Like Olicc Technologies Pty Ltd.

closed 3/27/2013 via BNC Analysis

Revex Solutions Pty Ltd, acquired Olicc Technologies Pty Ltd.

synopsis: John Brabender Director of Revex Solutions Pty Ltd and its affiliated company CommCentral Pty Ltd has announced the acquisition of business intelligence and revenue management system Olicc. The Olicc software will provide access to a new and broader client base and improve the service offering to existing clients.
buyer: Revex Solutions Pty Ltd
Revex is an innovative and progressive financial technology business. Central to its marketplace offer is providing financial services professionals and organisations, revenue and fee cycle management software solutions to assist with the business process and obligations of FoFA. "
target parent: Rubik Financial Limited
target: Olicc Technologies Pty Ltd.
Olicc Technologies is a business intelligence and revenue management system. It reveals a company's key business metrics, activity and revenue, and includes a sophisticated referral management system.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/13/2021 via PR Newswire

Outreach, acquired Canopy.io

synopsis: Outreach, the first and only engagement and intelligence platform, has acquired Canopy.io, a revenue intelligence software company. With this acquisition, Outreach significantly expands its capabilities into revenue intelligence, giving revenue leaders the sales analytics and forecasting capabilities they need in the modern sales environment.
buyer: Outreach
Outreach is the largest and fastest-growing sales intelligence and engagement platform provider that helps companies dramatically increase productivity and drive smarter, more insightful engagement with their customers. "
target: Canopy.io
Canopy a revenue intelligence software company. Canopy's Augmented Revenue Intelligence platform combines active deal monitoring, bottoms-up forecasting workflows, and AI & Machine Learning driven statistical models to provide organizations with comprehensive sales analytics and forecasting data.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/26/2010 via BusinessWire

Open Solutions Inc., acquired The Weiland Financial Group, Inc.

synopsis: Open Solutions Inc., a leading provider of integrated enabling technologies for financial service providers, announced the acquisition of The Weiland Financial Group, Inc. (WFG), an award-winning provider of financial account-management solutions for financial institutions and Fortune 1000 companies.
buyer parent: Providence Equity Partners Inc.
buyer: Open Solutions Inc.
Open Solutions Inc. offers a fully featured strategic product platform that integrates core data processing applications built on a single centralized Oracle® relational database, with Internet banking, cash management, CRM/business intelligence, wealth management and many more. "
target: The Weiland Financial Group, Inc.
The Weiland Financial Group, Inc. is the leading provider of bank account management and analysis solutions for corporations and financial institutions. WFG’s software suites allow customers to process, generate, and analyze electronic and paper account analysis billing statements.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/3/2021 via BusinessWire

Vision33, Inc., acquired iDocuments

synopsis: Vision33, a global IT professional services consultancy, has acquired iDocuments, a web-based software solution in the UK that helps businesses to work smarter and more efficiently. iDocuments software automates purchasing, expenses, time tracking and billing to minimise costs, improve productivity, and maximise existing IT investments.
buyer: Vision33, Inc.
Vision33 is a global IT professional services consultancy that solves customer business challenges. They partner with organizations to understand their vision and help them reach it with the right blend of strategy, consulting, and technology. "
target: iDocuments
iDocuments is a web-based software solution in the UK that helps businesses to work smarter and more efficiently. iDocuments software automates purchasing, expenses, time tracking and billing to minimise costs, improve productivity, and maximise existing IT investments.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/4/2017 via PR Newswire

Epicor Software Corporation, acquired docStar

synopsis: Epicor Software Corporation, a global provider of enterprise software to promote business growth, acquired docSTAR, an award-winning developer of document management software. docSTAR enables streamlining of business processes with smart enterprise content management, document management, automated accounts payable and electronic forms technology.
buyer parent: Apax Partners
buyer: Epicor Software Corporation
Epicor Software Corporation provides industry-specific business software designed around the needs of manufacturing, distribution, retail, and services organizations. With over 40 years of experience serving small, midmarket and large enterprises, Epicor has more than 20,000 customers. "
target: docStar
docSTAR provides collaborative enterprise content management and automated Accounts Payable solutions to streamline business processes for organizations of any size.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/16/2020 via BNC Analysis

Doxim Solutions, acquired Striata, Inc.

synopsis: Global digital communication and security specialist Striata announced the sale of its business to customer communications and engagement technology company Doxim. Striata, Inc. provides secure document delivery, electronic communications & eMarketing solutions.
buyer parent: GI Partners
buyer: Doxim Solutions
Doxim is the customer communications and engagement technology leader serving financial and regulated markets, providing omnichannel document solutions and transforming experiences to strengthen engagement throughout the entire lifecycle. "
target: Striata, Inc.
Striata, Inc. provides secure document delivery, electronic communications & eMarketing solutions. Their electronic delivery solutions dramatically increase customer adoption of paperless bills, statements, policies, marketing & other high volume system-generated documents.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/3/2019 via PR Newswire

Integrim, acquired Logikia

synopsis: Document automation specialist INTEGRIM is proud to announce the acquisition of Logikia, a Canadian provider of accounts payable automation solutions. Powered by artificial intelligence (AI), Logikia solutions operate based on industry best practices.
buyer: Integrim
Integrim offers a comprehensive range of business process automation services and solutions for all manner of paper and electronic documents. Their solutions enable clients to trim costs and eliminate paper, while enhancing the productivity of administrative resources. "
target: Logikia
Based in Canada, Logikia is helping organizations to go paperless and to automate documents (Accounts Payable, PO, HR documents, Contrat, ect) entry into their ERP. Logikia also automate the matching and validation of the documents.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/20/2018 via GlobeNewswire

DrillingInfo Inc., will acquire Cortex Business Solutions

synopsis: Cortex Business Solutions Inc. (“Cortex”), a North American network-as-a-service e-invoicing solutions provider, announced that it has entered into an arrangement agreement under which Drilling Info, Inc. ("Drillinginfo"), a portfolio company of Genstar Capital Partners, LLC, has agreed to acquire all of the outstanding shares of Cortex.
buyer parent: Genstar Capital LLC
buyer: DrillingInfo Inc.
Drillinginfo delivers business-critical insights to the energy, power, and commodities markets. Its state-of-the-art SaaS platform offers sophisticated technology, powerful analytics, and industry-leading data. Drillinginfo’s solutions deliver value across upstream, midstream and downstream markets."
target: Cortex Business Solutions (TSXV:CBX:$9.24)
Cortex is a service-centric, digital transformation solutions provider focused on revolutionizing B2B document exchange. They help businesses save time and money by replacing traditional paper-based manual systems with AP and AR invoice automation.
price ($mm)
$34
rev ($mm)
$9
EBITDA ($mm)
$1
EV / rev
3.6x
EV / EBITDA
23.8x
announced 5/3/2018 via PR Web

Sovos Compliance, will acquire TrustWeaver

synopsis: Sovos, a provider of tax software, will acquire Sweden-based TrustWeaver, a provider of cloud software that helps businesses authenticate and archive electronic documents for VAT audit purposes. TrustWeaver allows organizations to execute their ERP, workflow and archiving strategies in adherence to laws governing transactions and auditability.
buyer parent: HgCapital
buyer: Sovos Compliance
Sovos is a provider of software that safeguards businesses from the burden and risk of modern tax. The Sovos Intelligent Compliance Cloud is a secure and reliable cloud software platform to create a global solution for tax determination, e-invoicing compliance and tax reporting. "
target: TrustWeaver
Sweden-based TrustWeaver provides a cloud-based compliance service for electronic invoicing and other legally critical documents. TrustWeaver allows organizations to execute their ERP, workflow and archiving strategies with guaranteed adherence to laws governing transactions and auditability.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/2/2017 via PR Web

Sovos Compliance, acquired Paperless

synopsis: Global tax compliance and reporting software leader Sovos announced that it has acquired Chile-based Paperless. Paperless is the world’s largest eReceipts and eDocuments company, processing more than two billion transactions across more than 40,000 third-party systems in 2016.
buyer parent: HgCapital
buyer: Sovos Compliance
Sovos is a global leader in tax compliance and business-to-government reporting software. The Sovos Intelligent Compliance Cloud combines world-class regulatory analysis with a cloud software platform to create an adaptable, connected and global compliance solution. "
target: Paperless
Paperless is the leading electronic receipts and electronic document management company in Latin America. For more than 14 years, Paperless has provided long term, scalable solutions that are easily implemented into over 40,000 systems.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/17/2017 via Company Press Release

AMCS Group, acquired Senddr

synopsis: AMCS, the leading supplier of integrated software and vehicle technology for the waste, recycling and resource management sector, has acquired the Dublin, Ireland, based software developer Senddr. Senddr allows businesses of all sizes to exchange structured data, such as invoices and purchase orders.
buyer: AMCS Group
AMCS is the leading supplier of integrated software and vehicle technology for the waste, recycling and material resources industries. "
target: Senddr
Senddr is a transaction exchange that securely transfers documents between a wide variety of financial and operational systems. Senddr is used to manage the transfer of unstructured data between internal and third party systems.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/22/2014 via BusinessWire

ServiceSource Corporation, acquired Scout Analytics

synopsis: ServiceSource®, the global leader in recurring revenue management, announced that it has acquired Scout Analytics®, a leading provider of predictive analytics for subscription businesses.
buyer: ServiceSource Corporation (SREV:$262.65)
ServiceSource is the global leader in cloud-based recurring revenue management solutions. They help customers drive growth and build long-standing relationships across the customer lifecycle with the industry’s most comprehensive data management, analytics, automation and services capabilities. "
target parent: Ignition Partners
target: Scout Analytics
Scout Analytics is the leader in digital revenue optimization, enabling publishers to increase their average revenue per user (ARPU) by as much as 10-15 percent. Scout Analytics' SaaS-based application leverages patent-pending behavioral analytics technology to target and monetize user engagement.
price ($mm)
$33
rev ($mm)
$5
EBITDA ($mm)
EV / rev
6.0x
EV / EBITDA
closed 5/24/2017 via GlobeNewswire

CallidusCloud, acquired RevSym Inc.

synopsis: Callidus Software, a global leader in cloud-based sales, marketing, learning and customer experience solutions, announced that it has acquired RevSym, a cloud solution focused on the management of revenue and incentives in the new world of ASC 606. RevSym is the only pure cloud solution that takes into account the commissions aspect of the process.
buyer: CallidusCloud (CALD:$239.66)
Callidus Software Inc., doing business as CallidusCloud, is the global leader in cloud-based sales, marketing, learning and customer experience solutions. It enables organizations to accelerate and maximize their lead to money process with a complete suite of solutions. "
target: RevSym Inc.
RevSym is an end-to-end revenue recognition automation software platform. RevSym's efficient cloud-based platform collects data from ERP, creates accounting schedules based on the configured revenue policies, and then publishes data back to the ERP general ledger.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/10/2017 via GlobeNewswire

Zuora Inc., will acquire Leeyo Software Inc.

synopsis: Zuora, Inc., the leading provider of subscription commerce, billing and finance solutions, announced that it has signed a definitive agreement to acquire Leeyo Software Inc., the undisputed leader in revenue recognition automation.
buyer: Zuora Inc.
Zuora's solution allows any business in any industry to launch or shift products to subscription, implement new pay-as-you-go pricing and packaging models, gain new insights into subscriber behavior, open new revenue streams, and disrupt market segments to gain competitive advantage. "
target: Leeyo Software Inc.
Leeyo Software, Inc. is the leading provider of software for revenue cycle automation. The company was founded by seasoned accounting and IT professionals to help equip powerful and effective revenue teams in any business – from emerging to global enterprises.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/12/2016 via Company Press Release

Model N, Inc., will acquire Revitas

synopsis: Model N, Inc., a provider of cloud-based revenue management solutions to life sciences, technology and manufacturing companies, announced it has signed a definitive agreement to acquire Revitas, Inc., a provider of life sciences revenue management software.
buyer: Model N, Inc. (MODN:$106.97)
Model N is the pioneer and leading provider of Revenue Management cloud solutions for the Life Sciences and High Technology industries. Model N helps its customers maximize their revenues by maximizing sell time, revenues per opportunity and number of opportunities. "
target: Revitas
Revitas is the industry leader in integrating contract, revenue, and compliance management for improved business outcomes. Revitas products deliver integrated solutions for contracts, pricing, and compliance that drive higher profitability and lower risk.
price ($mm)
$60
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/16/2020 via Company Press Release

LiveRamp, acquired Acuity Data

synopsis: LiveRamp, the leading data connectivity platform for the safe and effective use of data, has acquired Acuity Data, a French provider of SaaS-based revenue management solutions for the FMCG industry. Acuity Data helps manufacturers and retailers to identify pockets of growth and margin improvement from their data.
buyer: LiveRamp (NYSE:RAMP:$429.55)
LiveRamp is the leading data connectivity platform for the safe and effective use of data. LiveRamp enables companies and their partners to better connect, control, and activate data to transform customer experiences and generate more valuable business outcomes. "
target: Acuity Data
Acuity Data is a French provider of SaaS-based revenue management solutions for the FMCG industry. Acuity Data helps manufacturers and retailers to identify pockets of growth and margin improvement from their data. The platform uses AI to generate real time recommendations based on relevant data.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/12/2022 via Company Press Release

Litera Corp, acquired PS/Ship

synopsis: Litera, a global leader in legal technology solutions, has acquired PS/Ship, a shipping management solution for the modern workplace. PS/Ship makes shipping and inbound package tracking faster and easier. Their product suite features specialized tools that work together to streamline shipping and invoice management across the organization.
buyer parent: HgCapital
buyer: Litera Corp
Litera has been a global leader in legal technology for 25+ years, helping legal teams work more efficiently, accurately, and competitively. As a leader in document workflow, collaboration, and data management solutions, they empower legal teams with technology for managing all their data. "
target: PS/Ship
PS/Ship is a shipping management solution for the modern workplace. PS/Ship makes shipping and inbound package tracking faster, easier, and less expensive. Their product suite features specialized tools that work together to streamline shipping and invoice management across the organization.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/27/2021 via BNC Analysis

Cyberlux Corporation, acquired Kreatx SHPK

synopsis: Cyberlux Corporation, a trusted provider of Advanced Lighting Systems and Infrastructure Solutions, has acquired Kreatx SHPK, a developer of innovative software solutions in Albania. Kreatx provides efficient SaaS solutions for data management, E-Invoicing, CRM, digital archiving, document management, accounting, HR management and more.
buyer: Cyberlux Corporation (OTCPK:CYBL:$3.09)
Cyberlux Corporation is a trusted provider of Advanced Lighting Systems and Infrastructure Solutions for Military, Government and Commercial Organizations. Cyberlux produces light-weight, portable battery-powered advanced LED lighting systems for the Department of Defense. "
target: Kreatx SHPK
Kreatx is a developer of innovative software solutions in Albania. Kreatx provides efficient and accessible SaaS solutions for businesses in various industries. They offer software for data management, E-Invoicing, CRM, digital archiving, document management, accounting, HR management and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/7/2021 via GlobeNewswire

FreshBooks (Canada), acquired FastBill GmbH

synopsis: FreshBooks, a leading cloud accounting software provider with paying customers in 160+ countries, has announced the acquisition of FastBill, one of Germany's leading cloud accounting and invoicing software solutions.
buyer: FreshBooks (Canada)
FreshBooks is a leading cloud accounting software provider with paying customers in 160+ countries. Its owner-first accounting platform takes an easy-to-use approach to managing finances, billing, payments, and client engagement. "
target: FastBill GmbH
FastBill is one of Germany's leading cloud accounting and invoicing software solutions. They help self-employed professionals, small businesses, and startups maintain better control of their finances through electronic invoice management, reporting, and access to tax advisory services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/15/2021 via BNC Analysis

Monterro, acquired Moment Team AS

synopsis: Monterro, a leading B2B software investor in Norway, has acquired a majority stake in Moment, a leading provider of cloud based administration systems for project-based businesses in Norway. Moment's software provides solutions for project management, time tracking, invoicing, quality assurance, and more.
buyer: Monterro
Stockholm-based Monterro is the leading B2B software investor in the Nordics, with a mission to turn Nordic software companies into market leaders. Their team has successfully developed and led companies such as Pointsec, Episerver, and Orc Software. "
target: Moment Team AS
Moment is a leading provider of cloud based administration systems for project-based businesses in Norway. Moment enables businesses to take full control of their projects and resources. Their software provides solutions for project management, time tracking, invoicing, quality assurance, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/27/2013 via BNC Analysis

Revex Solutions Pty Ltd, acquired Olicc Technologies Pty Ltd.

synopsis: John Brabender Director of Revex Solutions Pty Ltd and its affiliated company CommCentral Pty Ltd has announced the acquisition of business intelligence and revenue management system Olicc. The Olicc software will provide access to a new and broader client base and improve the service offering to existing clients.
buyer: Revex Solutions Pty Ltd
Revex is an innovative and progressive financial technology business. Central to its marketplace offer is providing financial services professionals and organisations, revenue and fee cycle management software solutions to assist with the business process and obligations of FoFA. "
target parent: Rubik Financial Limited
target: Olicc Technologies Pty Ltd.
Olicc Technologies is a business intelligence and revenue management system. It reveals a company's key business metrics, activity and revenue, and includes a sophisticated referral management system.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/27/2013 via BNC Analysis

Revex Solutions Pty Ltd, acquired Olicc Technologies Pty Ltd.

synopsis: John Brabender Director of Revex Solutions Pty Ltd and its affiliated company CommCentral Pty Ltd has announced the acquisition of business intelligence and revenue management system Olicc. The Olicc software will provide access to a new and broader client base and improve the service offering to existing clients.
buyer: Revex Solutions Pty Ltd
Revex is an innovative and progressive financial technology business. Central to its marketplace offer is providing financial services professionals and organisations, revenue and fee cycle management software solutions to assist with the business process and obligations of FoFA. "
target parent: Rubik Financial Limited
target: Olicc Technologies Pty Ltd.
Olicc Technologies is a business intelligence and revenue management system. It reveals a company's key business metrics, activity and revenue, and includes a sophisticated referral management system.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/30/2021 via PR Newswire

Docupace Technologies, acquired PreciseFP

synopsis: Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, commenced the next phase of its strategic transformation with the announcement of its acquisition of PreciseFP, the wealth management industry's leading data gathering and client engagement solution.
buyer: Docupace Technologies
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform to reduce back-office expenses, improve efficiency, and strengthen recruiting. "
target: PreciseFP
PreciseFP is the wealth management industry's leading data gathering and client engagement solution. PreciseFP is an automated engagement and onboarding platform that enables users to gather, store and securely distribute client information online.
price ($mm)
rev ($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 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 6/20/2018 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 10/31/2017 via PR Newswire

SS&C Advent, acquired Modestspark

synopsis: SS&C Technologies Holdings, Inc. announced its acquisition of Modestspark through its subsidiary SS&C Advent. Modestspark is a leading digital service provider to financial advisors and wealth management firms. Modestspark has more than 400 current clients. Modestspark offers client portal and client experience enrichment tools.
buyer parent: SS&C Technologies, Inc.
buyer: SS&C Advent (ADVS:$403.28)
SS&C Advent is the leading provider of technology solutions and services for the investment management industry worldwide, including independent advisors, wealth and institutional asset managers, family offices, hedge funds, funds of funds, fund administrators, and private equity firms. "
target: Modestspark
Modestspark is a leading digital service provider to financial advisors and wealth management firms. Modestspark has more than 400 current clients and offers client portal and client experience enrichment tools. Modestspark uses their clients' existing portfolio management systems to power apps.
price ($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:$1,627.96)
FactSet is a leading provider of financial data and analytic applications for investment management and investment banking professionals around the globe. FactSet offers instant access to financial data and analytics to thousands of analysts, portfolio managers, and investment bankers. "
target: Vermilion Software Ltd.
Vermilion Software is a leading international provider of client reporting software and services to investment managers in the global institutional asset management, retail and mutual fund, banking, pension, hedge fund, wealth management and insurance industries.
price ($mm)
$67
rev ($mm)
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 6/26/2011 via BNC Analysis

DWS Advanced Business Solutions Limited, acquired Taten

synopsis: DWS Advanced Business Solutions Ltd (DWS) announced that it has acquired Taten. Taten has a current portfolio of Financial Services clients utilising its advanced internet solutions; iApply, iPublish, D2B and My2Ic.
buyer: DWS Advanced Business Solutions Limited (ASX:DWS:$121.57)
DWS Advanced Business Solutions Ltd is a leading Australian IT services company. Focused on being the leader in the provision of end-to-end IT solutions, DWS designs, develops, manages and maintains software solutions and IT environments for its clients. "
target: Taten
Taten helps many businesses become highly profitable and engaging enterprises by providing innovative technology that significantly reduces administration costs and increases marketing effectiveness. Taten created the Taten Financial DataHub, a unique internet based software framework.
price ($mm)
$0.32
rev ($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
closed 3/19/2021 via Company Press Release

A J Bell Holdings Limited, acquired Adalpha

synopsis: AJ Bell plc, one of the UK's largest investment platforms, is pleased to announce the acquisition of the Adalpha group of companies, including Ad Alpha Solutions Ltd. Adalpha is currently developing a mobile focused platform proposition for financial advisers.
buyer: A J Bell Holdings Limited (:$173.49)
AJ Bell, based in the UK, provides its clients and advisers with a ground-breaking blend of control, investment choice, low-cost delivery and online functionality. They are a privately owned and financially strong member of the London Stock Exchange. "
target: Adalpha
UK-based Adalpha is currently developing a simplified platform proposition for financial advisers delivered to customers via a mobile and tablet app. In essence, advisers will be provided with the software infrastructure they need to support an entirely digital service model for clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/24/2020 via BusinessWire

iPipeline, Inc., acquired Impact Financial Systems

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

SS&C Advent, will acquire Investrack

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

IHS Markit Ltd., acquired Ipreo Holdings LLC

synopsis: Ipreo, a leading financial services solutions and data provider, was acquired by IHS Markit, a world leader in critical information, analytics and solutions. IHS Markit is acquiring the business from private equity funds managed by Blackstone and by the Goldman Sachs Merchant Banking Division.
buyer: IHS Markit Ltd. (INFO:$4,589.00)
IHS Markit is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government. "
target parent: Blackstone Group LP
target: Ipreo Holdings LLC
Ipreo is a leading global provider of financial services technology, data and analytical services, supporting all participants in the capital-raising process, including sell-side professionals, finance officers at private and public companies, institutional investors, and asset managers.
price ($mm)
$1,855
rev ($mm)
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:$20,247.19)
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:$26,682.49)
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 1/11/2022 via GlobeNewswire

Onit, acquired SecureDocs

synopsis: Onit, Inc., a leading provider of enterprise workflow solutions including enterprise legal management and contract lifecycle management, announced that it has acquired SecureDocs, a global software company for contract management, virtual deal rooms and electronic signatures.
buyer: Onit
Onit is a global leader of workflow and artificial intelligence platforms and solutions for legal, compliance, sales, IT, HR and finance departments. With Onit, companies can transform best practices into smarter workflows, better processes and operational efficiencies. "
target: SecureDocs
SecureDocs is a global software company for contract management, virtual deal rooms and electronic signatures. They offer a virtual data room solution used for secure business transactions like raising venture capital, M&A, IPOs, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/22/2021 via Company Press Release

Pascal WealthTech Inc., acquired Living Wealth Media Inc.

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