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

Internet Software And ServicesCompany

InvestCloud M&A Summary

InvestCloud has acquired 6 companies of its own, including 4 in the last 5 years. A total of 4 acquisitions came from private equity firms.

InvestCloud’s largest acquisition to date was in 2017, when it acquired Babel Systems for $20M. InvestCloud has acquired in 1 US state, and 3 countries. The Company’s most targeted sectors include internet software and services (60%) and information technology (20%).

InvestCloud Ownership

Who owns InvestCloud?

InvestCloud is owned by Clearlake Capital and Motive Partners. It was acquired on February 2, 2021.

Is InvestCloud PE-backed?

Yes. InvestCloud is owned by private equity investors Clearlake Capital and Motive Partners.

Was InvestCloud formerly PE-backed?

Yes. InvestCloud was formerly owned by 2 private investors.

InvestCloud Business Overview

Where is InvestCloud headquartered?

InvestCloud is headquartered in West Hollywood, California.

What sector is InvestCloud in?

InvestCloud is an internet software and services company.

When was InvestCloud founded?

InvestCloud was founded in 2010.

M&A Summary

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

InvestCloud

InvestCloud, Inc.

700 N San Vicente Boulevard, Suite G605,
West Hollywood, California 90069
United States,
(888) 800-0188
www.investcloud.com

InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers, and asset services companies. InvestCloud was founded in 2010 and is based in West Hollywood, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # 2 - 3 - - - 5
vol $40M $40M
Sell (0.0/yr) # - - - - - - 0
  5

Most Recent M&A

Company Date Value Type
Advicent Solutions 2021-05-05 - Add-on Acquisition
Milwaukee, Wisconsin · www.advicentsolutions.com
Tegra118 2021-02-02 - Merger
Brookfield, Wisconsin · www.tegra118.com
Finantix Holding SARL 2021-02-02 - Merger
Luxembourg, Luxembourg · www.finantix.com
Rplan Ltd. 2018-06-11 20M USD Add-on Acquisition
Altrincham, United Kingdom · www.rplan.co.uk
Babel Systems Ltd. 2017-01-09 20M USD Add-on Acquisition
Benfleet, United Kingdom · www.babelsys.co.uk
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
Advicent Solutions    - Astonish Results LP 2015-07-20 8
Milwaukee, Wisconsin · www.advicentsolutions.com Warwick, Rhode Island · www.astonish.com
Advicent Solutions    - Intygral 2015-07-17 7
Milwaukee, Wisconsin · www.advicentsolutions.com Warwick, Rhode Island · www.intygral.com
Advicent Solutions    - Zywave, Inc. - Financial Solutions Division 2013-11-04 6
Milwaukee, Wisconsin · www.advicentsolutions.com Milwaukee, Wisconsin
Advicent Solutions    - Emerging Information Systems, Inc. 2011-10-24 5
Milwaukee, Wisconsin · www.advicentsolutions.com Winnipeg, Manitoba · www.eisi.com

M&A by Sector

Sector Buy # Value Sell # Value
Internet Software and Services 3 (60%) 40M (100%) - -
Information Technology 1 (20%) - - -
Software 1 (20%) - - -
Total 5 $40M - -

By Geo

State/Country Buy Value Sell Value
United Kingdom 2 40M - -
United States 2 - - -
  Wisconsin 2 - - -
Luxembourg 1 - - -
Domestic 2 (40%) - - -
Cross-border 3 (60%) 40M (100%) - -
Total 5 $40M - -

Deal Values

buy # Total
< $100M 2 $40M
TOTAL $40M
Largest Babel Systems Ltd.
$20M (2017-01-09)

M&A Connections

Deals
Acquired from
Investor(s)
60%
3 (60%)

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