M&A Deal Summary

BlueMatrix Acquires RMS

On September 16, 2025, BlueMatrix acquired software company RMS from FactSet Research

Acquisition Highlights
  • This is BlueMatrix’s 2nd transaction in the Software sector.
  • This is BlueMatrix’s 1st transaction in the United States.
  • This is BlueMatrix’s 1st transaction in Connecticut.

M&A Deal Summary

Date 2025-09-16
Target RMS
Sector Software
Buyer(s) BlueMatrix
Sellers(s) FactSet Research
Deal Type Divestiture

Target

RMS

Norwalk, Connecticut, United States
RMS is a global investment research software platform that enables its clients to seamlessly aggregate and analyze financial datasets to generate custom models and reports, facilitating sell-side research authoring and buy-side investment decision-making. RMS is based in Norwalk, Connecticut.

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Buyer(S) 1

Buyer

BlueMatrix

Durham, North Carolina, United States

Category Company
Sector Software
DESCRIPTION

BlueMatrix is an end-to-end content creation and distribution platform for investment research providers. BlueMatrix facilitates the equitable exchange of critical investment insights by improving the efficiency, collaboration, and security across the complete information lifecycle. BlueMatrix is based in Durham, North Carolina.


DEAL STATS #
Overall 3 of 3
Sector: Software M&A 2 of 2
Type: Divestiture M&A Deals 1 of 1
State: Connecticut M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-06-17 Ranos

Auckland, New Zealand

Ranos is a next-generation publishing platform built to modernise the preparation and distribution of equity research. It offers digital-native tools such as AI-enhanced workflows, voice-to-text, and responsive design. Ranos is headquartered in New Zealand and serves clients across the Asia-Pacific region.

Buy -

Seller(S) 1

SELLER

FactSet Research

Norwalk, Connecticut, United States

Category Company
Founded 1978
Sector Information Services
Employees12,262
Revenue 2.2B USD (2024)
DESCRIPTION
FactSet's corporate headquarters in Norwalk, Connecticut.
FactSet's corporate headquarters in Norwalk, Connecticut.

FactSet Research is a global provider of financial information and analytics. Users can access company and industry intelligence as well as monitor performance with desktop analytics, mobile applications, and data feeds. FactSet Research was incorporated in 1978 and is based in Norwalk, Connecticut.


DEAL STATS #
Overall 3 of 3
Sector: Software M&A 1 of 1
Type: Divestiture M&A Deals 3 of 3
State: Connecticut M&A 1 of 1
Country: United States M&A 2 of 2
Year: 2025 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-03-04 LogoIntern

Philadelphia, United States

LogoIntern is a platform designed to streamline the process of creating professional logo presentations. LogoIntern is based in Philadelphia, Pennsylvania.

Buy -