Investment Summary |
|
|---|---|
| Date | 2021-01-12 |
| Target | Style Analytics |
| Sector | Information Technology |
| Investor(s) | Investment Metrics |
| Sellers(s) |
Horizon Capital UK
Invex Capital |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Lazard (Financial) |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 2010 |
| Sector | Information Technology |
Investment Metrics is a provider of investment performance analytics and reporting solutions for institutional consultants, asset managers, and private wealth advisors. Built by institutional investment consultants for investment professionals, the company’s solutions include PARis (performance analytics and reporting), InvestWorks (manager search and due diligence), EQuest (manager data portal), peer universe data, outsourced reporting services and InterSec Research for market intelligence. The company's solutions enable investment professionals to analyze, measure, and report client portfolios in a highly insightful, accurate, and efficient manner. Investment Metrics was formed in 2010 and is based in Norwalk, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 3 |
| Sector: Information Technology M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 2 of 2 |
| Country: United Kingdom M&A | 1 of 1 |
| Year: 2021 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-07-30 |
InvestorForce
Wayne, Pennsylvania, United States InvestorForce is a provider of performance measurement and reporting software to institutional investment consultants. Its integrated solution provides for daily monitoring, analysis and reporting on institutional multi-asset class portfolios. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 800M GBP |
| Size | Large |
| Type | Sector Agnostic |
Horizon Capital UK is a private equity firm that targets investments in middle-market companies valued up to £100 million. The Firm has a preference for UK-headquartered businesses and will consider opportunities in the technology services, software, data/analytics, and business services sectors. Prospective transaction situations include buyouts with potential for consolidation. Horizon Capital UK was formed in 1999 and is based in London, United Kingdom.
| DEAL STATS | # |
|---|---|
| Overall | 21 of 30 |
| Sector: Information Technology M&A | 5 of 9 |
| Type: Add-on Acquisition M&A Deals | 9 of 13 |
| Country: United Kingdom M&A | 19 of 27 |
| Year: 2021 M&A | 1 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-12-16 |
TopSource Worldwide
London, United Kingdom TopSource Worldwide provides a comprehensive range of payroll, accounting, and HR-related services. These include gross-to-net calculation, Auto-enrolment, Workplace Pensions, BACS processing, timesheet processing, holiday tracking, staffing solutions, and much more. TopSource Worldwide was formed in 2004 and is based in London, United Kingdom. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-04-07 |
The Marketing Practice
East Hendred, United Kingdom The Marketing Practice is an independent B2B agency with offices in the UK, Seattle, Munich, and Sydney. It helps large and growing B2B companies to win new customers, grow existing customers and improve channel performance. The company provides account-based marketing and demand generation, and its clients include Telefonica O2, Xerox, ServiceNow, Alteryx, and Microsoft. The Marketing Practice was formed in 2002 and is based in East Hendred, United Kingdom. |
Buy | - |
Invex Capital LLP is a private equity firm focused on investments in smaller UK-based companies. Invex will consider a variety of transaction situations, including recapitalization, outright sales, as well as shareholder liquidity needs in a variety of sectors. Several areas of interest include business services, retail, consumer products, manufacturing, IT services, building materials, and energy. The Firm's target transaction size is £5 to £100 million. Invex Capital is based in London.
| DEAL STATS | # |
|---|---|
| Overall | 8 of 8 |
| Sector: Information Technology M&A | 3 of 3 |
| Type: Add-on Acquisition M&A Deals | 4 of 4 |
| Country: United Kingdom M&A | 8 of 8 |
| Year: 2021 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-12-01 |
Centre4 Testing
Brighton, United Kingdom Centre4 Testing provider of software testing services. Centre4 Testing was founded in 2004 and is based in Brighton, United Kingdom. |
Sell | - |
