M&A Deal Summary

Advicent Solutions Acquires HR 360

On October 11, 2017, Advicent Solutions acquired internet software and services company HR 360

Acquisition Highlights
  • This is Advicent Solutions’ 2nd transaction in the Internet Software and Services sector.
  • This is Advicent Solutions’ 5th transaction in the United States.
  • This is Advicent Solutions’ 1st transaction in Connecticut.

M&A Deal Summary
Date 2017-10-11
Target HR 360
Sector Internet Software and Services
Buyer(s) Advicent Solutions
Deal Type Add-on Acquisition
Advisor(s) CoView Capital, Inc. (Financial)

Target

HR 360

Norwalk, Connecticut, United States
HR 360, Inc. is a SaaS platform that provides comprehensive, easy-to-navigate human resource and benefits compliance guidance and news on both federal and state HR laws. HR 360, Inc. was established in 2000 and is based in Norwalk, Connecticut.

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Buyer(S) 1

Buyer

Advicent Solutions

Milwaukee, Wisconsin, United States
Category Company
Founded 1995
Sector Internet Software and Services
DESCRIPTION

Advicent Solutions is a provider of SaaS-based technology solutions for the financial advice and planning industry. Advicent Solutions’ products include web-enabled marketing communications, needs assessment, and financial planning tools, and are used by more than 250,000 financial professionals across more than 2,700 customers. Small and medium-sized businesses and some of the world’s largest financial institutions trust Advicent’s products to help grow their business. Advicent Solutions was founded in 1995 and is based in Milwaukee, Wisconsin.

DEAL STATS #
Overall 7 of 8
Sector (Internet Software and Services) 2 of 2
Type (Add-on Acquisition) 6 of 7
State (Connecticut) 1 of 1
Country (United States) 5 of 6
Year (2017) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-07-20 Intygral

Warwick, Rhode Island, United States

Astonish Results is a provider of digital marketing and lead management solutions for local insurance agencies. Since its founding in 2006, Astonish Results has redefined how independent insurance agencies find, sell, and keep new clients.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-12-04 miEdge

Bedford, New Hampshire, United States

miEdge is a premier provider of lead generation, data analytics and prospecting solutions specifically designed for the insurance industry. More than 80 of the top 100 U.S. insurance brokers and numerous national and regional insurance carriers rely on the accuracy of the company’s data to identify leads, research competitors, underwrite submissions and understand market dynamics to grow their business. miEdge’s key differentiator is its ability to aggregate many different disparate data sources, creating an unparalleled “Network” effect view of an employer’s insurance profile.

Buy -
Mergr

Product

Company

Legal