Like KeyMan Intelligence

closed 5/5/2021 via PR Newswire

Siepe LLC, acquired KeyMan Intelligence

synopsis: Siepe, a trusted provider of technology, data and analytics, has acquired KeyMan Intelligence to transform the way investment managers manage credit by standardizing and automating the reporting of private company data. KeyMan Intelligence is an IT firm that uses the latest technology to extract, standardize and deliver facts from credit documents.
buyer: Siepe LLC
Siepe is a leading provider of innovative and financial data and technology solutions for complex decision making and workflow management. Through its intuitive managed platform, firms are able to integrate institutional best practices across technology, services and operational processes. "
target: KeyMan Intelligence
KeyMan Intelligence is an IT firm that uses the latest technologies to extract, standardize and deliver facts from credit documents. They also provide Relative Value metrics, Cross Industry Comparisons, Portfolio Statistics, Holdings Information, and Updates and Events Reporting/Tracking.
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announced 9/8/2015 via BNC Analysis

Sustainalytics, will acquire ESG Analytics AG

synopsis: Sustainalytics, a leading provider of ESG and corporate governance research, ratings and analysis, announced that it has entered into a definitive agreement to acquire ESG Analytics, a Zurich-based provider of web-based solutions designed to assist asset managers and owners analyze and manage ESG risk and opportunity.
buyer: Sustainalytics
Headquartered in Amsterdam, Sustainalytics is an independent provider of Environmental, Social, and Governance (ESG) and corporate governance research, ratings and analytics, serving investors around the world with the development and implementation of responsible investment strategies. "
target: ESG Analytics AG
Founded in 2012, ESG Analytics is known for its practical cloud-based software that utilizes a comprehensive proprietary methodology to evaluate Environmental, Social, and Governance (ESG) metrics. The company is headquartered in Switzerland.
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closed 11/2/2017 via PE Hub

Dynamo Software, acquired HoldingsInsight

synopsis: Dynamo Software, the premier provider of configurable, cloud-based investment management software for the alternative asset investment industry, announced that it has acquired HoldingsInsight, a portfolio investments data capture and reporting service.
buyer parent: Francisco Partners Management LLC
buyer: Dynamo Software
Dynamo Software has provided premium industry-specific, configurable investment management and reporting software for the global alternative assets industry since 1998, including fund administrators, endowments, pension funds, foundations, private equity and more. "
target: HoldingsInsight
HoldingsInsight is a portfolio investments data capture and reporting service founded in 2016, focusing on providing limited partners with better transparency into their portfolio, resulting in better risk management and superior investment decisions.
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closed 3/20/2017 via GlobeNewswire

FactSet Research Systems Inc., acquired BISAM

synopsis: FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced that it has acquired BISAM Technologies S.A. from Aquiline Capital Partners. BISAM is a leading provider of portfolio performance and attribution, multi-asset risk, GIPS composites management and reporting.
buyer: FactSet Research Systems Inc. (FDS:$1,494.11)
FactSet delivers the world's best insight and information to investment professionals through superior analytics, service, content, and technology. More than 66,000 users make smarter investment decisions with FactSet's desktop analytics, mobile applications, and comprehensive data feeds. "
target parent: Aquiline Capital Partners
target: BISAM
BISAM is the leading provider of sophisticated solutions for performance and attribution, GIPS composites management, multi-asset risk analysis, portfolio construction and reporting. Many of the world's largest buy-side firms use BISAM to evaluate and enhance their investment strategies.
price ($mm)
$205
rev ($mm)
$28
EBITDA ($mm)
EV / rev
7.3x
EV / EBITDA
closed 7/10/2012 via BusinessWire

Aquiline Capital Partners, acquired BI-SAM Technologies

synopsis: Aquiline Capital Partners LLC, a New York-based private equity firm investing in financial services, announced that it has become the majority shareholder of BI-SAM Technologies, the leading provider of data management, performance, attribution, risk, GIPS® and reporting solutions for the asset management industry.
buyer: Aquiline Capital Partners
Aquiline is a private equity firm based in New York investing in financial services enterprises in industries such as property and casualty insurance, banking, securities, asset management, life insurance and financial technology. "
target: BI-SAM Technologies
Created in 2000 and headquartered in Paris, France, BI-SAM Technologies is the market-leading integrated solution for data management, performance measurement and attribution, risk management, GIPS, and client reporting.
price ($mm)
rev ($mm)
$13
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 7/15/2010 via BNC Analysis

MSCI Inc., acquired Measurisk

synopsis: MSCI Inc., a leading provider of investment decision support tools worldwide, announced that it has entered into a definitive agreement to acquire Measurisk, an affiliate of J.P. Morgan Worldwide Securities Services and a leading provider of independent risk-transparency and risk-measurement solutions for hedge fund investors.
buyer: MSCI Inc. (MSCI:$1,476.56)
MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools. "
target parent: J.P. Morgan Worldwide Securities Services
target: Measurisk
Measurisk is the leading provider of independent risk-transparency and risk-measurement solutions for institutional investors and asset managers. The information they provide helps assess, control and communicate risk for global, multi-asset class portfolios.
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closed 4/8/2016 via Company Press Release

LineData Services, acquired Derivation Software

synopsis: Linedata, the global solutions provider dedicated to the investment management, insurance and credit industries, completed the acquisition of Derivation, a leading specialist provider of risk, analytics, and portfolio management solutions to institutional and hedge fund managers.
buyer: LineData Services (ENXTPA:LIN:$197.04)
Linedata is a global solutions provider dedicated to the investment management and credit community. Linedata applies its market and client insight to provide innovative and flexible mission-critical software and services that help its clients grow in over 50 countries. "
target: Derivation Software
Derivation provides market-leading integrated accounting, trading and risk management solutions. Derivation was established in 1996, its founders having spent the previous 10 years developing derivative trading & risk management systems at ABN AMRO and NatWest Markets.
price ($mm)
rev ($mm)
$3
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 1/16/2019 via BusinessWire

Radian Group Inc., acquired Five Bridges Advisors, LLC

synopsis: Radian Group Inc. announced that it has acquired Five Bridges Advisors, LLC, a renowned developer of proprietary software, data analytics and predictive models leveraging artificial intelligence, machine learning and traditional econometric techniques.
buyer: Radian Group Inc. (RDN:$1,259.45)
Headquartered in Philadelphia, Radian connects lenders, homebuyers, investors and loan servicers using a suite of private mortgage insurance and related risk management products and services. "
target: Five Bridges Advisors, LLC
Five Bridges Advisors, LLC is a renowned developer of proprietary software, data analytics and predictive models leveraging artificial intelligence, machine learning and traditional econometric techniques.
price ($mm)
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announced 3/23/2021 via PR Newswire

Thoma Bravo, LLC, will acquire Calypso Technology Inc

synopsis: Thoma Bravo is to acquire Calypso Technology, Inc. from international private equity group Bridgepoint and global growth investor Summit Partners. Calypso Technology, Inc. is a cloud-enabled provider of cross-asset front-to-back solutions and managed services for financial markets with over 40000 users in 60+ countries.
buyer: Thoma Bravo, LLC
Thoma Bravo is a leading private equity firm focused on the software and technology-enabled services sectors. Thoma Bravo partners with a company’s management team to implement operating best practices, invest in growth initiatives and make acquisitions intended to accelerate revenue and earnings. "
target parent: Bridgepoint
target: Calypso Technology Inc
Calypso Technology, Inc. is a cloud-enabled provider of cross-asset front-to-back solutions and managed services for financial markets with over 40000 users in 60+ countries.
price ($mm)
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closed 3/6/2019 via Company Press Release

Abrigo, acquired FARIN Financial Risk Management

synopsis: Abrigo, a technology provider of compliance, credit risk, and lending solutions for community financial institutions, has acquired WI-based Farin Financial Risk Management (FARIN). FARIN is a leader in the enterprise risk management space, with their flagship asset liability management platform and highly regarded advisory services.
buyer parent: Accel-KKR
buyer: Abrigo
Abrigo is a leading technology provider of compliance, credit risk, and lending solutions that community financial institutions use to manage risk and drive growth. Their software automates key processes – from anti-money laundering to fraud detection to lending solutions. "
target: FARIN Financial Risk Management
Based in Madison, Wis., FARIN is a leader in asset liability management software and advisory services. For over 30 years, FARIN has provided financial consulting, software and analysis designed to drive earnings improvements for financial institutions nationwide.
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closed 3/4/2019 via BNC Analysis

WorldFirst, acquired Currency Technologies Pty Ltd

synopsis: WorldFirst, the UK's fastest growing foreign exchange company, has acquired CurrencyVue, a foreign exchange risk management platform in Australia. CurrencyVue's cloud platform provides users with a real-time view of their international payments and currency exposures, enabling them to easily identify FX exposure risk, save time, and reduce costs.
buyer parent: Ant Financial
buyer: WorldFirst
WorldFirst is the UK's fastest growing foreign exchange company. WorldFirst specialises in making foreign exchange simple, fast and fuss-free for people and businesses with global ambitions. The company has helped over 120,000 people, small businesses and online sellers transfer over £60bn. "
target: Currency Technologies Pty Ltd
CurrencyVue is a foreign exchange risk management platform in Australia. CurrencyVue's cloud platform provides users with a real-time view of their international payments and currency exposures. CurrencyVue helps businesses to easily identify FX exposure risk, save time, and reduce costs.
price ($mm)
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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.
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announced 10/30/2017 via BNC Analysis

Ion Group, will acquire Aspect Enterprise Solutions

synopsis: Aspect, a UK-based global provider of cloud-based solutions for commodity trade and risk management, commodities data and decision support, has entered into a definitive agreement to be acquired by Ion Investment Group. Aspect's range of solutions are empowering enterprises of all sizes trade oil, gas, petrochemicals, metals, biofuels and more.
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: Aspect Enterprise Solutions
Based in the UK, Aspect is a global SaaS provider for integrated Commodity Trading, Risk and Data Management, helping users to perform pre-trade analysis, trading, risk and operations management in one system. Their solutions help companies trade oil, gas, petrochemicals, metals, biofuels and more.
price ($mm)
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closed 3/8/2017 via BusinessWire

Numerix, acquired TFG Financial Systems

synopsis: Numerix, the leader in risk technology announces the acquisition of TFG Financial Systems, the only real-time risk, P&L and position management system in the industry. TFG’s dependency graph capabilities will be leveraged to provide real-time, distributed, event-driven processing capabilities in Numerix Oneview enterprise trading & risk solutions.
buyer: Numerix
Numerix is the leading provider of innovative capital markets technology solutions and real-time intelligence capabilities for trading and risk management. Numerix is dedicated to driving a more open, fintech oriented, digital financial services market. "
target: TFG Financial Systems
TFG Financial Systems is the only real-time risk, P&L and position management system in the industry. TFG’s dependency graph capabilities is at the heart of its SaaS risk and portfolio management software and technology framework.
price ($mm)
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closed 2/21/2017 via PR Newswire

Covisum, acquired PrairieSmarts

synopsis: Two companies are joining forces to offer financial advisors powerful risk analytics with retirement planning solutions. PrairieSmarts' advanced risk management platform for financial services professionals has been acquired by Covisum, a retirement income planning technology and training solution.
buyer: Covisum
Covisum provides financial advisors with software, training and support to deliver retirement income plans that improve the lives of clients by facilitating better retirement decisions. Their core product offerings include Social Security Timing and Tax Clarity. "
target: PrairieSmarts
PrairieSmarts helps investors and financial firms find success by providing the most intuitive, advanced and bias-free risk management platform in the world. Founded in 2013, PrairieSmarts provides advanced and digestible insights into financial risk using some of the world's best risk algorithms.
price ($mm)
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announced 4/19/2016 via Market Wire

Bridgepoint, Summit Partners, will acquire Calypso Technology Inc

synopsis: Calypso Technology, Inc., a leading provider of capital markets software, announced that it is to be acquired by European private equity fund Bridgepoint and global growth equity investor Summit Partners. Calypso offers an integrated suite of trading and risk management solutions used by over 34,000 market professionals in more than 60 countries.
buyer: Summit Partners
buyer: Bridgepoint
Bridgepoint, a European private equity firm, focuses on acquiring well managed companies in attractive sectors with potential to grow organically or through acquisition. Summit Partners, a global growth equity firm, currently invested more than $7.2 billion in equity and fixed income opportunities. "
target: Calypso Technology Inc
Calypso is the leading provider of front-to-back technology solutions for the financial markets. With 19 years of experience delivering cross-asset solutions for trading, processing, risk management and accounting, Calypso brings simplicity to the most complex business and technology issues.
price ($mm)
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announced 9/23/2011 via Company Press Release

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

synopsis: Vista Equity Partners and Thomson Reuters, the world's leading source of intelligent information for businesses and professionals, have signed an agreement under which Vista has made a binding offer to buy the Thomson Reuters Trade and Risk Management business which currently operates as a distinct unit within the Enterprise Solutions business.
buyer: Vista Equity Partners
Vista Equity Partners, based in San Francisco with offices in Chicago and Austin, invests over $2 billion in capital committed to dynamic, successful technology-based organizations led by world-class management teams with long-term perspective. "
seller: Thomson Reuters (TRI:$5,921.00)
Thomson Reuters Trade and Risk Management business operates as a distinct unit within the Enterprise Solutions business. Its flagship product is Kondor.
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closed 11/1/2010 via PR Newswire

IntercontinentalExchange, acquired TradeCapture OTC Corp.

synopsis: IntercontinentalExchange, a leading operator of regulated global futures exchanges, clearing houses and over-the-counter (OTC) markets, announced the acquisition of TradeCapture OTC, a leading provider of web-enabled solutions for commodity trading with real-time prices.
buyer: IntercontinentalExchange (ICE:$5,588.00)
IntercontinentalExchange (ICE) operates the leading global, electronic marketplace for trading both futures and OTC energy contracts. ICE offers a range of contracts based on crude oil and refined products, natural gas, power and emissions. "
target: TradeCapture OTC Corp.
TradeCapture OTC, Corp. is a leading global provider of web-enabled solutions designed and developed for companies in the field of commodity trading and risk management. TradeCapture provides the trading community with the most robust, user-friendly, enterprise-wide software package available.
price ($mm)
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closed 5/3/2021 via Company Press Release

Imagine Software, Inc. merged with TradingScreen Inc,

synopsis: Francisco Partners, a leading global investment firm that specializes in partnering with technology businesses, announced the combination of TradingScreen, a provider of trading execution and order management software, and Imagine Software, a real-time risk and compliance software platform. The combined company will be known as TS Imagine.
buyer parent: Francisco Partners Management LLC
buyer: TradingScreen Inc
Operating in the cloud for nearly two decades, TradingScreen (TS) is a leading expert on SaaS trading technology. TradeSmart OEMS offers workflow efficiency and seamless integration between the sell-side and buy-side, connecting markets globally and providing traders the information they need. "
target: Imagine Software, Inc.
Imagine offers the power of a real-time, institutional-grade portfolio and risk management software solution and provides clients the choice of full-service on-line accessibility with real-time pricing, security master, corporate actions, derived market data, and 24/7 connectivity.
price ($mm)
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closed 2/4/2021 via Company Press Release

AcadiaSoft, acquired Quaternion Risk Management Limited

synopsis: AcadiaSoft Inc., the leading industry provider of risk and collateral management services for the derivatives community, announced it has acquired capital markets consulting and software company Quaternion. Quaternion is a leading provider of highly specialized and advanced risk analytics solutions for the financial services industry.
buyer: AcadiaSoft
AcadiaSoft, Inc. is the leading industry provider of risk management services for the derivatives community. Its industry-wide repository of margin and collateral data helps firms to mitigate financial risk and optimize resources across the entire trade life cycle. "
target: Quaternion Risk Management Limited
Quaternion Risk Management Limited headquartered in Ireland was founded in 2010 by three senior banking professionals with extensive capital markets experience. It is leading provider of highly specialized and advanced risk analytics solutions for the financial services industry.
price ($mm)
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closed 5/5/2021 via PR Newswire

Siepe LLC, acquired KeyMan Intelligence

synopsis: Siepe, a trusted provider of technology, data and analytics, has acquired KeyMan Intelligence to transform the way investment managers manage credit by standardizing and automating the reporting of private company data. KeyMan Intelligence is an IT firm that uses the latest technology to extract, standardize and deliver facts from credit documents.
buyer: Siepe LLC
Siepe is a leading provider of innovative and financial data and technology solutions for complex decision making and workflow management. Through its intuitive managed platform, firms are able to integrate institutional best practices across technology, services and operational processes. "
target: KeyMan Intelligence
KeyMan Intelligence is an IT firm that uses the latest technologies to extract, standardize and deliver facts from credit documents. They also provide Relative Value metrics, Cross Industry Comparisons, Portfolio Statistics, Holdings Information, and Updates and Events Reporting/Tracking.
price ($mm)
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closed 5/5/2021 via PR Newswire

Siepe LLC, acquired KeyMan Intelligence

synopsis: Siepe, a trusted provider of technology, data and analytics, has acquired KeyMan Intelligence to transform the way investment managers manage credit by standardizing and automating the reporting of private company data. KeyMan Intelligence is an IT firm that uses the latest technology to extract, standardize and deliver facts from credit documents.
buyer: Siepe LLC
Siepe is a leading provider of innovative and financial data and technology solutions for complex decision making and workflow management. Through its intuitive managed platform, firms are able to integrate institutional best practices across technology, services and operational processes. "
target: KeyMan Intelligence
KeyMan Intelligence is an IT firm that uses the latest technologies to extract, standardize and deliver facts from credit documents. They also provide Relative Value metrics, Cross Industry Comparisons, Portfolio Statistics, Holdings Information, and Updates and Events Reporting/Tracking.
price ($mm)
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announced 12/16/2016 via BNC Analysis

Drooms, will acquire DealMarket AG

synopsis: Drooms, a provider of virtual data rooms, has agreed to acquire DealMarket, the World's #1 Private Equity & Deal Flow Management Platform. Since 2010 DealMarket has been helping over 15,000 investment professionals worldwide capture, manage, track and analyze their deal flow.
buyer: Drooms
Drooms is the leading provider of virtual data rooms in Europe. The specialized software facilitates highly secure access to confidential documents, as well as the ability to exchange them safely with third parties beyond company firewalls. "
target: DealMarket AG
DealMarket is the World's #1 Private Equity & Deal Flow Management Platform. Since 2010 DealMarket has been helping over 15,000 investment professionals worldwide capture, manage, track and analyze their deal flow.
price ($mm)
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closed 9/2/2015 via PR Newswire

SS&C Technologies, Inc., acquired Varden Technologies

synopsis: SS&C Technologies Holdings, Inc., a leading global provider of financial services software and software-enabled services, announced the acquisition of Varden Technologies, a leading provider of client and advisor communication solutions for investment firms.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C provides investment and financial software-enabled services and software focused on the financial services industry. Some 10,000 financial services organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services. "
target: Varden Technologies
Varden Technologies, Inc. is a privately-held, Boston-based, investment technology firm with two business lines: proprietary software and technical consultancy. Varden offers a platform called eReportal, which is an auditable and workflow-driven client communications system.
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closed 5/10/2019 via BusinessWire

BlackRock, Inc., acquired eFront

synopsis: BlackRock, a global leader in investment management, risk management and advisory services for institutional & retail clients, has completed the acquisition of eFront, the world’s leading end-to-end alternative investment management software and solutions provider, from private equity firm Bridgepoint and eFront employees.
buyer: BlackRock, Inc. (BLK:$13,880.00)
BlackRock is a global leader in investment management, risk management and advisory services for institutional & retail clients. BlackRock helps clients meet their goals with a range of products that include separate accounts, mutual funds, exchange-traded funds, & other pooled investment vehicles. "
target parent: Bridgepoint
target: eFront
eFront, founded in 1999, is based in Paris and is the leading technology provider for managing the alternatives investment lifecycle, from due diligence and portfolio planning, to performance and risk analysis, across a range of alternative asset classes.
price ($mm)
$1,300
rev ($mm)
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closed 1/28/2015 via BNC Analysis

Bridgepoint, acquired eFront SA

synopsis: eFront, the leading software provider of financial solutions for managing alternative investments, has been acquired by European private equity investor Bridgepoint. Headquartered in France, eFront provides end-to-end solutions dedicated to the financial services industry, specialising in enterprise risk management and alternative investments.
buyer: Bridgepoint
Bridgepoint is one of the most experienced private equity investment firms based in Europe. With a clear, long-term focus on sectors where it can invest in robust middle market companies, it typically acquires businesses valued between €200 million and €1 billion. "
target parent: Francisco Partners Management LLC
target: eFront SA
eFront provides end-to-end solutions dedicated to the financial services industry, specialising in enterprise risk management and alternative investments. Its solutions serve some of the largest companies in the private equity, real estate investment, banking and insurance sectors.
price ($mm)
$327
rev ($mm)
$80
EBITDA ($mm)
$17
EV / rev
4.1x
EV / EBITDA
18.8x
closed 9/23/2011 via BusinessWire

Francisco Partners, acquired eFront SA

synopsis: EFR Holdings SAS, an acquisition vehicle controlled by funds affiliated with Francisco Partners, acquired a majority of the share capital and voting rights of eFront S.A., a business software solutions provider dedicated to the financial industry, listed on the Alternext Paris market of NYSE Euronext (ALEFT).
buyer: Francisco Partners
Francisco Partners is a leading global private equity firm with offices in San Francisco and London focused exclusively on investments in technology and technology-enabled services businesses. "
target: eFront SA
eFront is a software provider of solutions dedicated to the financial industry with recognized expertise in Alternative Investments and Risk Management. eFront’s solutions serve major companies in the Private Equity, Real-Estate Investment, Banking, and Insurance sectors.
price ($mm)[EV]
$42 [$28]*
rev ($mm)
$45
EBITDA ($mm)
$8
EV / rev
1.3x
EV / EBITDA
7.3x
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.
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closed 12/11/2019 via BusinessWire

RealPage, Inc., acquired Investor Management Services, LLC

synopsis: RealPage, Inc., a leading global provider of software and data analytics to the real estate industry, has acquired Investor Management Services, LLC (IMS). IMS provides an Investor Relationship Management platform with an investor dashboard, an investor portal to manage investor relations, and a comprehensive waterfall engine for distributions.
buyer: RealPage, Inc. (RP:$1,115.20)
RealPage provides a technology platform that enables real estate owners and managers to change how people experience and use rental space. Clients use the platform to gain transparency in asset performance, leverage data insights, and monetize space to create incremental yields. "
target: Investor Management Services, LLC
Investor Management Services (IMS) is an investor experience platform for commercial real estate firms to engage investors and manage assets. The web-based IMS Platform provides automated Waterfall Distribution Processing, Investor Dashboards, CRM, Document Sharing, and Investor Statements.
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closed 11/2/2017 via PE Hub

Dynamo Software, acquired HoldingsInsight

synopsis: Dynamo Software, the premier provider of configurable, cloud-based investment management software for the alternative asset investment industry, announced that it has acquired HoldingsInsight, a portfolio investments data capture and reporting service.
buyer parent: Francisco Partners Management LLC
buyer: Dynamo Software
Dynamo Software has provided premium industry-specific, configurable investment management and reporting software for the global alternative assets industry since 1998, including fund administrators, endowments, pension funds, foundations, private equity and more. "
target: HoldingsInsight
HoldingsInsight is a portfolio investments data capture and reporting service founded in 2016, focusing on providing limited partners with better transparency into their portfolio, resulting in better risk management and superior investment decisions.
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closed 12/14/2017 via PR Newswire

MRI Software LLC, acquired MDA Property Systems (Pty) Ltd.

synopsis: MRI Software, a global leader in real estate software solutions, announced the acquisition of MDA Property Systems, a property management and accounting software company based in Cape Town, South Africa. MDA dominates the South African real estate market, with approximately 5,000 users and 70% of South Africa's listed REITs using their software.
buyer: MRI Software LLC
MRI Software is a leading provider of innovative real estate software applications and hosted solutions. MRI's comprehensive and flexible technology platform coupled with an open and connected ecosystem meets the unique needs of real estate businesses from property-level management to analytics. "
target: MDA Property Systems (Pty) Ltd.
After developing and delivering property management solutions for nearly three decades, MDA Property Systems is the acknowledged leader in Africa. MDA Property Manager provides comprehensive software for property and facility managers, with integrated accounting and real-time financial reporting.
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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)
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closed 11/7/2017 via PR Newswire

Acorns, acquired Vault Investments Inc.

synopsis: Acorns, the country's fastest-growing micro-investing app with more than 2.2 million investment accounts, has announced the strategic acquisition of Vault, a Portland-based tech company, which lets customers automatically invest part of their paycheck into a retirement fund.
buyer: Acorns
Acorns is the leading micro investing app in the U.S. It's easy-to-use, mobile-first technology makes it simple for anyone to set aside and invest life's spare money. Acorns allows customers to automatically invest in a low-cost, diversified portfolio of exchange-traded funds. "
target: Vault Investments Inc.
Vault is a Portland-based tech company which lets customers automatically invest part of their paycheck into a retirement fund.
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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 3/30/2016 via BNC Analysis

Indus Net Technologies, acquired Influx ERP Solutions Pvt. Ltd.

synopsis: Kolkata-based Indus Net Technologies has acquired ERP solutions provider, InFlux ERP. InFlux ERP is an ERP system for enterprises engaged in the business of brokerage & distribution of financial products that include mutual funds, insurance (both life & non-life), stocks, derivatives, commodities, and consumer finance.
buyer: Indus Net Technologies
Indus Net Technologies is an innovative IT Service, managed Outsourcing & Internet strategy company, with a unique combination of Creativity and Technology. They help corporations and governments with Cloud/Web based custom application development, Mobility and Digital marketing services. "
target: Influx ERP Solutions Pvt. Ltd.
InFlux ERP is a 360 degree ERP solution that ensures business performance optimization and boosts ROI. It is an ERP system for enterprises engaged in the business of brokerage & distribution of financial products such as Mutual Funds, Insurance, Stocks, derivatives, Commodities and consumer finance.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/8/2015 via BNC Analysis

Sustainalytics, will acquire ESG Analytics AG

synopsis: Sustainalytics, a leading provider of ESG and corporate governance research, ratings and analysis, announced that it has entered into a definitive agreement to acquire ESG Analytics, a Zurich-based provider of web-based solutions designed to assist asset managers and owners analyze and manage ESG risk and opportunity.
buyer: Sustainalytics
Headquartered in Amsterdam, Sustainalytics is an independent provider of Environmental, Social, and Governance (ESG) and corporate governance research, ratings and analytics, serving investors around the world with the development and implementation of responsible investment strategies. "
target: ESG Analytics AG
Founded in 2012, ESG Analytics is known for its practical cloud-based software that utilizes a comprehensive proprietary methodology to evaluate Environmental, Social, and Governance (ESG) metrics. The company is headquartered in Switzerland.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/12/2015 via GlobeNewswire

Diversified Global Graphics Group, acquired Digital Publishing Solutions, Inc.

synopsis: Diversified Global Graphics Group, a leading provider of global print, technology, and visual communication services, announced the acquisition of the assets of Digital Publishing Solutions, Inc. (DPSI). They are a leading provider of cloud based document management and automated publishing technology.
buyer parent: Arsenal Capital Partners
buyer: Diversified Global Graphics Group
Diversified Global Graphics Group provides visual communications solutions in strategic geographic markets including New York, London, Hong Kong, Tokyo, and more. It provides its graphic and interactive solutions to corporate, financial services, and pharmaceutical firms worldwide. "
target: Digital Publishing Solutions, Inc.
Founded in 2001, Digital Publishing Solutions, Inc. (DPSI) provides traditional document management, EDGAR filing and financial print services to leading mutual funds, financial institutions and public companies. They also provide DPSIDox a cloud-based document management technology platform.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/4/2014 via PR Newswire

Ipreo Holdings LLC, acquired Shareholder InSite

synopsis: Ipreo, a global leader of data, market intelligence and productivity solutions to capital markets and corporate professionals, announced its acquisition of Shareholder InSite, the premier provider of shareholder data management, analytics, reporting and valuation solutions for Alternative Asset managers and private companies in their portfolios.
buyer parent: Blackstone Group LP
buyer: 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. "
target: Shareholder InSite
Shareholder Insite, Inc. provides shareholder data management, deal analytics, and self-valuation software tools and solutions. They offer CapControls, a solution for portfolio companies for analyzing and managing shareholder data; and Qval, a platform for venture capital and private equity firms.
price ($mm)
rev ($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 11/13/2019 via Company Press Release

Alpha FMC, acquired Obsidian Solutions

synopsis: Alpha FMC, the leading global consultancy to the asset and wealth management industry, has acquired Obsidian Solutions, an all in one investor management framework with a proven track record helping hedge fund clients rapidly digitize operations, cut costs, and improve sales cycles.
buyer: Alpha FMC (AIM:AFM:$98.25)
Alpha FMC is the leading global consultancy to the asset and wealth management industry. Alpha FMC help asset and wealth management businesses use technology to turn goals into reality by supplying perspective, strategy, and technical expertise. "
target: Obsidian Solutions
Based in London, Obsidian Solutions is an all in one investor management framework with a proven track record helping hedge fund clients rapidly digitize operations, cut costs, and improve sales cycles.
price ($mm)
$3.65
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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