Fidelity Investments - M&A Summary and Business Overview

Financial ServicesCompany

Fidelity Investments M&A Summary

Fidelity Investments has acquired 5 companies, including 1 in the last 5 years. A total of 1 acquisition came from private equity firms.

Fidelity Investments has acquired in 3 different US states, and 3 countries. The Company’s most targeted sectors include internet software and services (40%) and business services (20%).

Fidelity Investments Business Overview

Where is Fidelity Investments headquartered?

Fidelity Investments is headquartered in Boston, Massachusetts.

How many employees does Fidelity Investments have?

Fidelity Investments has 41,000 employees.

What sector is Fidelity Investments in?

Fidelity Investments is a financial services company.

When was Fidelity Investments founded?

Fidelity Investments was founded in 1946.

M&A Summary

  • M&A Total Activity5
    • M&A Buy Activity5
  • Total Sectors Invested 4
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 2

Fidelity Investments

82 Devonshire Street,
Boston, Massachusetts 02109
United States,
(617) 563-7000
www.fidelity.com

Fidelity Investments (FMR LLC) is a US-based financial services corporation offering mutual fund, asset management, and brokerage services worldwide. The Firm was formed in 1946 and is based in Boston, Massachusetts.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 4 - - - 1 - 5
Sell (0.0/yr) # - - - - - - 0
  5

Most Recent M&A

Company Date Value Type
Shoobx, Inc. 2023-01-10 - Add-on Acquisition
Boston, Massachusetts · www.shoobx.com
NovoEd, Inc. 2018-10-16 - Add-on Acquisition
San Francisco, California · www.novoed.com
Colt Technology Services Group Ltd. 2015-08-12 - Add-on Acquisition
London, Latvia · www.colt.net
eMoney Advisor 2015-02-02 - Add-on Acquisition
Conshohocken, Pennsylvania · www.emoneyadvisor.com
IVRCL Ltd. 2005-04-07 - Stake Purchase
Hyderabad, India · www.ivrcl.com
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
Colt Technology Services Group Ltd. 2015-08-12 Lumen - EMEA Business 2022-11-02 1
London, Latvia · www.colt.net London, United Kingdom
Colt Technology Services Group Ltd. 2015-08-12 Colt - Cloud Business 2015-11-13 1
London, Latvia · www.colt.net , United States

M&A by Sector

Sector Buy # Value Sell # Value
Internet Software and Services 2 (40%) - - -
Business Services 1 (20%) - - -
Communications 1 (20%) - - -
Construction 1 (20%) - - -
Total 5 - - -

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  Pennsylvania 1 - - -
  Massachusetts 1 - - -
  California 1 - - -
India 1 - - -
Latvia 1 - - -
Domestic 3 (60%) - - -
Cross-border 2 (40%) - - -
Total 5 - - -

M&A Connections

Deals
Acquired from
Investor(s)
20%
1 (20%)

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