Confluence - M&A Summary, Ownership, and Business Overview

Internet Software And ServicesCompany

Confluence M&A Summary

Confluence has acquired 4 companies of its own, including 4 in the last 5 years. A total of 3 acquisitions came from private equity firms.

Confluence’s largest acquisition to date was in 2021, when it acquired Investment Metrics for $500M. Confluence has acquired in 2 different US states, and 2 countries. The Company’s most targeted sectors include information technology (67%) and internet software and services (34%).

Confluence Ownership

Who owns Confluence?

Confluence is owned by Clearlake Capital. It was acquired on June 17, 2021.

Is Confluence PE-backed?

Yes. Confluence is owned by private equity investor Clearlake Capital.

Was Confluence formerly PE-backed?

Yes. Confluence was formerly owned by 2 private investors.

Confluence Business Overview

Where is Confluence headquartered?

Confluence is headquartered in Pittsburgh, Pennsylvania.

What sector is Confluence in?

Confluence is an internet software and services company.

When was Confluence founded?

Confluence was founded in 1991.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 2
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 3

Confluence

Confluence Technologies, Inc.

Nova Tower One, One Allegheny Square, Suite 800,
Pittsburgh, Pennsylvania 15222
United States,
(412) 802-8632
www.confluence.com

Confluence is a financial services data management software platform that offers mission-critical regulatory, investor communications, and performance reporting solutions to the global asset management industry. Confluence is uniquely positioned as the only unified data-driven software platform that enables asset managers and global and regional fund administrators to automate various communications and reporting to shareholders and regulators. Confluence was founded in 1991 and is based in Pittsburgh, Pennsylvania.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 1 - 2 - - - 3
vol $248M $500M $748M
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
Compliance Solutions Strategies 2021-11-09 - Add-on Acquisition
New York, New York · www.cssregtech.com
Investment Metrics LLC 2021-11-03 500M USD Add-on Acquisition
Norwalk, Connecticut · www.invmetrics.com
StatPro Group Plc 2019-10-29 248M GBP Add-on Acquisition
London, United Kingdom · www.statpro.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Information Technology 2 (67%) 500M (67%) - -
Internet Software and Services 1 (33%) 248M (33%) - -
Total 3 $748M - -

By Geo

State/Country Buy Value Sell Value
United States 2 500M - -
  New York 1 - - -
  Connecticut 1 500M - -
United Kingdom 1 248M - -
Domestic 2 (67%) 500M (67%) - -
Cross-border 1 (33%) 248M (33%) - -
Total 3 $748M - -

Deal Values

buy # Total
$100M to $1B 2 $748M
TOTAL $748M
Largest Investment Metrics LLC
$500M (2021-11-03)

M&A Connections

Deals
Acquired from
Investor(s)
67%
2 (67%)

Company Summary

SECTOR

Internet Software and Services

Established

1991

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