Like AssetLock

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 6/10/2020 via BusinessWire

Tegra118, acquired RetireUp

synopsis: Tegra118, a top provider of wealth and asset management technology solutions, has acquired RetireUp, a leading provider of retirement planning technology. The acquisition will help advisors enrich their client relationships with powerful retirement income planning through a seamless, modern experience.
buyer parent: Motive Partners
buyer: Tegra118
Tegra118 is a provider of software solutions to the wealth and asset management industry with a vast network of broker-dealers, asset managers, and custodians and trading interfaces. Its platform provides portfolio management, trading, accounting, rebalancing, and reporting for managed accounts. "
target: RetireUp
RetireUp is a provider of integrated retirement income planning solutions built to strengthen the client-advisor relationship. With powerful tools, actuarial-level product modeling, data integration, and an automated forms system, RetireUp facilitates more meaningful client-advisor conversations.
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 6/20/2018 via BNC Analysis

Fi360, Inc., acquired Center for Fiduciary Management

synopsis: Fi360, a fiduciary education, training and technology company, has acquired the Center for Fiduciary Management (CFFM), an investment management technology provider for retirement plan advisors. CFFM's FiRM solution features investment monitoring, document storage, plan fee analysis, investment line-up comparison, and more.
buyer parent: Bluff Point Associates
buyer: Fi360, Inc.
Fi360 is a fiduciary education, training and technology company that helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. The firm provides professionals with the tools they need to act as a fiduciary in their work with investors. "
target: Center for Fiduciary Management
The Center for Fiduciary Management (CFFM) provides the retirement plan industry with investment monitoring services. Their FiRM solution features investment monitoring, document storage, and more. Their RFP Director solution makes the Retirement Service Provider RFP process efficient and easy.
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
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
closed 10/22/2019 via BNC Analysis

Wealthbar, acquired Snap Projections Inc.

synopsis: WealthBar Financial Services Inc., a leading Canadian wealth management platform and a subsidiary of CI Financial Corp., has acquired Snap Projections Inc. Based in Ontario, Snap Projections offers intuitive financial planning software that helps wealth professionals build customized wealth and retirement plans for their clients.
buyer parent: CI Financial Corp.
buyer: Wealthbar
WealthBar is a leading Canadian online wealth management and financial planning platform offering easy online investing portfolios and low-fee Exchange-Traded Funds, along with unlimited commission-free advice. "
target: Snap Projections Inc.
Ontario-based Snap Projections helps financial advisors, planners and wealth managers educate their clients to help them make better financial decisions through a simple yet powerful and easy to use financial and retirement planning software solution.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/21/2017 via PR Newswire

Covisum, acquired PrairieSmarts

synopsis: Two companies are joining forces to offer financial advisors powerful risk analytics with retirement planning solutions. PrairieSmarts' advanced risk management platform for financial services professionals has been acquired by Covisum, a retirement income planning technology and training solution.
buyer: Covisum
Covisum provides financial advisors with software, training and support to deliver retirement income plans that improve the lives of clients by facilitating better retirement decisions. Their core product offerings include Social Security Timing and Tax Clarity. "
target: PrairieSmarts
PrairieSmarts helps investors and financial firms find success by providing the most intuitive, advanced and bias-free risk management platform in the world. Founded in 2013, PrairieSmarts provides advanced and digestible insights into financial risk using some of the world's best risk algorithms.
price ($mm)
rev ($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 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 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 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 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 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
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 7/1/2020 via PR Newswire

Simplicity Group Holdings, acquired The Annuity & Life Source, Inc.

synopsis: Simplicity Group Holdings, one of the nation's largest financial product distribution companies, has acquired The Annuity Source, Inc., an independent financial marketing organization. The acquisition will help Simplicity advance its business efficiencies, marketing resources, and product offerings.
buyer: Simplicity Group Holdings
Simplicity Group Holdings is one of the nation's largest financial product distribution companies. Simplicity provides annuity, life insurance, and investment solutions to independent insurance professionals, financial advisors, and their clients through its operating subsidiaries. "
target: The Annuity & Life Source, Inc.
The Annuity & Life Source, Inc. is an independent financial marketing organization. The company provides customers and their clients a competitive advantage of marketing and sales resources, industry expertise, and exclusive access to comprehensive industry information.
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
announced 2/14/2020 via BusinessWire

Arch Capital Group Ltd., will acquire Precision Marketing Asia Pacific

synopsis: Arch Reinsurance, a wholly owned subsidiary of Arch Capital Group Ltd., has entered into an agreement in principle to obtain a majority stake in Precision Marketing Asia Pacific, an Australian company that provides data-driven marketing solutions to banks, insurance companies, retailers and health care organizations across the Asia-Pacific region.
buyer: Arch Capital Group Ltd. (ACGL:$6,928.20)
Arch Capital Group Ltd., a Bermuda-based company, provides insurance, reinsurance and mortgage insurance on a worldwide basis through its wholly owned subsidiaries. Arch Worldwide Reinsurance Group, a part of Arch Capital Group Ltd., provides reinsurance to its clients around the globe. "
target: Precision Marketing Asia Pacific
Precision Marketing Asia Pacific (PMAP) is an Australian company that provides data-driven marketing solutions to banks, insurance companies, retailers and health care organizations across the Asia-Pacific region.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/15/2020 via PR Newswire

Integrity Marketing Group, acquired The Brokerage Resource

synopsis: Integrity Marketing Group, LLC, the nation's largest independent distributor of life and health insurance products, announced it has acquired The Brokerage Resource, an insurance marketing organization headquartered in North Carolina. They are recognized for their knowledge and experience in the life and health insurance space.
buyer: Integrity Marketing Group
Integrity Marketing Group is the nation's leading independent distributor of life and health insurance products focused on serving the Senior Market. Integrity develops and distributes life and health insurance products with insurance carrier partners. "
target: The Brokerage Resource
The Brokerage Resource is an insurance marketing organization headquartered in North Carolina. They are recognized for their knowledge and experience in the life and health insurance space.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/23/2017 via Company Press Release

Barkley, acquired Meers Advertising

synopsis: Barkley announced that it is starting a dedicated group focused specifically on the health and finance sectors. As part of the initiative, Meers Advertising will join Barkley. Meers Advertising specializes in brands that protect the financial security of everyday people, in sectors such as health insurance and financial services.
buyer: Barkley
Barkley offers a full range of marketing communications services including advertising, public relations, cause branding, sponsorships and events, relationship marketing, social media, design, media planning and buying, motion graphics, research and interactive marketing. "
target: Meers Advertising
Meers Advertising specializes in brands that protect the financial security of everyday people. Brands in categories like insurance and financial services, to put a fine point on it. Meers knows how to connect these brands to their customers, even the elusive ones.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/10/2017 via PR Newswire

Dressander|BHC, acquired Vick & Associates

synopsis: A leading independent financial marketing organization, Dressander|BHC (DBHC) has acquired another prominent FMO, Vick & Associates, as part of its growth plans. DBHC supports agents and financial advisors in providing solutions and products to help clients meet and protect their retirement-planning needs.
buyer parent: Futurity First Financial Corporation
buyer: Dressander|BHC
Dressander|BHC represents many annuity & life insurance companies and has access to the most of the industry's distribution products. It provides lead-generation systems, marketing strategies & tools, and turnkey seminar solutions to help independent producers see people and close business. "
target: Vick & Associates
Vick & Associates, Inc. is a National Marketing Organization for life and annuities, representing some of the most competitive and financially stable insurance companies in the industry. They provide marketing and sales support for successful financial advisors across the country.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/9/2019 via PR Web

Steep Digital, acquired Automated Advisor

synopsis: Steep Digital Marketing, a digital-marketing agency, has acquired Automated Advisor, a company that helps entrepreneurial minded advisors design and implement automated marketing and business development strategies that allow clients to grow a predictable, efficient, and scalable business, while increasing revenue year over year.
buyer: Steep Digital
Steep Digital Marketing is a digital-marketing agency specializing in seminar promotion and lead generation for financial advisors. Steep Digital Marketing has grown to support more than 300 financial advisors by promoting education seminar events in every state of the U.S. "
target: Automated Advisor
Automated Advisor helps entrepreneurial minded advisors design and implement automated marketing and business development strategies that allow clients to grow a predictable, efficient, and scalable business, while increasing revenue year over year.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/15/2018 via PR Newswire

Mill Point Capital, acquired Affinion Insurance Solutions

synopsis: Mill Point Capital, a middle-market private equity firm focused on control-oriented investments, has acquired Affinion Insurance Solutions (AIS) from Affinion Group, one of the world's leading loyalty and customer engagement solutions companies. AIS is a leading provider of marketing and insurance administration expertise to financial institutions.
buyer parent: Millstein & Co., L.P.
buyer: Mill Point Capital
Mill Point Capital is a middle-market private equity firm focused on control-oriented investments in strong and established businesses looking to grow, as well as businesses undergoing transition. Their focus areas include business services and industrial investments in North America. "
target parent: Apollo Global Management
target: Affinion Insurance Solutions
Affinion Insurance Solutions (AIS) is a leading business services platform with deep expertise in the distribution, marketing and administration of a broad range of simplified, guaranteed-issue insurance products. The Company serves over 3,200 financial institutions and affinity associations.
price ($mm)
$550
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/8/2016 via PR Newswire

Evolutionize merged with 10X Studios,

synopsis: Evolutionize, a company that helps financial advisors grow their firms by providing high-impact, integrated marketing solutions, has merged with 10X Studios, one of the leading content marketing firms in Chicago.
buyer: 10X Studios
10X Studios is one of the leading content marketing firms in Chicago. They increase a company's ability to engage customers, collect leads and increase revenue. "
target: Evolutionize
Evolutionize helps financial advisors grow their firms by providing high-impact, integrated marketing solutions. Evolutionize is one of the leading practice marketing firms in the US specializing in marketing services for independent advisor firms.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/25/2015 via PR Newswire

Good2Go Auto Insurance, Inc., acquired Value Group Direct, LLC

synopsis: Value Group Direct (VGD), a full-service advertising agency specializing in direct response marketing, announced they've joined Independent Insurance Investments, Inc., the owner of Good2Go Auto Insurance and American Independent Insurance Companies. VGD will join the Good2Go team while retaining their current management team and Paoli, PA offices.
buyer parent: Inverness Management LLC
buyer: Good2Go Auto Insurance, Inc.
Good2Go offers affordable car insurance online to the non-standard automobile insurance market to help uninsured drivers get the car insurance they need to drive legally. Good2Go specializes in minimum liability car insurance, and also offers collision and comprehensive coverage. "
target: Value Group Direct, LLC
Based in Paoli, PA, Value Group Direct is a full-service advertising agency specializing in direct response marketing. Solutions across all marketing mediums include strategic planning; creative & design; production; media planning, buying & analysis; and database marketing and segmentation.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 10/1/2018 via BusinessWire

eLocal, will acquire Ring Router

synopsis: eLocal, a leading provider of performance-based advertising for local, regional and national service businesses, announced they have reached agreement to acquire Ring Router, a revolutionary marketing solution that routes live calls from people interested in buying a business' products or services, directly to their phone.
buyer: eLocal
eLocal is a profitable, fast growing 10 year old internet advertising company whose mission is to connect consumers with local businesses, with a particular specialization in the home services and legal verticals. "
target: Ring Router
Ring Router is a revolutionary marketing solution that routes live calls from people interested in buying a business' products or services, directly to their phone.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/23/2015 via GlobeNewswire

ExlService Holdings, Inc., acquired RPM Direct LLC

synopsis: EXL, a leading business process solutions company, announced that it has acquired RPM Direct, LLC. RPM specializes in analyzing large consumer data sets to segment populations, predict response rates, forecast customer lifetime value, design and execute targeted, multi-channel marketing campaigns.
buyer: ExlService Holdings, Inc. (EXLS:$786.25)
EXL is a leading business process solutions company that looks deeper to drive business impact through integrated services and industry knowledge. EXL provides operations management, decision analytics and technology platforms. "
target: RPM Direct LLC
RPM Direct is a technology-enabled database, data analytics, and marketing solutions company focused exclusively around the needs of the insurance and healthcare companies. RPM has focused on the insurance industry, including property & casualty, life and health, since its inception in 2001.
price ($mm)
$51
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/22/2011 via PR Newswire

Bankrate, Inc., acquired InsWeb Corporation

synopsis: Bankrate, Inc. announced that it has successfully completed the acquisition of substantially all of the assets of InsWeb Corporation relating to InsWeb's insurance lead generation and marketing business. InsWeb owns and operates a network of leading insurance marketplace and education websites.
buyer parent: Apax Partners
buyer: Bankrate, Inc. (RATE:$459.34)
Bankrate is a leading publisher, aggregator and distributor of personal finance content on the Internet. Bankrate provides consumers with proprietary, fully researched, comprehensive, independent and objective personal finance editorial content across multiple vertical categories. "
target: InsWeb Corporation
InsWeb Corp owns and operates a network of leading insurance marketplace and education websites. InsWeb's primary properties include InsWeb.com, InsuranceRates.com, LocalInsuranceAgents.com, MedHealthInsurance.com and AgentInsider.com.
price ($mm)[EV]
$65 [$64]
rev ($mm)
$52
EBITDA ($mm)
$3
EV / rev
1.2x
EV / EBITDA
22.0x
announced 6/30/2015 via PR Newswire

Genstar Capital LLC, will acquire AWL

synopsis: Great Hill Partners and Genstar Capital announced the sale of All Web Leads (AWL) to Genstar Capital. AWL is the premier customer acquisition marketing business focused on the U.S. property and casualty, health, and life insurance markets.
buyer: Genstar Capital LLC
Genstar Capital is a leading private equity firm that has been actively investing in high quality companies. Genstar works in partnership with its management teams and its network of operating executives and strategic advisors to transform its portfolio companies into industry-leading businesses. "
target parent: Great Hill Partners LLC
target: AWL
AWL (All Web Leads) is the premier Customer Acquisition Marketing business focused on the U.S. insurance industry, delivering tens of thousands of high-intent, qualified consumers to their customers every day.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/26/2012 via PR Newswire

Retail Benefits, acquired My HSA Rewards

synopsis: Retail Benefits announced the acquisition of My HSA Rewards, an innovative program that allows employees to use cash back from shopping to reduce healthcare costs. My HSA Rewards pioneered the ability for individuals to easily fund their Health Savings Accounts simply by depositing cash back rewards they earned while shopping online.
buyer: Retail Benefits
Retail Benefits uses proprietary technology to merge the affiliate online marketing space with the employee benefit world, non-profit fund raising and loyalty sectors, creating a flexible platform that can be used to offer an infinite number of employee or customer incentives. "
target: My HSA Rewards
My HSA Rewards is a smart cash rewards program that helps save money for current and future healthcare costs. How it works is simple: users earn cash in return for your every day spending, which is then deposited into their Healthcare Savings Account.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/1/2019 via PE Hub

Osceola Capital Management, LLC, acquired 360 Quote LLC

synopsis: Osceola Capital Management, LLC, a lower middle market private equity firm focused on services businesses, announced that it has completed the acquisition of 360 Quote, LLC. 360 Quote operates lead generation websites in the insurance segment, with a focus on auto insurance websites including CarInsuranceComparison.com and AutoInsurance.org.
buyer: Osceola Capital Management, LLC
Osceola Capital is a Tampa-based private equity firm with over $100 million of capital under management, focused on making control investments in the lower middle-market. "
target: 360 Quote LLC
360 Quote is a digital media company with a 10+ year track record of high performance in the competitive online insurance lead generation market. Some of their flagship brands include AutoInsurance.org and CarInsuranceComparison.com among many others.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/5/2018 via Company Press Release

Insurance Technologies Corporation, acquired AccuAgency

synopsis: Insurance Technologies Corporation, a provider of websites, marketing, rating and management software and services, announced it has acquired AccuAgency, an insurance technology provider in the southeastern United States.  AccuAgency offers an auto insurance comparative rating system, an agency management system and a website platform.
buyer parent: Accel-KKR
buyer: Insurance Technologies Corporation
The Insurance Technologies Corporation (“ITC”), based in Carrollton, TX, provides a national comparative rating network, agency management software, websites and agency marketing software to the insurance industry. "
target: AccuAgency
AccuAgency's product offerings include AccuAuto, its auto insurance comparative rating system; AccuAgency, its agency management system; and AgencyThrive, its website platform.
price ($mm)
rev ($mm)
EBITDA ($mm)
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EV / EBITDA
closed 2/13/2019 via Company Description

Savanta, acquired Wealth-X Custom Research

synopsis: Savanta announced the acquisition of the research division of Wealth-X (formerly Ledbury Research). Based in Singapore, Wealth-X Custom Research leverages their database of the world’s wealthiest individuals, with their proprietary wealth models, to provide clients with bespoke data and insight to fuel strategic decision making.
buyer parent: Next 15
buyer: Savanta
Based in London. Savanta's offerings include: data collection and analysis – with access to 100m respondents through its proprietary technology platform; bespoke research and consulting – consisting of tailored tools structured in industry and methodology practices; and intelligence products. "
target parent: Wealth-X
target: Wealth-X Custom Research
Based in Singapore, Wealth-X Custom Research leverages their database of the world’s wealthiest individuals, as well as their proprietary wealth models, to provide clients within the wealth management, financial, and luxury industries with bespoke data and insight to fuel strategic decision making.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/19/2015 via PR Newswire

Wealth-X, acquired Ledbury Research

synopsis: Wealth-X announced that it has acquired Ledbury Research, the preeminent wealth market research and advisory firm, based in London. The acquisition bolsters Wealth-X's position as the global authority in wealth intelligence, providing sales, marketing, strategy and compliance solutions to clients.
buyer: Wealth-X
Wealth-X is the world's authority on wealth intelligence, providing sales, marketing, strategy and compliance solutions to clients in the financial services, luxury, not-for-profit and education sectors. "
target: Ledbury Research
Ledbury Research was founded in 2003 and specialises in delivering market research on wealthy consumers and their advisors. For more than a decade, Ledbury has worked with many of the leading brands in wealth management and the luxury goods industries.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/17/2013 via BusinessWire

Brian Unlimited Distribution Company, acquired South Shore Venture Enterprises LLC

synopsis: Budco announced that it has acquired South Shore Venture Enterprises LLC. South Shore specializes in direct marketing to senior citizens and represents 38 Medicare Advantage and Medicare Supplement plans. The addition of South Shore expands Budco's footprint in the healthcare and insurance vertical markets.
buyer parent: Glencoe Capital LLC
buyer: Brian Unlimited Distribution Company
Budco is a leading provider of end-to-end marketing solutions to Fortune 100 companies. As The Dialogue Company, Budco helps clients build strong relationships with business and consumer audiences by facilitating ongoing, two-way communication through leading-edge technology. "
target: South Shore Venture Enterprises LLC
South Shore is a consulting firm with national strategic partners that provide turn-key services as well as direct mail, premiums and phone services for national companies. South Shore specializes in marketing to seniors.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/4/2013 via PR Newswire

The CHR Group, acquired Stan Adler Associates

synopsis: The CHR Group, an integrated marketing services holding company, announced that it acquired Stan Adler Associates (SAA). Stan Adler Associates (SAA) focuses primarily on the strategic marketing needs of mutual funds, investment managers, hedge funds, asset management firms, real estate investment trusts and real estate leasing and management firms.
buyer: The CHR Group
The CHR Group is an independent, globally oriented marketing services holding company. The firm has a unique vision on the evolution of the agency holding company and has been built and designed from the ground up to answer today's evolving client needs. "
target: Stan Adler Associates
Stan Adler Associates (SAA) focuses primarily on the strategic marketing needs of mutual funds, investment managers, hedge funds, asset management firms, real estate investment trusts and real estate leasing and management firms.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/10/2018 via BusinessWire

Vested, acquired Templars Communications

synopsis: Vested, the fastest-growing public relations agency in the world, has acquired Templars Communications, a strategic financial communications agency in the UK with clients including Tavistock Investments and Multrees. Templars represent a broad range of financial services companies, including investment houses and pension providers.
buyer: Vested
Named the world’s fastest growing public relations agency, Vested is an integrated communications firm focused on the future of finance. Vested’s approach merges deep financial expertise with creativity to deliver award-winning, integrated campaigns for their global clienteles. "
target: Templars Communications
Templars Communications is a strategic financial communications agency based in the UK with clients including Tavistock Investments and Multrees. They represent a broad range of financial services companies, including investment houses, pension providers and alternative finance providers.
price ($mm)
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EV / EBITDA

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