Portfolio BI - M&A Summary and Business Overview

Financial ServicesCompany

Portfolio BI M&A Summary

Portfolio BI has acquired 2 companies, including 2 in the last 5 years. A total of 1 acquisition came from private equity firms.

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

Portfolio BI Business Overview

Where is Portfolio BI headquartered?

Portfolio BI is headquartered in New York, New York.

What sector is Portfolio BI in?

Portfolio BI is a financial services company.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 1

Portfolio BI, Inc.

110 West 40th Street, Suite 310,
New York, New York 10018
United States,
(646) 653-5891
www.luxfts.com

Portfolio BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger of LUX FTS and NorthPoint, and backed by Credit Suisse Asset Management's NEXT Investors, its customers benefit from their integrated platforms, local technological expertise, and seasoned financial experts.


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
Hentsu Ltd. 2021-02-23 - Add-on Acquisition
London, United Kingdom · www.hentsu.com
Northpoint Technology 2020-06-17 - Merger
, New York
View All >>

M&A by Sector

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

By Geo

State/Country Buy Value Sell Value
United Kingdom 1 - - -
United States 1 - - -
  New York 1 - - -
Domestic 1 (50%) - - -
Cross-border 1 (50%) - - -
Total 2 - - -

M&A Connections

Deals
Acquired from
Investor(s)
50%
1 (50%)

Company Summary

SECTOR

Financial Services

Former Name

LUX Fund Technology & Solutions, Inc.

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