Information Services Corporation Acquisition, Valuation & Financials

IntelyCare is a Boston-headquartered platform founded in 2014 that matches licensed nurses and nursing assistants with per diem shifts at post-acute care facilities across the United States. The company leverages a mobile app and predictive analytics to fill shifts three times faster than industry averages, serving over 1,000 facilities in 25 states. IntelyCare's tools forecast staffing needs, optimize schedules, and provide real-time shift updates, helping providers manage labor shortages while offering nurses flexible work options with transparent pay rates.

SMS Co Ltd is a Japanese company involved in providing various services targeting information infrastructure for the aging society. The company divides its search service by the following segments: nursing care, medical care, career, healthcare/senior life, and global.

Fumi Technology is a Shenzhen-based software developer providing trading platforms and market data tools to Chinese financial entities. Established in 2016, it supports real-time analytics and brokerage interfaces as a third-party provider to platforms like Webull's China operations.

Modern Treasury is a San Francisco-headquartered fintech platform for payment operations and reconciliation. Its API automates ACH, wire, and RTP transfers with approval workflows and ledger syncing to bank statements. Finance teams at Brex and Ramp process $100 billion monthly through its console. Founded in 2018, it supports multi-entity treasury for 500 enterprise clients.

Servyou Software Group Co Ltd is a comprehensive service provider of fiscal and taxation information in China. It offers tax system development and operation and maintenance for tax authorities, and provides comprehensive Internet financial and taxation services for taxpayers and financial and tax intermediaries with the Yiqiying brand.

Zetrix AI Bhd is engaged in blockchain and artificial intelligence solutions. The company operates Zetrix, a Layer-1 public blockchain platform that supports cross-border digital identity verification and smart contract capabilities.

Kpler is a London-headquartered data and analytics platform launched in 2014, tracking commodities transportation including LNG, crude oil, dry bulk, freight, and inventories across 40 markets. With over 500 employees globally, it expanded through acquisitions of ClipperData in 2021, JBC Energy and Core-e in 2022, and MarineTraffic with FleetMon in 2023, serving traders, producers, and governments.

Shenzhen Fortune Trend Technology Co Ltd is engaged in research and development of securities analysis systems and computer communication systems. It provides securities investment analysis system for securities institutions and investors under the brand Tongdaxin. Tongdaxin's well-known online trading products are: China Merchants Securities Zhiyuan One Account, Guoxin Securities Golden Sun Edition, CITIC Securities Zhixin All-rounder, GF Securities Financial Terminal, Galaxy Securities Neptune, Guotai Junan Securities Fuyi, among others.

Mobility Global Inc provides mobility data, analytics, and related technology solutions across the vehicle lifecycle. Its portfolio includes CARFAX, automotiveMastermind, Polk Automotive Solutions, and Market Scan, which provide data, forecasting, insights, and technology solutions to automakers, suppliers, dealer groups, media companies, financial institutions, and consumers.

Beijing Compass Technology Development Co Ltd is the provider of professional financial data analysis and securities investment advisory services. The company is a securities analysis software developer and securities information service provider in China.

Morningstar Inc is a provider of independent investment insights to financial advisers, asset managers, and investors. It provides data and research insights on various investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time market data. The company has five reportable segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. Maximum revenue is derived from the Morningstar Direct Platform, which provides investors with comprehensive data, research, insights, and investment analysis through product areas such as Morningstar Data, Morningstar Direct, and Morningstar Advisor Workstation. Geographically, it generates maximum revenue from the USA.

FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for over 80% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.

Broadridge Financial Solutions, which was spun off from Automatic Data Processing in 2007, is a leading provider of investor communication and technology-driven solutions to banks, broker/dealers, traditional and alternative-asset managers, wealth managers, and corporate issuers. Broadridge is composed of two operating segments: investor communication solutions and global technology and operations.

Hithink RoyalFlush Information Network Co Ltd is engaged in providing Internet financial information services and online financial software. The company's business includes an online market trading system, mobile financial information service, fund sales, financial big data processing, and cloud services. It serves individuals, brokers, funds, private placements, banks, insurance, government, and research Institutional clients.

Esusu is a New York-headquartered financial technology company founded in 2016 that reports renters' on-time payments to major credit bureaus like Equifax, Experian, and TransUnion. Property owners leverage its analytics dashboard to screen tenants, forecast cash flow, and lower eviction rates by up to 60 percent through improved tenant selection. The platform processes rent data from over 2 million units across the United States, partnering with large multifamily operators such as Related Companies and Greystar. Esusu also offers financial literacy tools and emergency rent relief programs to support low-income households.

TalkingData is a Beijing-based mobile big data analytics platform focused on the Chinese internet market. It delivers data management platforms, scalable data mining tools, deep analytics services, and comprehensive reports covering app performance benchmarks, user behavior patterns, industry trends, and market forecasts. The company partners with leading mobile app stores and ad networks in China while expanding collaborations into finance and traditional sectors. Established in September 2011, TalkingData equips top developers with insights into app metrics, user engagement, and monetization strategies.

9fin is a London-based data and analytics provider for credit markets, serving finance, investment banking, and asset management professionals. The platform delivers tools for financial data analysis, risk assessment, market screening, and team collaboration on bond issuance, loans, and leveraged finance deals.