BlueMatrix, a Durham, NC-based provider of an end-to-end content creation and distribution platform for investment research providers, received an investment from Thoma Bravo.
The amount of the deal was not disclosed. Debt financing for the transaction was provided by Golub Capital.
The company intends to use the investment to expand operations and its business reach.
Led by CEO Patricia Horotan, BlueMatrix is a publisher of investment research. Founded in 1999, the company provides an investment research and publishing platform giving investment banks and research analysts with a comprehensive solution across the highly regulated investment research production workflow. The product 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 over two decades, the company has connected asset and wealth managers with nearly 1,000 research firms in more than 50 countries.
The company currently serves internal teams across multi-national corporations from its offices located inĀ DurhamĀ (HQ),Ā New York,Ā London,Ā Edinburgh, and Timisoara.
FinSMEs
09/01/2024