Wolters Kluwer Financial Services - M&A Summary and Business Overview

Information TechnologyCompany

Wolters Kluwer Financial Services M&A Summary

Wolters Kluwer Financial Services has acquired 20 companies, including 2 in the last 5 years. A total of 5 acquisitions came from private equity firms.

Wolters Kluwer Financial Services’ largest acquisition to date was in 2020, when it acquired XCM Solutions for $153M. Wolters Kluwer Financial Services has acquired in 13 different US states, and 4 countries. The Company’s most targeted sectors include software (28%) and information technology (23%).

Wolters Kluwer Financial Services Business Overview

Where is Wolters Kluwer Financial Services headquartered?

Wolters Kluwer Financial Services is headquartered in Minneapolis, Minnesota.

What sector is Wolters Kluwer Financial Services in?

Wolters Kluwer Financial Services is an information technology company.

M&A Summary

  • M&A Total Activity18
    • M&A Buy Activity18
  • Total Sectors Invested 8
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 7

Wolters Kluwer Financial Services, Inc.

100 South 5th Street, Suite 700,
Minneapolis, Minnesota 55402-1466
United States,
(612) 656-7700
www.wolterskluwerfs.com

Wolters Kluwer Financial Services provides more than 15,000 customers worldwide with risk management, compliance, finance and audit solutions that help them successfully navigate regulatory complexity, optimize risk and financial performance, and manage data to support critical decisions. With more than 30 offices in 20 countries, our prominent brands include: FRSGlobal, FinArch, ARC Logics®, TeamMate®, Bankers Systems, VMP® Mortgage Solutions, AppOne®, GainsKeeper®, Capital Changes, NILS®, AuthenticWeb™ and Uniform Forms™.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 16 1 - - 1 - 18
vol $153M $153M
Sell (0.0/yr) # - - - - - - 0
  18

Most Recent M&A

Company Date Value Type
Invistics Corp. 2023-06-07 - Add-on Acquisition
Peachtree Corners, Georgia · www.invistics.com
XCM Solutions LLC 2020-09-14 153M EUR Add-on Acquisition
Quincy, Massachusetts · www.xcmsolutions.com
Financial Tools, Inc. 2014-01-03 - Add-on Acquisition
Irvine, California · www.financialtools.com
Red Moon Solutions LLC 2013-09-05 - Add-on Acquisition
Sarasota, Florida · www.redmoonsolutions.com
FinArch 2012-07-16 - Add-on Acquisition
Merelbeke, Belgium · www.finarch.com
PRINGLE - Policy and Procedure Solutions 2011-12-14 - Divestiture
Oklahoma City, Oklahoma
SASGAS 2011-10-17 - Add-on Acquisition
Shanghai, China
Lexi-Comp, Inc. 2011-05-27 - Add-on Acquisition
Hudson, Ohio · www.lexi.com
Pharmacy OneSource, Inc. 2010-11-30 - Add-on Acquisition
Bellevue, Washington · www.pharmacyonesource.com
FRS Belgium NV 2010-09-23 - Add-on Acquisition
St. Stevens-Woluwe, Belgium · www.frsglobal.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Software 5 (28%) - - -
Information Technology 4 (22%) - - -
Internet Software and Services 3 (17%) 153M (100%) - -
Business Services 2 (11%) - - -
Financial Services 1 (6%) - - -
Healthcare Services 1 (6%) - - -
Insurance 1 (6%) - - -
Publishing 1 (6%) - - -
Total 18 $153M - -

By Geo

State/Country Buy Value Sell Value
United States 14 153M - -
  Massachusetts 2 153M - -
  New York 1 - - -
  Mississippi 1 - - -
  Michigan 1 - - -
  Illinois 1 - - -
  Georgia 1 - - -
  Florida 1 - - -
  California 1 - - -
  Washington 1 - - -
  Texas 1 - - -
  Oklahoma 1 - - -
  Ohio 1 - - -
Belgium 2 - - -
China 1 - - -
Sweden 1 - - -
Domestic 14 (78%) 153M (100%) - -
Cross-border 4 (22%) - - -
Total 18 $153M - -

Deal Values

buy # Total
$100M to $1B 1 $153M
TOTAL $153M
Largest XCM Solutions LLC
$153M (2020-09-14)

M&A Connections

Deals
Acquired from
Investor(s)
17%
3 (17%)
Strategic(s)
11%
2 (11%)

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