M&A Deal Summary |
|
|---|---|
| Date | 2024-09-23 |
| Target | Morningstar Commodity Data |
| Sector | Information Services |
| Buyer(s) |
FTV Capital
ZEMA Global Data |
| Sellers(s) | Morningstar |
| Deal Type | Divestiture |
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| Category | Growth Capital Firm |
|---|---|
| Founded | 1998 |
| PE ASSETS | 6.2B USD |
| Size | Large |
| Type | Sector Agnostic |
FTV Capital is a multi-stage private equity firm focused on providing capital to high-growth companies. FTV generally seeks to invest in software, business services, and financial services companies which enable financial institutions to expand and to operate more efficiently. Investment proceeds are typically used to fund rapid organic growth, provide shareholder liquidity, pursue add-on acquisitions, or acquire divestitures. FTV prefers to act as the lead or control investor and targets equity commitments of $10 to $85 million per transaction. FTV Capital was established in 1998 and was formerly known as FTVentures. FTV Capital is based in San Francisco with an additional office in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 125 of 126 |
| Sector (Information Services) | 3 of 3 |
| Type (Divestiture) | 1 of 1 |
| State (Illinois) | 12 of 12 |
| Country (United States) | 103 of 103 |
| Year (2024) | 4 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-07-23 |
Docupace Technologies
Culver City, California, United States Docupace Technologies provides secure and federal and state law compliant electronic processing platforms for financial institutions and the wealth management industry. It offers a web-based straight-through processing platform that helps financial services firms meet SEC/FINRA compliance requirements. Docupace Technologies is based in Culver City, California. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-09-25 |
Vald
Newstead, Australia Vald is a global health technology company and the system of choice for musculoskeletal (“MSK”) health professionals. Vald was founded in 2015 and is based in Newstead, Australia. |
Buy | - |
ZEMA Global Data is a provider of data, analytics and curve solutions, empowering organizations to harness the power of data for informed decision-making and strategic growth. ZEMA Global Data is based in Richmond, British Columbia.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector (Information Services) | 1 of 1 |
| Type (Divestiture) | 1 of 1 |
| State (Illinois) | 1 of 1 |
| Country (United States) | 1 of 1 |
| Year (2024) | 1 of 1 |
| Category | Company |
|---|---|
| Founded | 1984 |
| Sector | Information Services |
| Employees | 12,224 |
| Revenue | 2.0B USD (2023) |
Morningstar is a provider of independent investment research in North America, Europe, Australia, and Asia. Morningstar offers products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar was formed in 1984 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 4 |
| Sector (Information Services) | 2 of 2 |
| Type (Divestiture) | 4 of 4 |
| State (Illinois) | 2 of 2 |
| Country (United States) | 3 of 3 |
| Year (2024) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-04-04 |
Leveraged Commentary & Data
New York, New York, United States Leveraged Commentary & Data is a provider of leveraged loan news, analytics, and index products, also focusing on the high yield and investment grade bond markets. Leveraged Commentary & Data was founded in 1996 and is based in New York. |
Buy | $650M |
