Like PreciseFP

closed 9/30/2021 via PR Newswire

Docupace Technologies, acquired PreciseFP

synopsis: Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, commenced the next phase of its strategic transformation with the announcement of its acquisition of PreciseFP, the wealth management industry's leading data gathering and client engagement solution.
buyer: Docupace Technologies
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform to reduce back-office expenses, improve efficiency, and strengthen recruiting. "
target: PreciseFP
PreciseFP is the wealth management industry's leading data gathering and client engagement solution. PreciseFP is an automated engagement and onboarding platform that enables users to gather, store and securely distribute client information online.
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announced 12/8/2021 via PR Newswire

FNZ UK Ltd., will acquire Appway

synopsis: FNZ, a global wealth management platform, will acquire Switzerland-based Appway, the leader in client onboarding and servicing for financial institutions. The acquisition gives FNZ significant technology expertise in enterprise-grade low-code no-code workflow automation with deep domain expertise across the entire wealth management value chain.
buyer parent: H.I.G. Capital
buyer: FNZ UK Ltd.
FNZ is a global wealth management platform that partners with the world's leading financial institutions to transform the way the industry serves its clients. FNZ provides an integrated technology, transaction and custody platform to wealth managers, banks, insurers and asset managers. "
target: Appway
Based in Switzerland, Appway is the leader in onboarding for financial services businesses. Appway offers certified, secure, Cloud-based software for client onboarding, servicing, and reviewing to firms from bespoke wealth managers to the largest global financial institutions.
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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.
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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.
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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:$1,627.96)
FactSet is a leading provider of financial data and analytic applications for investment management and investment banking professionals around the globe. FactSet offers instant access to financial data and analytics to thousands of analysts, portfolio managers, and investment bankers. "
target: Vermilion Software Ltd.
Vermilion Software is a leading international provider of client reporting software and services to investment managers in the global institutional asset management, retail and mutual fund, banking, pension, hedge fund, wealth management and insurance industries.
price ($mm)
$67
rev ($mm)
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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.
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closed 3/19/2021 via Company Press Release

A J Bell Holdings Limited, acquired Adalpha

synopsis: AJ Bell plc, one of the UK's largest investment platforms, is pleased to announce the acquisition of the Adalpha group of companies, including Ad Alpha Solutions Ltd. Adalpha is currently developing a mobile focused platform proposition for financial advisers.
buyer: A J Bell Holdings Limited (:$173.49)
AJ Bell, based in the UK, provides its clients and advisers with a ground-breaking blend of control, investment choice, low-cost delivery and online functionality. They are a privately owned and financially strong member of the London Stock Exchange. "
target: Adalpha
UK-based Adalpha is currently developing a simplified platform proposition for financial advisers delivered to customers via a mobile and tablet app. In essence, advisers will be provided with the software infrastructure they need to support an entirely digital service model for clients.
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closed 8/24/2022 via PR Newswire

SS&C Technologies, Inc., acquired Tier1 Financial Solutions

synopsis: SS&C Technologies Holdings, Inc. announced it has acquired the sell-side Tier1 CRM business and related assets from Tier1 Financial Solutions. Tier1 CRM is a leading provider of sell-side CRM solutions targeting capital markets and investment banks.
buyer: SS&C Technologies, Inc. (SSNC:$5,112.60)
SS&C is a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. "
target: Tier1 Financial Solutions
Based in Toronto, Canada, Tier1 CRM supplies CRM capabilities to sell-side financial services firms, including research, trading, and sales teams within capital markets groups, and provides a deal management CRM experience to investment banks.
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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.
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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.
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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:$4,589.00)
IHS Markit is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government. "
target parent: Blackstone Group LP
target: Ipreo Holdings LLC
Ipreo is a leading global provider of financial services technology, data and analytical services, supporting all participants in the capital-raising process, including sell-side professionals, finance officers at private and public companies, institutional investors, and asset managers.
price ($mm)
$1,855
rev ($mm)
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closed 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:$16,433.94)
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*
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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:$16,236.15)
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
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announced 8/29/2022 via BNC Analysis

N. Harris Computer Corporation, will acquire NexJ Systems, Inc.

synopsis: N. Harris Computer Corporation, a global vertical market software provider, will acquire NexJ Systems Inc., a provider of intelligent customer management software. NexJ provides cloud solutions that helps Wealth Management, Private Banking, Corporate and Commercial Banking, and Insurance firms to revolutionize their business.
buyer parent: Constellation Software, Inc.
buyer: N. Harris Computer Corporation
Based in Ontario, Harris (N. Harris Computer Corporation) acquires software companies, manages them using industry best practices, and builds them for the future. Harris operates more than 180 businesses worldwide, in more than twenty industries. "
target: NexJ Systems, Inc.
NexJ is a provider of intelligent customer management software. NexJ helps Wealth Management, Private Banking, Corporate and Commercial Banking, and Insurance firms revolutionize their business. Their cloud solutions enables businesses to boost client engagement and increase revenue.
price ($mm)[EV]
$9.36 [$5.27]
rev ($mm)
$12
EBITDA ($mm)
EV / rev
0.5x
EV / EBITDA
closed 6/6/2022 via BNC Analysis

Orion Advisor Solutions, acquired Redtail Technology

synopsis: Orion Advisor Solutions, a provider of transformative wealthtech solutions for fiduciary advisors, has acquired Redtail Technology, a leading web-based client relationship management (CRM) software firm serving the wealth management industry.
buyer parent: TA Associates
buyer: Orion Advisor Solutions
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. "
target: Redtail Technology
Founded in 2003, Redtail is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry.
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closed 4/7/2022 via BusinessWire

Cloud Theory, Inc. merged with InvestorFlow,

synopsis: InvestorFlow, Inc., a leading provider of cloud-based investor portals for alternative asset managers, announced that it has merged with Cloud Theory, Inc., a leading cloud-enabled enterprise Customer Relationship Management (CRM) software platform for alternative asset managers and investment banks.
buyer: InvestorFlow
InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. "
target: Cloud Theory, Inc.
Cloud Theory, Inc. is a leading cloud-enabled enterprise Customer Relationship Management (CRM) software platform for alternative asset managers and investment banks.
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announced 2/9/2022 via BNC Analysis

Gefen Technologies, will acquire Roeto Ltd

synopsis: Gefen Technologies, an Israeli company that transforms agent-based networks, will acquire Roeto, a SaaS based CRM platform for life insurers and financial planners in Israel. Roeto provides an advanced CRM that helps agents to simplify their work. Their platform provides a customer portal that allows agents to keep up to date with their customers.
buyer: Gefen Technologies
Gefen Technologies is an Israeli company that transforms agent-based networks. Gefen offers a SaaS platform that empowers insurance agents and financial advisors to thrive in a digital-first world. Their platform provides solutions for marketing, compliance, reporting, upselling, and more. "
target: Roeto Ltd
Roeto is a SaaS based CRM platform for life insurers and financial planners in Israel. Roeto provides an advanced CRM that helps agents to save time and simplify their work. Their platform provides a customer portal that allows agents to easily keep up to date with their customers.
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closed 12/22/2021 via Company Press Release

Pascal WealthTech Inc., acquired Living Wealth Media Inc.

synopsis: Toronto-based Pascal WealthTech has acquired Living Wealth Media Inc., a Canadian digital relationship marketing platform built and designed for wealth advisors. The acquisition of Living Wealth strengthens Pascal’s digital client engagement offering for financial advisors.
buyer: Pascal WealthTech Inc.
Based in Canada, Pascal WealthTech designs digital technology to empower financial advisors. Integrated and intuitive, the Pascal digital platform provides an end-to-end solution for independent advisors, family offices, portfolio managers, credit unions, and enterprise wealth management firms. "
target: Living Wealth Media Inc.
Based in Toronto, Living Wealth is a digital engagement platform exclusively designed and built to help deepen the relationship between wealth advisors and their most valued clients.
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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.
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closed 9/30/2021 via PR Newswire

Docupace Technologies, acquired PreciseFP

synopsis: Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, commenced the next phase of its strategic transformation with the announcement of its acquisition of PreciseFP, the wealth management industry's leading data gathering and client engagement solution.
buyer: Docupace Technologies
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform to reduce back-office expenses, improve efficiency, and strengthen recruiting. "
target: PreciseFP
PreciseFP is the wealth management industry's leading data gathering and client engagement solution. PreciseFP is an automated engagement and onboarding platform that enables users to gather, store and securely distribute client information online.
price ($mm)
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closed 9/30/2021 via PR Newswire

Docupace Technologies, acquired PreciseFP

synopsis: Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, commenced the next phase of its strategic transformation with the announcement of its acquisition of PreciseFP, the wealth management industry's leading data gathering and client engagement solution.
buyer: Docupace Technologies
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform to reduce back-office expenses, improve efficiency, and strengthen recruiting. "
target: PreciseFP
PreciseFP is the wealth management industry's leading data gathering and client engagement solution. PreciseFP is an automated engagement and onboarding platform that enables users to gather, store and securely distribute client information online.
price ($mm)
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closed 5/21/2021 via PR Newswire

Docupace Technologies, acquired jaccomo

synopsis: Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, has acquired jaccomo, a premier compliance, data integration, financial reporting, and advisor compensation accounting system.
buyer: Docupace Technologies
Docupace is a comprehensive, configurable platform. From automating client onboarding, document management, advisor transitions, and beyond, they have a range of solutions for broker-dealers and registered investment advisers (RIAs) looking to improve operations and reduce costs. "
target: jaccomo
jaccomo is a premier compliance, data integration, financial reporting, and advisor compensation accounting system. Their software improves the productivity and reduces the risks associated with operating financial services companies.
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closed 4/20/2016 via BusinessWire

Docupace Technologies, acquired Docupace Technologies

synopsis: Docupace Technologies LLC, a premier digital compliance and cyber security company in the financial services industry, completed its planned repurchase of the majority interest in the company previously held by RCS Capital Corporation.
buyer: Docupace Technologies
Docupace Technologies' management team includes founder, president and CEO Michael Pinsker; COO Kevin Laria; CTO Ron Wallis; CFO David Donell and more. "
target parent: RCS Capital
target: Docupace Technologies
Docupace Technologies is a provider of secure and compliant electronic processing platform for financial institutions and the wealth management industry. The company created and implemented the financial industry's first web-based SEC/FINRA compliant Straight-Through-Processing technology service.
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closed 4/20/2016 via BusinessWire

Docupace Technologies, acquired Docupace Technologies

synopsis: Docupace Technologies LLC, a premier digital compliance and cyber security company in the financial services industry, completed its planned repurchase of the majority interest in the company previously held by RCS Capital Corporation.
buyer: Docupace Technologies
Docupace Technologies' management team includes founder, president and CEO Michael Pinsker; COO Kevin Laria; CTO Ron Wallis; CFO David Donell and more. "
target parent: RCS Capital
target: Docupace Technologies
Docupace Technologies is a provider of secure and compliant electronic processing platform for financial institutions and the wealth management industry. The company created and implemented the financial industry's first web-based SEC/FINRA compliant Straight-Through-Processing technology service.
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announced 9/21/2011 via Company Press Release

MarkitSERV LLC, will acquire Logiscope Limited

synopsis: MarkitSERV, a leading electronic trade processing platform for OTC derivative transactions, announced that it has agreed to acquire Logicscope Limited, a leading provider of post-trade workflow solutions and straight-through-processing (STP) for foreign exchange (FX) transactions.
buyer parent: Markit Group Ltd.
buyer: MarkitSERV LLC
MarkitSERV LLC provides post-trade processing and workflow for over-the-counter derivative transactions worldwide. Its services include allocations, clearing, confirmation, connectivity, novation consent, and portfolio reconciliation. "
target parent: Dynamic IT Management Services Ltd.
target: Logiscope Limited
Logicscope Limited provides post-trade workflow enhancement and processing solutions. It offers multi-venue and multi-asset post-trade aggregation, transformation, and routing solutions to financial institutions.
price ($mm)
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announced 3/20/2020 via BNC Analysis

Piteco S.p.A., will acquire Everymake S.r.l.

synopsis: Piteco, Italian leader in the design and implementation of management solutions for Treasury and Financial Planning, will acquire Everymake S.r.l. Everymake offers cloud software products mostly for financial data matching as well as vertical solutions for the utilities sector.
buyer parent: DEDAGROUP S.p.A.
buyer: Piteco S.p.A. (BIT:PITE:$28.90)
Piteco S.p.A. is the leading software house in Italy in Corporate Treasury Management solutions and Financial Planning, with over 600 national and international groups active in all Industrial sectors (excluding Banks and P.A.). "
target: Everymake S.r.l.
Everymake S.r.l., based in Italy, offers cloud software products mostly for financial data matching as well as vertical solutions for the utilities sector, financial companies, consumer credit sector, financial leasing, factoring and related business sectors.
price ($mm)
$0.62
rev ($mm)
$1
EBITDA ($mm)
EV / rev
1.1x
EV / EBITDA
closed 10/1/2009 via

Fidelity National Information Services Inc., acquired Metavante Technologies, Inc.

synopsis: Fidelity National Information Services (FIS) has agreed an all stock deal worth around $2.94 billion to buy Metavante Technologies, creating the world's largest provider of integrated payment and financial processing services.
buyer parent: Fidelity National Financial, Inc.
buyer: Fidelity National Information Services Inc. (FIS:$9,241.00)
Fidelity National Information Services, Inc. is a leading provider of core financial institution processing, card issuer and transaction processing services, mortgage loan processing and related information products and outsourcing services. "
target: Metavante Technologies, Inc.
Metavante Corporation provides banking and payment technologies to financial services firms and businesses. Its products and services include account processing for deposit, loan, and trust systems, image based and conventional check processing, and electronic funds transfer.
price ($mm)[EV]
$2,894 [$4,575]
rev ($mm)
$1,710
EBITDA ($mm)
$424
EV / rev
2.7x
EV / EBITDA
10.9x
closed 10/2/2006 via Company Press Release

Ebix, Inc., acquired Finetre Corporation

synopsis: Ebix, Inc., a leading international developer and supplier of software and e-commerce solutions to the insurance industry, announced that it has signed an agreement to acquire Virginia based Finetre Corporation through a merger effective October 1, 2006. The closing is expected to occur on October 2, 2006.
buyer: Ebix, Inc. (EBIX:$570.76)
Ebix, Inc. is a leading international supplier of software and e-commerce solutions to the insurance industry. Ebix provides a series of application software products for the insurance industry ranging from carrier systems, agency systems and exchanges to custom software development. "
target: Finetre Corporation
Finetre Corporation is a Northern Virginia-based software technology firm focusing on transaction processing and compliance automation in the financial services industry. Finetre's AnnuityNet Platform currently processes 15,000 annuity transactions with a total value of nearly $1.5 billion monthly.
price ($mm)
$16
rev ($mm)
EBITDA ($mm)
EV / rev
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closed 9/14/2011 via BusinessWire

Fiserv, Inc., acquired CashEdge, Inc.

synopsis: Fiserv, Inc., the leading global provider of financial services technology solutions, announced the completion of its acquisition of CashEdge Inc., a leading provider of consumer and business payments technologies. CashEdge serves more than 500 clients, including strong representation in the large financial institution segment.
buyer: Fiserv, Inc. (FISV:$16,226.00)
Fiserv, Inc. is the leading global provider of information management and electronic commerce systems for the financial services industry, driving innovation that transforms experiences for financial institutions and their customers. "
target: CashEdge, Inc.
CashEdge is the leading provider of innovative payments and aggregation solutions to financial institutions. These include Popmoney® person-to-person (P2P) payments, "me-to-me" account transfers, account opening and funding, small business invoicing and payments, and financial account aggregation.
price ($mm)
$460
rev ($mm)
EBITDA ($mm)
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closed 5/17/2007 via BusinessWire

J.P. Morgan Chase & Co., acquired Xign Corp.

synopsis: JPMorgan Chase Bank, N.A. announced the closing of its acquisition of Xign Corporation, a leading provider of business-to-business on-demand financial settlement solutions. The business will be known as JPMorgan Xign Corporation. JPMorgan Chase has acquired the capital stock of Xign and the company’s technology, services and Order-to-Pay domain.
buyer: J.P. Morgan Chase & Co. (JPM:$121,685.00)
JPMorgan Chase & Co. is a leading global financial services firm with assets of $1.2 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services, financial transaction processing, asset and wealth management, and private equity. "
target: Xign Corp.
Xign Corporation operates a global settlement network for business. Xign's suite of on-demand applications is the first to automate the complete commerce cycle, from electronic order delivery to electronic invoice and payment processing, to streamline operations and monetize working capital.
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closed 9/6/2006 via PR Newswire

Mellon Financial Corporation, acquired ClearTran Inc

synopsis: Mellon Financial Corporation has acquired ClearTran, a leading provider of electronic and online bill payment solutions. As consumers continue to prefer the convenience of paying their bills from anywhere at any time, this acquisition complements Mellon's long-standing presence in the electronic and paper-based consumer receivables marketplace.
buyer: Mellon Financial Corporation (MEL:$0.00)
Mellon Financial Corporation is one of the world's leading providers of financial services for institutions, corporations and high net worth individuals, providing asset management, private wealth management, asset servicing, and payment solutions and investor services. "
target: ClearTran Inc
ClearTran meets an ever-increasing demand for flexible, comprehensive electronic and online bill payment solutions that are implemented quickly and without costly or time-consuming development work.
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closed 5/18/2022 via PR Newswire

SS&C Technologies, Inc., acquired MineralWare

synopsis: SS&C Technologies Holdings, Inc., a global provider of services and software, has acquired MineralWare, a mineral management software solution for financial institutions, foundations, high-net-worth individuals and family offices. MineralWare allows users to keep track of their assets, automate JIB statements, and manage their royalty income.
buyer: SS&C Technologies, Inc. (SSNC:$5,112.60)
SS&C is a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. "
target: MineralWare
MineralWare is a mineral management software solution for financial institutions, foundations, high-net-worth individuals and family offices. MineralWare is a cloud solution that allows users to keep track of all of their assets, automate JIB statements, and manage their royalty income.
price ($mm)
$18
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/15/2018 via PR Newswire

HashChain Technology Inc., acquired Node40, LLC

synopsis: HashChain Technology Inc. announced that the Company has completed the acquisition of blockchain technology company, NODE40 LLC. NODE40 Balance is a robust cryptocurrency reporting software that integrates directly with certain major cryptocurrency exchanges.
buyer: HashChain Technology Inc. (TSXV:KASH:$0.00)
HashChain is a blockchain technology company, and the first publicly traded Canadian cryptocurrency mining company to file a final prospectus supporting highly scalable and flexible mining operations across all major cryptocurrencies. "
target: Node40, LLC
NODE40 Balance is a robust cryptocurrency reporting software that integrates directly with certain major cryptocurrency exchanges. NODE40 uses a coin-holder's transaction history and analyzes the blockchain to determine accurate valuations for every input and output comprising a transaction.
price ($mm)
$7.09
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/16/2014 via GlobeNewswire

Top Image Systems, Ltd., acquired eGistics

synopsis: Top Image Systems, Ltd., a leading Enterprise Content Management and Business Process Management (BPM) solutions and Mobile Imaging Platform (MIP) provider, announced that it has acquired eGistics, a leading privately-owned provider of cloud-based solutions to the banking and payments market.
buyer: Top Image Systems, Ltd. (:$28.94)
Top Image Systems™ (TIS™) Ltd. is a leading innovator of enterprise solutions for managing and validating content entering organizations from various sources. Whether originating from mobile, electronic, paper or other sources, TIS' solutions deliver content across enterprise applications. "
target: eGistics
eGistics is a leading provider of private cloud solutions that streamline payments business processes. The eGistics private cloud solution automates the capture, management and delivery of documents and data in a highly secure, highly scalable and compliant environment.
price ($mm)
$18
rev ($mm)
$11
EBITDA ($mm)
$2
EV / rev
1.7x
EV / EBITDA
11.8x
closed 2/22/2011 via BusinessWire

Bottomline Technologies, acquired Direct Debit Limited

synopsis: Bottomline Technologies, a leading provider of collaborative payment, invoice and document automation solutions, has announced the acquisition of Direct Debit Limited, a London-based provider of payments automation software for direct debits and receivables management for corporations, banks, financial institutions and government organizations.
buyer: Bottomline Technologies (EPAY:$482.64)
Bottomline Technologies provides collaborative payment, invoice and document automation solutions to corporations, financial institutions and banks around the world. The solutions are used to streamline, automate and manage processes involving payments, invoicing, global cash management and more. "
target: Direct Debit Limited
Direct Debit Limited is a London-based provider of payments automation software for direct debits and receivables management for corporations, banks, financial institutions and government organizations.
price ($mm)
$11
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/19/2022 via PR Newswire

Gemini Trust Company, LLC, acquired BITRIA

synopsis: Gemini, a cryptocurrency exchange and custodian, has acquired BITRIA, a digital asset portfolio management platform for financial advisors and asset managers. BITRIA helps wealth managers and asset managers to engage in the digital asset ecosystem. Their platform allows advisors to better manage their client's crypto assets.
buyer: Gemini Trust Company, LLC
Gemini is a cryptocurrency exchange and custodian that allows customers to buy, sell, and store cryptos such as bitcoin, bitcoin cash, ether, zcash, and litecoin. Gemini is a New York trust company regulated by the New York State Department of Financial Services. "
target: BITRIA
BITRIA is a digital asset portfolio management platform for financial advisors and asset managers. BITRIA helps wealth managers and asset managers to engage in the digital asset ecosystem. Their platform allows advisors to better manage their client's crypto assets.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/16/2020 via BusinessWire

BitGo, acquired Lumina Technologies, Inc.

synopsis: BitGo, the leader in digital asset financial services, announced that it acquired Lumina, a comprehensive crypto-native financial platform. Lumina is trusted by leading investment funds, enterprises, and professionals who demand an institutional-grade solution.
buyer: BitGo
BitGo is the leader in digital asset financial services, providing institutional investors with security, custody, and liquidity solutions. BitGo processes over 20% of all global bitcoin transactions, and supports over 200 coins and tokens. "
target: Lumina Technologies, Inc.
Lumina is a comprehensive crypto-native financial platform. Lumina is trusted by leading investment funds, enterprises, and professionals who demand an institutional-grade solution. Their platform offers solutions for portfolio management, accounting and tax, pricing and transaction APIs, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/26/2022 via BNC Analysis

Amberdata, acquired Genesis Volatility

synopsis: Amberdata, a provider of digital asset data to financial institutions, has acquired Genesis Volatility, a crypto options and derivatives analytics firm. Genesis Volatility provides a suite of option analytics and volatility modeling tools that enable traders to monitor trade flows and find mis-pricings and high probability trades.
buyer: Amberdata
Amberdata is the leading provider of digital asset data. Amberdata delivers comprehensive data and insights into blockchain networks, crypto markets, and decentralized finance, empowering financial institutions with data for research, trading, risk, analytics, reporting, and compliance. "
target: Genesis Volatility
Genesis Volatility is a crypto options and derivatives analytics firm. Genesis Volatility provides a suite of option analytics and volatility modeling tools for the crypto currency asset class. Their tools enable traders to monitor trade flows and find mis-pricings and high probability trades.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/28/2022 via Company Press Release

Kaiko, acquired Kesitys

synopsis: Kaiko, the leading cryptocurrency market data provider for institutional investors and enterprises, is expanding its offering in quantitative analytics solutions by acquiring Kesitys, a provider of quantitative decision tools for risk optimization in cryptocurrency markets.
buyer: Kaiko
France-based Kaiko is the leading cryptocurrency market data provider for institutional investors and enterprises. They empower market participants with accurate, transparent, and actionable financial data to be leveraged for a range of market activities. "
target: Kesitys
Based in France, Kesitys is a provider of quantitative decision tools for risk optimization in cryptocurrency markets. Kesitys was founded in 2018 after two years of research and development in Ecole Polytechnique’s Applied Mathematics laboratory.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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