BlueMatrix Expands Global Reach and Product Breadth Through Acquisition of RMS
FactSet (NYSE:FDS) has announced the sale of its RMS Partners business to BlueMatrix, a leading platform for capital markets content authoring and distribution. The strategic acquisition significantly expands BlueMatrix's international presence in EMEA and APAC regions while enhancing its product offerings in both sell-side and buy-side investment research workflows.
As part of the deal, FactSet becomes BlueMatrix's preferred data provider through an enhanced commercial agreement. The RMS platform enables clients to aggregate and analyze financial datasets for custom modeling and report generation. The acquisition, backed by Thoma Bravo (with $184 billion AUM), aims to accelerate product innovation and deliver enhanced value to the global investment research community.
FactSet (NYSE:FDS) ha annunciato la vendita del proprio business RMS Partners a BlueMatrix, una piattaforma leader per la creazione e la distribuzione di contenuti dei mercati finanziari. L'acquisizione strategica amplia significativamente la presenza internazionale di BlueMatrix nelle regioni EMEA e APAC, migliorando al contempo le sue offerte di prodotto sia per i settori sell-side che buy-side nelle indicazioni di ricerca sugli investimenti.
Nel quadro dell’accordo, FactSet diventa il fornitore preferito di dati di BlueMatrix tramite un accordo commerciale potenziato. La piattaforma RMS permette ai clienti di aggregare e analizzare set di dati finanziari per modelli personalizzati e generazione di report. L’acquisizione, sostenuta da Thoma Bravo (con circa 184 miliardi di AUM), punta ad accelerare l’innovazione di prodotto e a fornire un valore potenziato alla comunità globale della ricerca sugli investimenti.
FactSet (NYSE:FDS) ha anunciado la venta de su negocio RMS Partners a BlueMatrix, una plataforma líder para la creación y distribución de contenidos de mercados de capitales. La adquisición estratégica expande significativamente la presencia internacional de BlueMatrix en las regiones EMEA y APAC, al tiempo que mejora sus ofertas de productos en los flujos de trabajo de investigación de inversiones tanto para el lado de venta como de compra.
Como parte del acuerdo, FactSet se convierte en el proveedor de datos preferido de BlueMatrix mediante un acuerdo comercial ampliado. La plataforma RMS permite a los clientes agregar y analizar conjuntos de datos financieros para modelado personalizado y generación de informes. La adquisición, respaldada por Thoma Bravo (con 184 mil millones de AUM), tiene como objetivo acelerar la innovación de productos y ofrecer un valor mejorado a la comunidad global de investigación de inversiones.
FactSet (NYSE:FDS)가 RMS Partners 사업부를 선도적인 자본시장 콘텐츠 제작 및 배포 플랫폼인 BlueMatrix에 매각했다고 발표했습니다. 이 전략적 인수는 BlueMatrix의 EMEA 및 APAC 지역에서의 국제적 입지를 크게 확장하고 매도측 및 매수측 투자 연구 워크플로우에서의 제품 제공을 강화합니다.
거래의 일환으로 FactSet은 확장된 상업 계약을 통해 BlueMatrix의 선호 데이터 공급자가 됩니다. RMS 플랫폼은 고객이 재무 데이터 세트를 집계하고 분석하여 맞춤형 모델링 및 보고서 생성을 가능하게 합니다. Thoma Bravo가 이를 뒷받침하며(자산운용총액 약 1840억 달러), 제품 혁신을 가속하고 글로벌 투자 연구 커뮤니티에 더 큰 가치를 제공하는 것을 목표로 합니다.
FactSet (NYSE:FDS) a annoncé la vente de son activité RMS Partners à BlueMatrix, une plateforme leader pour la rédaction et la diffusion de contenus des marchés financiers. Cette acquisition stratégique étend significativement la présence internationale de BlueMatrix dans les régions EMEA et APAC tout en renforçant son offre de produits dans les flux de travail de recherche sur les investissements tant côté vente que côté achat.
Dans le cadre de l’accord, FactSet devient le fournisseur de données privilégié de BlueMatrix via un accord commercial renforcé. La plateforme RMS permet aux clients d’agréger et d’analyser des ensembles de données financiers pour des modélisations personnalisées et la génération de rapports. L’acquisition, soutenue par Thoma Bravo (avec environ 184 milliards d’actifs sous gestion), vise à accélérer l’innovation produit et à apporter une valeur augmentée à la communauté mondiale de la recherche sur les investissements.
FactSet (NYSE:FDS) hat den Verkauf seines RMS Partners-Geschäfts an BlueMatrix, eine führende Plattform für das Erstellen und Verteilen von Inhalten zu Kapitalmärkten, angekündigt. Die strategische Übernahme erweitert die internationale Präsenz von BlueMatrix in den Regionen EMEA und APAC deutlich und stärkt gleichzeitig das Produktangebot in den Workflows der Investmentforschung sowohl für Sell-Side als auch Buy-Side.
Im Rahmen der Vereinbarung wird FactSet durch eine erweiterte kommerzielle Vereinbarung zum bevorzugten Datenanbieter von BlueMatrix. Die RMS-Plattform ermöglicht es Kunden, Finanzdatensätze zu aggregieren und zu analysieren, um maßgeschneiderte Modelle zu erstellen und Berichte zu generieren. Die Übernahme, unterstützt von Thoma Bravo (mit ca. 184 Milliarden USD Assets Under Management), zielt darauf ab, die Produktinnovation zu beschleunigen und der globalen Investmentforschungs-Community einen höheren Mehrwert zu bieten.
FactSet (NYSE:FDS) أعلنت عن بيع عمل RMS Partners إلى BlueMatrix، وهي منصة رائدة لإنشاء وتوزيع محتوى أسواق رأس المال. يوسع الاستحواذ الاستراتيجي وجود BlueMatrix الدولي بشكل كبير في مناطق أوروبا والشرق الأوسط وأفريقيا وآسيا والمحيط الهادئ، مع تعزيز عروض المنتج في سير عمل أبحاث الاستثمار لكل من طرفي البيع والشراء.
كجزء من الصفقة، تصبح FactSet مورد البيانات المفضل لـ BlueMatrix من خلال اتفاق تجاري موسّع. تتيح منصة RMS للعملاء تجميع البيانات المالية وتحليلها من أجل نمذجة مخصصة وتوليد تقارير. الاستحواذ، المدعوم من Thoma Bravo (بقيمة أصول إدارة تبلغ نحو 184 مليار دولار)، يهدف إلى تسريع ابتكار المنتجات وتقديم قيمة محسّنة لمجتمع أبحاث الاستثمار العالمي.
FactSet (NYSE:FDS) 已宣布将其 RMS Partners 业务出售给 BlueMatrix，后者是一个领先的资本市场内容创作与分发平台。此次战略收购显著扩展了 BlueMatrix 在欧洲、中东和非洲区域（EMEA）以及亚太区域（APAC）的国际影响力，同时提升其在卖方和买方投资研究工作流中的产品提供。
作为交易的一部分，FactSet 将通过强化的商业协议成为 BlueMatrix 的首选数据提供商。RMS 平台使客户能够汇聚并分析金融数据集，以进行定制建模和报告生成。此次收购得到 Thoma Bravo（管理资产约1840亿美元）的支持，目标是加速产品创新并为全球投资研究社区提供更大价值。
- Strategic expansion of BlueMatrix's global footprint in EMEA and APAC regions
- Enhanced commercial agreement making FactSet the preferred data provider
- Potential for accelerated product innovation and expanded feature set for clients
- Strong financial backing from Thoma Bravo ($184B AUM)
- Financial terms of the acquisition not disclosed
- Potential integration challenges between different platform architectures
- FactSet divesting part of its Dealmakers & Wealth business unit
Insights
FactSet's sale of RMS to BlueMatrix is a strategic move allowing FactSet to focus on core growth areas while maintaining data partnership.
FactSet's divestiture of RMS Partners represents a strategic portfolio refinement rather than a significant revenue event. The company is streamlining operations by divesting a non-core business unit while simultaneously securing an enhanced commercial agreement making FactSet the preferred data provider for BlueMatrix. This maintains revenue streams through the data partnership while removing operational costs associated with maintaining the RMS platform.
The statement from Kristina Karnovsky, EVP at FactSet, reveals the strategic rationale: "This represents a positive, strategic choice for our Dealmakers & Wealth sell-side business unit, which continues to be a driver of FactSet's growth." This indicates the company is reallocating resources toward higher-growth segments within its portfolio. The transaction appears designed to enhance operational efficiency rather than address financial pressures.
For FactSet shareholders, this move signals management's disciplined approach to business optimization. By divesting a specialized research software platform while maintaining data provision rights, FactSet retains exposure to the research ecosystem without the associated development and support costs. The transaction structure—selling the business while establishing a commercial partnership—represents sophisticated value extraction that preserves client relationships and data distribution channels.
While financial terms weren't disclosed (suggesting the transaction isn't material enough to require specific disclosure), the strategic benefit appears to be increased focus on core growth drivers rather than immediate financial impact. This aligns with typical portfolio optimization strategies employed by mature data and analytics firms seeking to concentrate resources on their highest-performing segments.
RMS enables its clients to seamlessly aggregate and analyze financial datasets to generate custom models and reports, facilitating sell-side research authoring and buy-side investment decision-making. Its advanced platform architecture supports multi-environment database schemas, allowing users to create tailored modeling workflows and content sets designed for specific regions, sectors or methodologies. By joining forces, BlueMatrix and RMS will materially accelerate their product roadmaps to deliver innovation in the research ecosystem, enhance client-centricity and deliver a more powerful and connected platform to research and investment professionals worldwide.
"We are thrilled to welcome the RMS team and to have the privilege of serving existing customers who trust this platform," said Patricia Horotan, CEO of BlueMatrix. "By combining our expertise and shared dedication to capital markets software innovation and client success, we will be able to deliver even greater value and deeper insights to the global investment research community."
As part of the acquisition, BlueMatrix and FactSet have entered into an enhanced commercial agreement whereby FactSet has become the preferred data provider for BlueMatrix.
"This represents a positive, strategic choice for our Dealmakers & Wealth sell-side business unit, which continues to be a driver of FactSet's growth," said Kristina Karnovsky, Executive Vice President and Head of Dealmakers & Wealth at FactSet. "This deal allows us to enhance focus, efficiency and growth potential. It supports long-term goals and aligns with our joint commitment to delivering exceptional value to clients."
"The RMS team is excited and fully committed to a new chapter of growth and innovation with BlueMatrix," said Achim Fehrenbacher, Vice President and Head of RMS. "Our combined product portfolio will enable us to serve many more departments and divisions within our existing customers, driving increased return on investment through our joint vision for comprehensive authoring and distribution technology across all classes of capital markets content."
With the backing of Thoma Bravo, a leading software investment firm, BlueMatrix is well-positioned to accelerate RMS' growth and continue enhancing its best-in-class solutions for the benefit of RMS' clients, who will continue to enjoy the same great service without interruption and benefit from access to a broader suite of features and capabilities.
About BlueMatrix
BlueMatrix is the global leader in capital markets content publishing technology. Its secure and scalable platform is trusted by over 1,000 financial institutions for content authoring, compliance, and global distribution. BlueMatrix has customers in more than 50 countries and serves internal teams across multi-national corporations from its offices located in
BlueMatrix facilitates the equitable exchange of critical investment insights by improving the efficiency, collaboration, and security across the complete information lifecycle. The ecosystem is designed to meet users' bespoke needs, from compliance tracking to interactive publishing, by removing friction from the publication, dissemination, consumption and application of investment research and informal capital markets content.
For more information, visit BlueMatrix's website at www.bluematrix.com
About Thoma Bravo
Thoma Bravo is one of the largest software investors in the world, with approximately
For more information, visit Thoma Bravo's website at www.thomabravo.com
Contacts
BlueMatrix
For more information about this acquisition and what it means for the future of investment research, please contact:
Patricia Horotan
Chief Executive Officer, BlueMatrix
Email: patricia.horotan@staff.bluematrix.com
For media inquiries, contact:
Emily O'Brian
emily@epicadvisorsglobal.com
Thoma Bravo
Megan Frank
+1.212.731.4778
mfrank@thomabravo.com
or
FGS Global
Akash Lodh / Amal Farooqui
ThomaBravo-US@fgsglobal.com
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SOURCE BlueMatrix
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