FactSet Research - M&A Summary and Business Overview

Information ServicesCompany

FactSet Research M&A Summary

FactSet Research has acquired 25 companies, including 7 in the last 5 years. A total of 5 acquisitions came from private equity firms. It has also divested 2 assets.

FactSet Research’s largest acquisition to date was in 2021, when it acquired CUSIP Global Services for $1.9B. FactSet Research has acquired in 8 different US states, and 4 countries. The Company’s most targeted sectors include information services (44%) and software (24%).

FactSet Research Business Overview

Where is FactSet Research headquartered?

FactSet Research is headquartered in Norwalk, Connecticut.

What is FactSet Research’s revenue?

FactSet Research disclosed revenue of 2,203M USD for 2024 and 2,086M USD for 2023.

How many employees does FactSet Research have?

FactSet Research has 12,262 employees.

What sector is FactSet Research in?

FactSet Research is an information services company.

When was FactSet Research founded?

FactSet Research was founded in 1978.

M&A Summary

  • M&A Total Activity27
    • M&A Buy Activity25
    • M&A Sell Activity2
  • Total Sectors Invested 6
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 10
  • M&A Advisors 3

FactSet Research

FactSet Research Systems, Inc.

45 Glover Avenue 7th Floor,
Norwalk, Connecticut 06850
United States,
(203) 810-1000
www.factset.com

FactSet Research is a global provider of financial information and analytics. Users can access company and industry intelligence as well as monitor performance with desktop analytics, mobile applications, and data feeds. FactSet Research was incorporated in 1978 and is based in Norwalk, Connecticut.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (1.2/yr) # 19 2 - 1 1 2 25
vol $721M $1.9B $247M $2.9B
Sell (0.0/yr) # 2 - - - - - 2
  27

Most Recent M&A

Company Date Value Type
TableTop Data, Inc. 2025-03-04 - Add-on Acquisition
Philadelphia, United States · www.logointern.com
LiquidityBook LLC 2025-02-10 247M USD Add-on Acquisition
New York, New York · www.liquiditybook.com
Platform Group Ltd. 2024-10-28 - Add-on Acquisition
Toronto, Ontario · www.getirwin.com
idaciti, Inc. 2023-07-12 - Add-on Acquisition
New York, New York · www.idaciti.com
CUSIP Global Services 2021-12-27 1.9B USD Divestiture
New York, New York · www.cusip.com
Cobalt Software, Inc. 2021-10-13 - Add-on Acquisition
Boston, Massachusetts · www.cobalt.pe
Truvalue Labs 2020-10-20 - Add-on Acquisition
San Francisco, California · www.truvaluelabs.com
BISAM Technologies S.A. 2017-03-20 205M USD Add-on Acquisition
Paris, France · www.bisam.com
Intercontinental Exchange, Inc. - Interactive Data Managed Solutions (IDMS) 2017-01-27 - Divestiture
Atlanta, Georgia
Vermilion Software Ltd. 2016-11-01 67M USD Add-on Acquisition
London, United Kingdom · www.vermilionsoftware.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Information Services 11 (44%) 2.1B (72%) 2 (100%) -
Software 6 (24%) 286M (10%) - -
Information Technology 5 (20%) - - -
Business Services 1 (4%) - - -
Financial Services 1 (4%) 265M (9%) - -
Internet Software and Services 1 (4%) 247M (9%) - -
Total 25 $2.9B 2 -

By Geo

State/Country Buy Value Sell Value
United States 17 2.6B 1 -
  New York 7 2.5B - -
  California 3 - - -
  Massachusetts 2 - 1 -
  Wyoming 1 - - -
  New Jersey 1 - - -
  Illinois 1 43M - -
  Georgia 1 - - -
United Kingdom 6 131M 1 -
Canada 1 - - -
  Ontario 1 - - -
France 1 205M - -
Domestic 17 (68%) 2.6B (88%) 1 (50%) -
Cross-border 8 (32%) 336M (12%) 1 (50%) -
Total 25 $2.9B 2 -

Top M&A Advisors

Financial Deals
Centerview Partners
1
Citi
1
Legal Deals
Cravath, Swaine & Moore
2

Deal Values

buy # Total
> $1B 1 $1.9B
$100M to $1B 3 $717M
< $100M 6 $250M
TOTAL $2.9B
Largest CUSIP Global Services
$1.9B (2021-12-27)

M&A Connections

Deals
Acquired from
Investor(s)
20%
5 (20%)
Strategic(s)
16%
4 (16%)
Divested to
Strategic(s)
100%
2 (100%)

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