First Rate - M&A Summary and Business Overview

SoftwareCompany

First Rate M&A Summary

First Rate has acquired 2 companies, including 2 in the last 5 years.

First Rate has acquired in 1 US state, and 2 countries. The Company’s most targeted sectors include internet software and services (50%) and software (50%).

First Rate Business Overview

Where is First Rate headquartered?

First Rate is headquartered in Arlington, Texas.

What sector is First Rate in?

First Rate is a software company.

When was First Rate founded?

First Rate was founded in 1991.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 2

First Rate

First Rate, Inc.

1903 Ascension Blvd.,
Arlington, Texas 76006
United States,
(888) 393-7283
www.firstrate.com

First Rate is a fast-growing financial software company serving financial institutions worldwide. First Rate’s flexible and intelligent solutions adapt to the evolving demands and complex challenges of the wealth management industry. First Rate was founded in 1991 and is based in Arlington, Texas.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # - - 1 - 1 - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Finantech 2023-01-19 - Add-on Acquisition
Santiago, Chile · www.finantech.cl
Vantage Software 2021-05-13 - Add-on Acquisition
Arlington, Texas · www.vantage-software.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Internet Software and Services 1 (50%) - - -
Software 1 (50%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
Chile 1 - - -
United States 1 - - -
  Texas 1 - - -
Domestic 1 (50%) - - -
Cross-border 1 (50%) - - -
Total 2 - - -

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