M&A Deal Summary

ISI Markets Acquires EPFR

On August 1, 2024, ISI Markets acquired information services company EPFR from Montagu

Acquisition Highlights
  • This is ISI Markets’ 2nd transaction in the Information Services sector.
  • This is ISI Markets’ 2nd transaction in the United States.
  • This is ISI Markets’ 1st transaction in Massachusetts.

M&A Deal Summary

Date 2024-08-01
Target EPFR
Sector Information Services
Buyer(s) ISI Markets
Sellers(s) Montagu
Deal Type Add-on Acquisition

Target

EPFR

Boston, Massachusetts, United States
EPFR’s Flows and Allocations data provides a unique view of the investor and fund manager sentiment across global markets, helping buy and sell-side institutions make informed decisions. EPFR was formed in 1995 and is based in Boston, Massachusetts.

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Buyer(S) 1

Buyer

ISI Markets

London, United Kingdom

Category Company
Founded 1992
Sector Information Services
DESCRIPTION

ISI Markets is a provider of data, analysis, and research for the world's fastest-growing and highest potential countries. It aggregates unstructured, hard-to-obtain information from local and international sources, and validates and curates it into standardized, methodologically consistent, and editable content. The products are trusted tools used by a large and diversified customer base made up of blue-chip financial institutions, multinationals, consultants, and researchers worldwide and are available in over 15 languages. ISI operates a subscription model, providing customers with business-critical emerging markets research, leveraging real-time macroeconomic, business, and industry intelligence across multiple use cases. ISI Markets was formed in 1992 and is based in London, United Kingdom.


DEAL STATS #
Overall 2 of 2
Sector: Information Services M&A 2 of 2
Type: Add-on Acquisition M&A Deals 2 of 2
State: Massachusetts M&A 1 of 1
Country: United States M&A 2 of 2
Year: 2024 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-05-09 REDD Intelligence

New York, New York, United States

REDD Intelligence is a provider of news, information, and research on high yield, distressed and event-driven special situations in the emerging markets. The service allows asset managers and advisors to assess risks, track potential market-moving events and identify trading or business opportunities in the distressed and high yield markets via a suite of web-based and mobile solutions. REDD Intelligence was formed in 2013 and is based in New York, New York.

Buy -

Seller(S) 1

SELLER

Montagu

London, United Kingdom

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1968
PE ASSETS 11.0B EUR
Size Mega
Type Sector Agnostic
DESCRIPTION

Montagu is an independent private equity firm focused on European management buyouts and growth capital transactions. The Firm seeks opportunities valued between €100 million and €1 billion. Sectors of interest include healthcare, medical products, financial services, software, IT, information services, and education. Montagu dates back to 1968 and is based in London.


DEAL STATS #
Overall 76 of 76
Sector: Information Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 31 of 31
State: Massachusetts M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2024 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-03-20 Medical Device Components

San Diego, California, United States

Medical Device Components develops and manufactures miniature components for minimally invasive medical devices used in high-growth clinical specialties. It focuses on complex and high-precision components made from Platinum Group Metals and Nitinol, with decades of expertise in the metallurgy, micro-machining, and coating of these specialty alloys. Medical Device Components is based in San Diego, California.

Buy £550M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-08-27 Harvest

Paris, France

Harvest is a software editor and digital solutions creator for wealth management and finance professionals. Harvest was founded in 1989 and is based in Paris, France.

Buy -