FactSet Research - M&A Summary and Business Overview

Information ServicesCompany

FactSet Research M&A Summary

FactSet Research has acquired 23 companies, including 5 in the last 5 years. A total of 4 acquisitions came from private equity firms. It has also divested 2 assets.

FactSet Research’s largest acquisition to date was in 2021, when it acquired CUSIP Global Services for $1.9B. FactSet Research has acquired in 7 different US states, and 4 countries. The Company’s most targeted sectors include information services (48%) and information technology (22%).

FactSet Research Business Overview

Where is FactSet Research headquartered?

FactSet Research is headquartered in Norwalk, Connecticut.

What is FactSet Research’s revenue?

FactSet Research disclosed revenue of 2,086M USD for 2023 and 1,844M USD for 2022.

How many employees does FactSet Research have?

FactSet Research has 12,262 employees.

What sector is FactSet Research in?

FactSet Research is an information services company.

When was FactSet Research founded?

FactSet Research was founded in 1978.

M&A Summary

  • M&A Total Activity25
    • M&A Buy Activity23
    • M&A Sell Activity2
  • Total Sectors Invested 5
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 9
  • M&A Advisors 2

FactSet Research

FactSet Research Systems, Inc.

45 Glover Avenue 7th Floor,
Norwalk, Connecticut 06850
United States,
(203) 810-1000
www.factset.com

FactSet Research is a global provider of financial information and analytics. Users can access company and industry intelligence as well as monitor performance with desktop analytics, mobile applications, and data feeds. FactSet Research was incorporated in 1978 and is based in Norwalk, Connecticut.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.0/yr) # 18 1 2 - 1 1 23
vol $721M $1.9B $2.6B
Sell (0.0/yr) # 2 - - - - - 2
  25

Most Recent M&A

Company Date Value Type
Platform Group Ltd. 2024-10-28 - Add-on Acquisition
Toronto, Ontario · www.getirwin.com
idaciti, Inc. 2023-07-12 - Add-on Acquisition
New York, New York · www.idaciti.com
CUSIP Global Services 2021-12-27 1.9B USD Divestiture
New York, New York · www.cusip.com
Cobalt Software, Inc. 2021-10-13 - Add-on Acquisition
Boston, Massachusetts · www.cobalt.pe
Truvalue Labs 2020-10-20 - Add-on Acquisition
San Francisco, California · www.truvaluelabs.com
BISAM Technologies S.A. 2017-03-20 205M USD Add-on Acquisition
Paris, France · www.bisam.com
Intercontinental Exchange, Inc. - Interactive Data Managed Solutions (IDMS) 2017-01-27 - Divestiture
Atlanta, Georgia
Vermilion Software Ltd. 2016-11-01 67M USD Add-on Acquisition
London, United Kingdom · www.vermilionsoftware.com
CYMBA Technologies 2016-09-01 - Add-on Acquisition
London, United Kingdom · www.cymba-tech.com
Matrix Data Ltd. (Matrix Solutions) 2016-05-23 - Divestiture
London, United Kingdom · www.matrixsolutions.co.uk
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Information Services 11 (48%) 2.1B (79%) 2 (100%) -
Information Technology 5 (22%) - - -
Software 5 (22%) 286M (11%) - -
Business Services 1 (4%) - - -
Financial Services 1 (4%) 265M (10%) - -
Total 23 $2.6B 2 -

By Geo

State/Country Buy Value Sell Value
United States 15 2.3B 1 -
  New York 6 2.3B - -
  California 3 - - -
  Massachusetts 2 - 1 -
  Wyoming 1 - - -
  New Jersey 1 - - -
  Illinois 1 43M - -
  Georgia 1 - - -
United Kingdom 6 131M 1 -
Canada 1 - - -
  Ontario 1 - - -
France 1 205M - -
Domestic 15 (65%) 2.3B (87%) 1 (50%) -
Cross-border 8 (35%) 336M (13%) 1 (50%) -
Total 23 $2.6B 2 -

Top M&A Advisors

Financial Deals
Centerview Partners
1
Legal Deals
Cravath, Swaine & Moore
1

Deal Values

buy # Total
> $1B 1 $1.9B
$100M to $1B 2 $470M
< $100M 6 $250M
TOTAL $2.6B
Largest CUSIP Global Services
$1.9B (2021-12-27)

M&A Connections

Deals
Acquired from
Investor(s)
17%
4 (17%)
Strategic(s)
17%
4 (17%)
Divested to
Strategic(s)
100%
2 (100%)

 Subscribe to unlock this and 208,528
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 201K M&A Transactions
  • 204K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.