M&A Deal Summary

FactSet Research Acquires Irwin

On October 28, 2024, FactSet Research acquired software company Irwin from K1 Investment Management

Acquisition Highlights
  • This is FactSet Research’s 5th transaction in the Software sector.
  • This is FactSet Research’s 1st transaction in Canada.
  • This is FactSet Research’s 1st transaction in Ontario.

M&A Deal Summary
Date 2024-10-28
Target Irwin
Sector Software
Buyer(s) FactSet Research
Sellers(s) K1 Investment Management
Deal Type Add-on Acquisition

Target

Irwin

Toronto, Ontario, Canada
Irwin provides investor relations software to public companies, investor relation consultancies, and investment banks. The company's software helps customers identify new investors, manage current relationships, and track the output of their IR initiatives. Its end-to-end platform includes a CRM and native communications tool. Irwin was founded in 2017 and is based in Toronto, Ontario.

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Buyer(S) 1

Buyer

FactSet Research

Norwalk, Connecticut, United States
Category Company
Founded 1978
Sector Information Services
Employees12,262
Revenue 2.1B USD (2023)
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 23 of 23
Sector (Software) 5 of 5
Type (Add-on Acquisition) 18 of 18
State (Ontario) 1 of 1
Country (Canada) 1 of 1
Year (2024) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-07-12 idaciti

New York, New York, United States

idaciti is an innovator in data structuring and collection technology that applies a “taxonomy-first” approach to structuring information from company disclosures, regulatory filings, and proprietary document repositories. It has combined this expertise with machine learning-assisted technology to capture and standardize data at an exceptional level of granularity, quality, and speed. The platform uses a modern collection workflow for both structured and unstructured content to connect data discovery, normalization, and quality assurance in a single, iterative process. idaciti was formed in 2015 and is based in New York, New York.

Buy -

Seller(S) 1

SELLER

K1 Investment Management

Investor Investor Investor Investor Investor

Category Growth Capital Firm
Founded 2011
Size Small
Type Sector Focused
DESCRIPTION

K1 Investment Management, LLC is a West Coast US-based private equity firm investing in high-growth private companies across North America. The Firm has a special interest in enterprise software companies and looks to provide meaningful strategic and operational guidance when working with portfolio companies. K1 Investment Management was established in 2011 and is headquartered in El Segundo, California.

DEAL STATS #
Overall 13 of 13
Sector (Software) 7 of 7
Type (Add-on Acquisition) 6 of 6
State (Ontario) 1 of 1
Country (Canada) 1 of 1
Year (2024) 4 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-09-10 Axcient

Denver, Colorado, United States

Axcient is a provider of Disaster Recover-as-a-Service (DRaaS) solutions that solves complicated technology problems with powerfully simple cloud solutions to enable businesses to run at their full potential. Axcient’s cloud-based disaster recovery and data protection platform empowers businesses of all sizes to operate with the resilience and agility of the enterprises while dramatically reducing data center footprint, complexity and cost. Axcient was founded in 2002 and is based in Denver, Colorado.

Sell -
Mergr

Product

Company

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