Acquiring Innovative Financial Data,
Research and Insight Companies.
Our client is a highly innovative, truly global player in the research and
investment space, looking to make significant acquisitions across the sector.
Please read on to discover the acquisition criteria.
Who are we and why are we contacting you?
About us:
We are Orb - A specialist investment deal-flow company with offices in London and Geneva. We work with global businesses and investors to identify off-book acquisition and investment opportunities.Our core business is identifying opportunities where the acquirer/investor and the target companies can look to achieve a genuine win-win deal. We do this by working closely with our clients to understand which businesses will complement their growth strategy before identifying and reaching out to discuss the opportunity.
About this opportunity:
Our client, a prominent and forward-thinking global leader in the financial research sector, is actively pursuing strategic opportunities to expand its presence in the financial data, research, and insights industry. Our client is well-positioned to collaborate with, invest in, or potentially acquire companies that complement and enhance its current offering.Over the next year, the client is specifically targeting opportunities in the financial data, research, and insights space, focusing on both services and software solutions. The acquisition targets should have strong technological capabilities and unique content offerings that can be integrated into our client's existing platform. By doing so, our client aims to provide innovative new services and valuable insights to its global customer base.
Market Position: Target companies should have a strong presence in the financial data, research, analytics, and insights industry, with a track record of success and proven growth potential.
Technological Capabilities: Companies should possess cutting-edge technology or proprietary solutions, including data visualisation and analytics tools, that can be easily integrated into our client's platform, providing a competitive advantage in the market.
Content Offerings: The ideal partner should have a unique, high-quality content portfolio that caters to multiple investment verticals and complements and enhances our client's existing services.
Geographic Reach: Target companies should either have a global footprint or demonstrate potential for international expansion, aligning with our client's worldwide presence.
Cultural Fit: Prospective partners or acquisition targets must share our client's commitment to innovation, customer satisfaction, and long-term growth in diverse investment verticals.
Acquisition Criteria
Data, Research and Insights
The investment focus is centred on financial data, content, research and insight that cater to the global investment community with a primary objective of providing decision making insights, insightful marketing or research content.
Financial Parameters
The target revenue range is an estimated 5 to 10 million (GBP). Ideally the company will profitable or to be in a position that is close to profitability with very low or no debt.
Management Team
The management team will be incentivised to stay and run the business and perform against a mutually agreed earn-out business case. The acquirer is looking to build and work with a strong management base.
Integration & Structure
The assessment of suitability will necessitate a comprehensive understanding of the full ownership structure, with a preference towards acquiring 100% of the shareholding. (typical structure example: 50% closing payment and a 50% performance related earn-out)
Location & Reach
The business should be situated in either the United Kingdom or Europe and should have a well-established network of clients. Target companies should either have a global footprint or demonstrate potential for international expansion, aligning with our client's worldwide presence.
Building your deal
Orb is a contract financial research organisation. Our role is limited to assessing the suitability of your company for acquisition. Upon completion of the assessment, you will be introduced directly to the acquiring organisation's legal corporate investment team to facilitate the negotiation process.
We are sure you've got some questions?
Please use the links below to ask any questions you have or
book a direct meeting to discuss you options.
We look forward to hearing from you.
Email our Team Directly.
Book a call or meeting to discuss options.
Next steps.
1Book a meeting with our team.
Let our team introduce themselves, present the opportunity and understand a little more about your business.
(we and the client are happy to sign an NDA)
2Your business is reviewed.
Our team will review your business - If the business is a good fit, we will come back to you to arrange a direct introduction.
About Orb
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Orb MCL. 2024
Orb MCL operates within the investment sector. We have conducted a thorough review of the Financial Conduct Authority (FCA) regulations based on the nature of our services and activities. While are not required to be authorised or regulated by the FCA, we use these guidelines to remain committed to upholding the highest standards of conduct and professionalism in all our operations.