MIAMI and DURHAM,
N.C., Jan. 4, 2024 /PRNewswire/ -- Thoma
Bravo, a leading software investment firm, today announced the
completion of its strategic growth investment in BlueMatrix, a
leading end-to-end content creation and distribution platform for
investment research providers.
Founded in 1999, BlueMatrix's best-in-class investment research
and publishing platform provides investment banks and research
analysts with a comprehensive solution across the highly regulated
investment research production workflow. Thoma Bravo's investment
is expected to enable BlueMatrix to accelerate global growth and
innovation.
"We are thrilled to begin working with Thoma Bravo to accelerate
our momentum as we continue to provide unmatched solutions to our
clients around the world," said Patricia
Horotan, CEO of BlueMatrix. "By combining Thoma Bravo's
strategic and operational competencies with our team's track record
and culture of innovation, we are now in an even better position to
grow our global market leadership position."
"BlueMatrix's fully integrated, cloud-based solutions meet the
critical needs of investment banks and research analysts working
within the highly regulated investment research industry," said
Adam Solomon, a Partner at Thoma
Bravo. "We are excited to leverage our deep sector expertise to
support BlueMatrix as the company continues to revolutionize
investment research workflow through continued innovation."
"We have long been impressed by Patricia and her team's
leadership and creation of a world-class investment research and
publishing platform," said Chandler
Gay, a Vice President at Thoma Bravo. "We look forward to
supporting BlueMatrix as the company continues to broaden and
strengthen its product offerings."
Debt financing for the transaction was provided by Golub
Capital. Kirkland & Ellis LLP served as legal advisor to Thoma
Bravo and Raymond James served as
financial advisor. Mintz, Levin, Cohn, Ferris, Glovsky and Popeo,
P.C. served as legal advisor and Stifel served as financial advisor
to BlueMatrix.
About Thoma Bravo
Thoma Bravo is one of the largest
software investors in the world, with approximately US$134 billion in assets under management as of
September 30, 2023. Through its
private equity, growth equity and credit strategies, the firm
invests in growth-oriented, innovative companies operating in the
software and technology sectors. Leveraging Thoma Bravo's deep
sector knowledge and strategic and operational expertise, the firm
collaborates with its portfolio companies to implement operating
best practices and drive growth initiatives. Over the past 20
years, the firm has acquired or invested in more than 455 companies
representing over US$255 billion in
enterprise value (including control and non-control investments).
The firm has offices in Chicago,
London, Miami, New
York and San Francisco. For
more information, visit Thoma Bravo's website at
thomabravo.com.
About BlueMatrix
BlueMatrix is the industry standard
and the world's largest publisher of investment research. For over
two decades BlueMatrix connects the world's leading asset and
wealth managers with nearly 1,000 research firms in more than 50
countries and serves internal teams across multi-national
corporations from its offices located in Durham (HQ), New
York, London, Edinburgh, and Timisoara.
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 content. For more information, visit
BlueMatrix's website at www.bluematrix.com.
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SOURCE Thoma Bravo