management industries. All Equisoft software systems are developed for optimal scalability and configurability to empower clients. "
target: Kronos Technologies
Kronos Technologies is a company that develops web and mobile applications for the investment and insurance sectors. Kronos Technologies is particularly known for its customer relationship management (CRM) application, Kronos Finance, and financial needs analysis (FNA) tool, Kronos FNA.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/30/2016 via BNC Analysis

FactSet Research Systems Inc., acquired Vermilion Software Ltd.

synopsis: FactSet Research Systems Inc., a provider of integrated financial information, has bought Vermilion Software Limited. Vermilion is a global provider of client reporting and communications software and services for the financial asset management industry.
buyer: FactSet Research Systems Inc. (FDS:$1,563.14)
FactSet is a leading provider of financial data and analytic applications for investment management and investment banking professionals around the globe. FactSet offers instant access to financial data and analytics to thousands of analysts, portfolio managers, and investment bankers. "
target: Vermilion Software Ltd.
Vermilion Software is a leading international provider of client reporting software and services to investment managers in the global institutional asset management, retail and mutual fund, banking, pension, hedge fund, wealth management and insurance industries.
price ($mm)
$67
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/24/2016 via PR Newswire

SS&C Technologies, Inc., acquired Salentica Systems Inc.

synopsis: SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, announced its acquisition of leading CRM solution Salentica System Inc. They will become a platform partner to the firm's Black Diamond® wealth platform and deepen integrations and support for other SS&C clients.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively for the global financial services industry. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. "
target: Salentica Systems Inc.
Founded in 1997, Specializing in providing client management and technology solutions for the wealth management market, Salentica offers a suite of modules integrated with Microsoft CRM as well as a suite of advisory services for financial services firms.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/2/2015 via BusinessWire

Fidelity Investments, will acquire eMoney Advisor, Inc.

synopsis: Fidelity Investments® announced that it has agreed to acquire eMoney Advisor, a leading wealth planning software company. eMoney Advisor’s technology solutions transform the way financial professionals deliver their expertise, strengthen client relationships and help grow their businesses.
buyer: Fidelity Investments
Fidelity Investments is an international provider of financial services and investment resources that help individuals and institutions meet their financial objectives. "
target: eMoney Advisor, Inc.
eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security and organization for everything that affects their clients’ financial lives. eMoney is more than just wealth management software— it’s a better way of doing business.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/18/2012 via Reuters

Praemium, will acquire Wealthcraft Systems Inc.

synopsis: Praemium Ltd announced that it has entered into an agreement with WealthCraft Systems Inc. to acquire its fully owned subsidiary, WealthCraft Systems Limited. WealthCraft has consistently provided effective and innovative software solutions to financial institutions regionally, and created highly efficient advice-driven wealth management services.
buyer: Praemium (ASX:PPS:$15.31)
Preaemium is a specialist in the provision of portfolio administration services. Using leading edge technology to deliver cost-effective investment administration services, Præmium provides services to some of Australia’s leading financial institutions. "
target: Wealthcraft Systems Inc. (WCSY:$1.59)
WealthCraft is an information technology company that designs and supports a technology platform for wealth management services for financial institutions, including investment advisory firms, securities brokerage firms, retail and private banks, mutual fund companies and insurance companies.
price ($mm)
$0.37
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/15/2012 via BNC Analysis

Hanlon Investment Management, acquired Interactive Advisory Software

synopsis: Hanlon Financial Group announced that it has acquired the assets of Interactive Advisory Software, Inc., developer and distributor of Solution 360°, a wealth management software application focused on serving the needs of Registered Investment Advisors (RIAs) and Independent Financial Advisors.
buyer: Hanlon Investment Management
A New Jersey‐based investment advisory firm founded in 1999, Hanlon uses proprietary portfolio philosophies and strategies that are rooted in the belief that investment markets are far more risky than most individual and professional investors understand. "
target: Interactive Advisory Software
Interactive Advisory Software is the developer and distributor of Solution 360°, a wealth management software application focused on serving the needs of Registered Investment Advisors (RIAs) and Independent Financial Advisors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/28/2021 via PR Newswire

Backstop Solutions Group, acquired ProTrak International, Inc.

synopsis: Backstop Solutions Group, the industry's leading cloud-based productivity suite for institutional and alternative investors, has acquired ProTrak International, a leading provider of a client relationship management (CRM) solution tailored specifically to the needs of asset managers.
buyer: Backstop Solutions Group
Backstop develops technology to simplify and streamline time-consuming tasks and processes. Backstop provides its cloud-based productivity suite to investment consultants, pensions, funds of funds, family offices, endowments, foundations, private equity, hedge funds and real estate investment firms."
target: ProTrak International, Inc.
ProTrak International is a leading provider of a client relationship management (CRM) solution tailored specifically to the needs of asset managers. ProTrak's solution is configured in a friendly user-defined format, tailored to the needs of the user, and focused on reducing implementation costs.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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Geography
Matching Companies
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Cardlytics, Inc.
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EBITDA ($mm)
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Ticker: WSE:ALL)
 
 
 
 
 
 
 
 
Ailleron S.A.
Ailleron S.A.
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Ticker: ASX:TDY
 
 
 
 
 
 
 
 
thedocyard
thedocyard
thedocyard is a global leader in end-to-end transaction management solutions. thedocyard offers a cloud-based deal management platform that can manage the entire lifecycle of any corporate or commercial transaction. The platform enables advisers to run and execute every stage of a deal in one place.
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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.
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$32.55
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Ticker: CDLX
 
 
 
 
 
 
 
 
Cardlytics, Inc.
Cardlytics is a digital advertising platform. The company partners with financial institutions to run their banking rewards programs that promote customer loyalty and deepen banking relationships.
year
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$186.89
EBITDA ($mm)
($44.11)
EBIT ($mm)
($50.94)
Net Income ($mm)
Employees
471
  • drill down
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Ticker: WSE:ALL)
 
 
 
 
 
 
 
 
Ailleron S.A.
Ailleron S.A.
Ailleron is a Polish technology company that delivers innovative solutions. Ailleron's flagship products include iLumio; a state-of-the-art system the provides hotel services at every stage of a guest's stay, and Livebank; a virtual bank branch solution that lets banks better engage with customers.
year
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rev ($mm)
$38.04
EBITDA ($mm)
$2.96
EBIT ($mm)
$1.05
Net Income ($mm)
$0.18
Employees
0
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Ticker: ASX:TDY
 
 
 
 
 
 
 
 
thedocyard
thedocyard
thedocyard is a global leader in end-to-end transaction management solutions. thedocyard offers a cloud-based deal management platform that can manage the entire lifecycle of any corporate or commercial transaction. The platform enables advisers to run and execute every stage of a deal in one place.
year
2020
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$0.49
EBITDA ($mm)
($1.70)
EBIT ($mm)
($1.74)
Net Income ($mm)
Employees
880
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Ticker: 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.
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Net Income ($mm)
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Ticker: ASX:RKN
 
 
 
 
 
 
 
 
Reckon Limited
Reckon Limited
Reckon Limited (RKN) is an Australian publicly listed company well known as a leading provider of software solutions for accounting and bookkeeping professionals, as well as small to medium sized businesses, small office/home office users and personal wealth management.
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$54.95
EBITDA ($mm)
$9.52
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$8.47
Net Income ($mm)
$5.93
Employees
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