Like rplan ltd

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 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
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:$4,449.00)
IHS Markit is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government. "
target parent: Blackstone Group LP
target: Ipreo Holdings LLC
Ipreo is a leading global provider of financial services technology, data and analytical services, supporting all participants in the capital-raising process, including sell-side professionals, finance officers at private and public companies, institutional investors, and asset managers.
price ($mm)
$1,855
rev ($mm)
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:$1,913.85)
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:$1,307.71)
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 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:$1,157.21)
FactSet is a leading provider of financial data and analytic applications for investment management and investment banking professionals around the globe. FactSet offers instant access to financial data and analytics to thousands of analysts, portfolio managers, and investment bankers. "
target: Vermilion Software Ltd.
Vermilion Software is a leading international provider of client reporting software and services to investment managers in the global institutional asset management, retail and mutual fund, banking, pension, hedge fund, wealth management and insurance industries.
price ($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 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:$4,669.30)
SS&C provides investment and financial software-enabled services and software focused on the financial services industry. Some 10,000 financial services organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services. "
target: Varden Technologies
Varden Technologies, Inc. is a privately-held, Boston-based, investment technology firm with two business lines: proprietary software and technical consultancy. Varden offers a platform called eReportal, which is an auditable and workflow-driven client communications system.
price ($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 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 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 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
announced 5/12/2020 via BusinessWire

iCapital Network, will acquire Artivest

synopsis: iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, will acquire Artivest, one of the most innovative technology companies for accessing and investing in alternatives.
buyer: iCapital Network
iCapital Network powers the world’s alternative investment marketplace. Its financial technology platform transforms the way alternative investments are bought and sold through the development of tech-based solutions for advisors, their high-net-worth client base, asset managers, and banks. "
target: Artivest
Artivest transforms the way financial advisors and investors access, evaluate, and invest in private equity, real assets, and hedge funds. The company's platform delivers a streamlined digital experience for investors to transact directly with a wide selection of high-quality private alternatives.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/1/2020 via PR Newswire

SS&C Technologies, Inc., will acquire Innovest Systems, LLC

synopsis: SS&C Technologies Holdings, Inc., a global provider of investment and financial software-enabled services and software, announced it has entered into a definitive agreement to acquire Innovest Systems, a company that builds systems for trust accounting, payments and unique asset servicing on modern, web-based technology.
buyer: SS&C Technologies, Inc. (SSNC:$4,669.30)
SS&C is a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. "
target parent: Bluff Point Associates
target: Innovest Systems, LLC
Innovest is a leading provider of financial technology solutions delivered to trust, wealth management, and retirement professionals. Their solutions empower clients to acquire new customers, invest assets effectively, manage trust & investment portfolios efficiently, & report results to customers.
price ($mm)
$120
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/30/2019 via Company Press Release

Crosskey Banking Solutions Ab Ltd, acquired Model IT Oy

synopsis: Crosskey, a leading supplier of services and systems to the Nordic financial industry focusing on banks, card issuers, asset managers and fund managers, has acquired all shares in the Finnish software company Model IT. Based in Finland, Model IT provides innovative software solutions and advisory services in the financial sector.
buyer parent: Ålandsbanken
buyer: Crosskey Banking Solutions Ab Ltd
Crosskey combines big-league IT capabilities with flexibility, engagement and a personal touch. They make it easier to create new revenue from financial services, getting users to market faster with the right offering. They have offices in Mariehamn, Stockholm, Helsinki and Turku. "
target: Model IT Oy
Based in Finland, Model IT provides innovative software solutions and advisory services in the financial sector. They work with asset managers, insurance companies and banks. Their main focus is in two products OneFactor – Wealth Management Platform and cFrame – Financial Modelling Framework.
price ($mm)
rev ($mm)
$2
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 8/23/2019 via BNC Analysis

Bravura Solutions Limited, acquired Midwinter Financial Services

synopsis: ASX-listed financial software vendor Bravura Solutions has acquired financial planning software-as-a-service provider Midwinter. Sydney-based Midwinter develops the financial planning software AdviceOS, which offers back office administration for financial advisers and self-directed digital advice portals for superannuation funds.
buyer: Bravura Solutions Limited (:$178.02)
Bravura Solutions is a leading provider of software solutions for the wealth management, life insurance and fund administration industries, underpinned by functionally rich technology that enables modernisation, consolidation and simplification. "
target: Midwinter Financial Services
Sydney-based Midwinter develops the financial planning software AdviceOS, which offers back office administration for financial advisers and self-directed digital advice portals for superannuation funds.
price ($mm)
$34
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/14/2019 via BNC Analysis

Octopus Capital Ltd, will acquire Seccl Technology Limited

synopsis: London-based Octopus Group, a financial services and energy firm, will acquire Seccl Technology Limited. Based in Bath, Seccl uses its open API custody solution to help financial advisers, wealth managers, discretionary fund managers, and fintechs deliver faster, cheaper, and more flexible platform solutions to manage and administer clients’ money.
buyer: Octopus Capital Ltd
Octopus is a group of entrepreneurially-minded businesses and is one of the UK’s fastest-growing companies, operating in two sectors—financial services and energy supply. Octopus has over 750,000 customers, and their investments have put more than £8 billion into the UK economy. "
target: Seccl Technology Limited
UK-based Seccl provides a Software as a Service technology solution for businesses authorised to manage client money including Stockbrokers, Platforms, and Discretionary Wealth Managers. Seccl also offers outsourced custody services for Discretionary Fund Managers, Wealth Managers, Adviser and more.
price ($mm)
$12
rev ($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
announced 5/30/2019 via Company Press Release

Silverfleet Capital, will acquire Microgen Financial Systems

synopsis: Aptitude Software Group, leading provider of business-critical software and services, has entered into an agreement to sell its wholly-owned subsidiary, Microgen Financial Systems ("MFS"), to Moscow Bidco Limited, a private limited company controlled by Silverfleet Capital. MFS develops and implements its software for the financial services sector.
buyer: Silverfleet Capital
Silverfleet Capital is a leading, independent, European private equity firm specialising in mid-market buyouts. They utilise this expertise to help their portfolio companies make bolt-on acquisitions and to achieve strong organic growth. "
target parent: Aptitude Software Group plc
target: Microgen Financial Systems (LSE:MCGN:$46.57)
Microgen Financial Systems develops, implements and supports its own market-leading software for the financial services sector. They offer a range of financial services technology systems focused on the global Wealth Management sector and also provides Application Management services.
price ($mm)
$65
rev ($mm)
$23
EBITDA ($mm)
EV / rev
2.8x
EV / EBITDA
closed 5/15/2019 via BNC Analysis

Midwinter Financial Services, acquired InvestmentLink

synopsis: Midwinter, an Australian financial advice technology company, has acquired InvestmentLink from AllMyFunds, an Australian private holding company. InvestmentLink is an Australian technology solutions provider that helps financial services organisations interact and transact with their distribution channels, partners and customers.
buyer: Midwinter Financial Services
Midwinter is an Australian financial advice technology company. Midwinter provides cutting edge financial planning software packages for the financial services and superannuation industries. Their clients include banks, government institutions, superannuation funds, and small independent practices. "
target parent: All My Funds
target: InvestmentLink
InvestmentLink is an Australian technology solutions provider that helps financial services organisations interact and transact with their distribution channels, partners and customers. Their platform allows users to connect to over 300 funds, platforms, wraps, banks and credit card providers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/18/2019 via BusinessWire

iPipeline, Inc., acquired BlueSun, Inc.

synopsis: iPipeline, a leading provider of cloud-based software solutions for the financial services industry, has announced the acquisition of Bluesun, a leading provider of software solutions to the life insurance and financial services industry in Canada.
buyer parent: Thoma Bravo, LLC
buyer: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through their SaaS-based new business acquisition platform, they accelerate and simplify sales, compliance, operations and support. "
target: BlueSun, Inc.
Bluesun is a leading provider of software solutions to the financial services industry. Bluesun’s mission is to deliver painless software solutions to its clients. This means easy-to-use, intuitive software, with hassle-free installation and responsive, class-leading service.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/1/2019 via BusinessWire

Envestnet, Inc., acquired MoneyGuide Pro

synopsis: Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, acquired PIEtech, Inc., the creator of the MoneyGuide family of financial planning applications. MoneyGuide is a leading goals-based financial planning application used by financial advisors.
buyer: Envestnet, Inc. (ENV:$900.13)
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives. "
target: MoneyGuide Pro
PIEtech, Inc. is the creator of the MoneyGuide family of financial planning applications. MoneyGuide is a leading goals-based financial planning application used by financial advisors.
price ($mm)
$500
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/28/2018 via BusinessWire

Majesco, acquired Exaxe

synopsis: Majesco, a global leader of cloud insurance technology, announced the acquisition of Exaxe, an EMEA based cloud software leader in the life, pensions and wealth management segment. Their suite of solutions help life assurers to develop and implement strategies to meet the challenges presented by the shift to SaaS based digital platforms.
buyer: Majesco (:$146.45)
Majesco is a leading insurance solutions and services provider. Majesco's software for core insurance functions include Policy Administration, Underwriting, New Business Processing, Billing, Claims, Product Modeling, Incentive Compensation and Producer Lifecycle Management. "
target: Exaxe
Exaxe is a leading provider of digital solutions to the life, annuity and wealth management sectors. Its innovative suite of solutions help life assurers to develop and implement strategies to meet the challenges and opportunities presented by the shift to SaaS based digital platforms.
price ($mm)
$8.06
rev ($mm)
$4
EBITDA ($mm)
EV / rev
3.1x
EV / EBITDA
closed 10/17/2018 via PR Newswire

Compliance Solutions Strategies, acquired TradeChannel AB

synopsis: Compliance Solutions Strategies ("CSS"), the leading global RegTech platform backed by CIP Capital, has acquired TradeChannel, a leading provider of post-trade regulatory reporting, data and systems integration software to the financial services industry. TradeChannel is based in Stockholm, Sweden.
buyer parent: CIP Capital
buyer: Compliance Solutions Strategies
Compliance Solutions Strategies (CSS) is a leading provider of technology-enabled regulatory and compliance solutions to the financial services industry. The CSS platform is comprehensive, offering regulatory reporting, data management, outsourced compliance management and more. "
target: TradeChannel AB
TradeChannel is a leading software company that assists the Nordic financial community with post-trade regulatory reporting, data and systems integration software solutions. Its client base includes major Nordic asset managers, pension funds, banks and insurance companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/21/2018 via BNC Analysis

Sargon, will acquire Decimal Software

synopsis: Financial technology and infrastructure company, Sargon, has announced an agreement to acquire 100 per cent of the issued shares in Decimal Software. Decimal's white label platform enables omni-channel support, real-time compliance and the ability for enterprises to offer an extended range of advice products.
buyer: Sargon
Sargon provides financial institutions and entrepreneurs with the technology and infrastructure they need to successfully build and grow investment funds and financial products. Founded in 2013, Sargon operates across Australia, New Zealand and Hong Kong. "
target: Decimal Software (ASX:DSX:$0.78)
Decimal's white label platform enables omni-channel support, real-time compliance and the ability for enterprises to offer an extended range of advice products. This includes, but isn't limited to savings, mortgage, insurance, retirement savings, straight investment and post retirement products.
price ($mm)[EV]
$4.45 [$4.38]
rev ($mm)
$1
EBITDA ($mm)
EV / rev
4.1x
EV / EBITDA
closed 6/6/2018 via PR Newswire

Invesco Ltd., acquired Intelliflo

synopsis: Invesco Ltd. has acquired Intelliflo, a market-leading UK provider of adviser-focused digital solutions. Intelliflo is the No. 1 technology platform for financial advisers in the UK. Intelliflo's Intelligent Office software platform is the backbone of the UK wealth sector, assisting financial advisers across the full advice journey.
buyer: Invesco Ltd. (IVZ:$5,630.50)
Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. Invesco directs all of their intellectual capital, global strength and operational stability toward helping clients achieve their objectives. "
target: Intelliflo
Based in the UK, Intelliflo offers a Web-based business management software solution for small and large financial services businesses. Intelliflo's software platform is used in the UK wealth sector, supporting financial advisers across the full advice journey.
price ($mm)
rev ($mm)
$20
EBITDA ($mm)
$6
EV / rev
0.0x
EV / EBITDA
0.0x
closed 1/2/2018 via BusinessWire

Envestnet, Inc., acquired FolioDynamix

synopsis: Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, announced that it has acquired FolioDynamix, a provider of integrated wealth management technology solutions. FolioDynamix provides an end-to-end technology solution paired with a suite of advisory tools.
buyer: Envestnet, Inc. (ENV:$900.13)
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises to fully understand their clients. "
target parent: Actua Corporation
target: FolioDynamix
FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services.
price ($mm)
$195
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/5/2017 via GlobeNewswire

SEI Investments, acquired Archway Technology Partners, LLC

synopsis: SEI, a global provider of investment processing, investment management, and investment operations solutions, has acquired Archway Technology Partners, a technology firm whose software solution supports the accounting, investment management and reporting functions for family offices, private banks, private wealth advisors and fund administrators.
buyer: SEI Investments (SEIC:$1,427.27)
SEI is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. "
target: Archway Technology Partners, LLC
Archway Technology Partners is a technology firm whose software solution supports the accounting, investment management and reporting functions for family offices, private banks, and private wealth advisors. They help private wealth management firms better serve their ultra-high-net-worth clients.
price ($mm)
$80
rev ($mm)
$18
EBITDA ($mm)
$4
EV / rev
4.9x
EV / EBITDA
24.4x
closed 2/27/2017 via Company Press Release

Microgen Plc, acquired Primacy Corporation

synopsis: Microgen plc is pleased to announce the acquisition of Primacy Corporation (‘Primacy’) from the Kelly Family Trust. Primacy is a Toronto-based provider of software to the Trust & Fund Administration market and will be integrated into the Microgen Financial Systems business.
buyer: Microgen Plc (LSE:MCGN:$89.10)
Microgen is the owner of two software businesses, Aptitude Software and Microgen Financial Systems. Aptitude Software serves enterprise CFOs in a range of industries, helping them to streamline finance operations. Microgen Financial Systems offers a range of financial services technology systems. "
target parent: Kelly Family Charitable Trust
target: Primacy Corporation
Primacy is a Toronto-based provider of software to the Trust & Fund Administration market. It was created to address the expansive needs of private banks and offshore trusts to better serve the growing demands of their clients in the wealth management sector.
price ($mm)
$4.27
rev ($mm)
$2
EBITDA ($mm)
EV / rev
2.8x
EV / EBITDA
closed 11/4/2016 via PR Newswire

Broadridge Financial Solutions, Inc., acquired M&O Systems, Inc.

synopsis: Broadridge Financial Solutions, Inc. has expanded its wealth management and U.S. Department of Labor Fiduciary Rule compliance capabilities with the acquisition of M&O Systems, Inc., a leading provider of advisor compensation management solutions that help broker-dealers and wealth management firms support advisors and grow their businesses.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,338.00)
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge provides investor communications, securities processing and operations outsourcing solutions. "
target: M&O Systems, Inc.
Founded in 1977, M&O Systems, Inc. is a leading provider of compensation, sales management, regulatory and business process solutions for retail and institutional broker-dealers, registered investment advisors and insurance agencies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

Like rplan ltd


read more

rplan ltd

SalesStation

Investrack

Ipreo Holdings LLC

Ipreo Holdings LLC

Ipreo Holdings LLC

Securefact

DealSite Inc.

CCUBE

AdvisorEngine

Grendel

AssetLock

DealCloud

Kronos Technologies

Vermilion Software Ltd.

Salentica Systems Inc.

eMoney Advisor, Inc.

Wealthcraft Systems Inc.

Interactive Advisory Software

Varden Technologies

read more

rplan ltd

read more

rplan ltd

read more

rplan ltd

CCUBE

Artivest

Innovest Systems, LLC

Model IT Oy

Midwinter Financial Services

Seccl Technology Limited

Grendel

Microgen Financial Systems

InvestmentLink

BlueSun, Inc.

MoneyGuide Pro

Exaxe

TradeChannel AB

Decimal Software

Intelliflo

FolioDynamix

Archway Technology Partners, LLC

Primacy Corporation

M&O Systems, Inc.

Geography
Matching Companies
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
2020
rev ($mm)
$38.04
EBITDA ($mm)
$2.96
EBIT ($mm)
$1.05
Net Income ($mm)
$0.18
Employees
0
  • drill down
  • watch
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
rev ($mm)
$0.49
EBITDA ($mm)
($1.70)
EBIT ($mm)
($1.74)
Net Income ($mm)
Employees
880
  • drill down
  • watch
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.
year
2016
rev ($mm)
$32.55
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: PT
 
 
 
 
 
 
 
 
PINTEC
PINTEC
PINTEC is a leading independent technology platform enabling financial services in China. With its mission to "Power the Future of Finance", PINTEC aims to advance financial services by providing customizable and modular fintech solutions to its financial and business partners.
year
2018
rev ($mm)
$156.10
EBITDA ($mm)
$13.41
EBIT ($mm)
$12.65
Net Income ($mm)
$0.96
Employees
432
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Censof Holdings Berhad
Censof, an investment holding company, develops and markets financial management software in Malaysia and Indonesia. It operates Financial Management Software Solution, Payment Aggregation Solutions, Wealth Management Solutions, Training Solution, and Information Communication Technology segments.
year
2018
rev ($mm)
$18.80
EBITDA ($mm)
($1.81)
EBIT ($mm)
($1.93)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: BLK
 
 
 
 
 
 
 
 
BlackRock, Inc.
BlackRock, Inc.
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. They help clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares®, and more.
year
2019
rev ($mm)
$13,880.00
EBITDA ($mm)
$5,602.00
EBIT ($mm)
$5,300.00
Net Income ($mm)
$4,199.00
Employees
0
  • drill down
  • watch
Ticker: MORN
 
 
 
 
 
 
 
 
Morningstar, Inc.
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.
year
2020
rev ($mm)
$1,244.10
EBITDA ($mm)
$251.90
EBIT ($mm)
$184.60
Net Income ($mm)
$142.70
Employees
6896
  • drill down
  • watch
Ticker: MKTX
 
 
 
 
 
 
 
 
MarketAxess Holdings, Inc.
MarketAxess Holdings, Inc.
MarketAxess operates a leading, institutional electronic trading platform delivering expanded liquidity opportunities, improved execution quality and significant cost savings across global fixed-income markets.
year
2020
rev ($mm)
$615.14
EBITDA ($mm)
$350.02
EBIT ($mm)
$321.32
Net Income ($mm)
$262.94
Employees
527
  • drill down
  • watch
Ticker: AIM:BRY
 
 
 
 
 
 
 
 
Brady plc
Brady plc
Brady plc is the leading provider of software solutions for global commodity trading. They offer a choice of trading and risk management applications designed to enable producers, financial organisations and trading companies to manage their commodity transactions in an integrated solution.
year
2017
rev ($mm)
$39.97
EBITDA ($mm)
($2.65)
EBIT ($mm)
($3.47)
Net Income ($mm)
Employees
253
  • drill down
  • watch
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.
year
2016
rev ($mm)
$32.55
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: ASX:PPS
 
 
 
 
 
 
 
 
Praemium
Praemium
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.
year
2014
rev ($mm)
$15.31
EBITDA ($mm)
$0.88
EBIT ($mm)
$0.60
Net Income ($mm)
Employees
85
  • drill down
  • watch
Ticker: INIX.PK
 
 
 
 
 
 
 
 
iFinix Corporation
iFinix Corporation
Ifinix is a leading global provider of financial and business information to professionals and active individual investors. Building on a 20-year legacy of delivering time-sensitive financial information, Ifinix provides streaming, real-time market data, news and analytics.
year
2011
rev ($mm)
$0.54
EBITDA ($mm)
($0.26)
EBIT ($mm)
($0.27)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: ASX:RD1
 
 
 
 
 
 
 
 
Registry Direct
Registry Direct
Registry Direct is an Australian provider of share registry software. Registry Direct offers a cloud-based software solution that streamlines registry management. Registry Direct enables companies to take control of their share registry, engage their team and increase transparency for all users.
year
2019
rev ($mm)
$0.37
EBITDA ($mm)
($0.96)
EBIT ($mm)
($0.96)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: FXIT
 
 
 
 
 
 
 
 
Forex International Trading Corp.
Forex International Trading Corp.
Forex International Trading develops the next generation of Forex trading platforms. 4XINT Trader is an advanced online trading platform for the Forex market.
year
2011
rev ($mm)
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: TSXV:ALY
 
 
 
 
 
 
 
 
AnalytixInsight
AnalytixInsight
AnalytixInsight Inc's Big Data Analytics platform helps transform data into narratives. Their flagship product Capital Cube provides high-quality financial research and content for investors, information providers, finance portals and media.
year
2016
rev ($mm)
$1.66
EBITDA ($mm)
($1.51)
EBIT ($mm)
($1.64)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: AIM:SOG
 
 
 
 
 
 
 
 
StatPro Group PLC
StatPro Group PLC
StatPro is a global provider of award winning portfolio analytics solutions for the investment community. The Group's cloud-based platform provides vital analysis of portfolio performance, attribution, risk and compliance.
year
2019
rev ($mm)
$69.47
EBITDA ($mm)
$8.50
EBIT ($mm)
$4.94
Net Income ($mm)
Employees
285
  • drill down
  • watch
Ticker: GB:FFA.GB
 
 
 
 
 
 
 
 
FFastFill plc
FFastFill plc
FFastFill is the leading provider of Software as a Service to the global derivatives community, using the latest developments in technology to automate trade flow processes across a firm's front, middle and back offices.
year
2011
rev ($mm)
$24.91
EBITDA ($mm)
$6.69
EBIT ($mm)
$3.39
Net Income ($mm)
$2.90
Employees
  • drill down
  • watch
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
rev ($mm)
$0.49
EBITDA ($mm)
($1.70)
EBIT ($mm)
($1.74)
Net Income ($mm)
Employees
880
  • drill down
  • watch