RFI Global Acquires MacroMonitor

Diversis Capital Provides Growth Investment in RFi Group

November 16, 2020

Data & Analytics

Los Angeles-based private equity firm Diversis Capital made a strategic growth investment in Retail Finance Intelligence PTY. LTD. (RFi Group), a data-driven insights provider to the global financial services industry. The founders retain significant minority ownership and will continue to lead the company as it expands its technical Data-as-a-Service capabilities and geographic footprint.

ISI Markets Acquires EPFR to Expand Global Intelligence Platform

August 1, 2024

Data & Analytics

ISI Markets (formerly ISI Emerging Markets Group) has acquired EPFR, a leader in fund flows and allocation data, adding a proprietary macro funds-flow dataset to its CEIC and EMIS offerings. The deal, announced 1 August 2024, strengthens ISI Markets' data capabilities for asset managers, hedge funds and banks and follows prior Montagu-backed consolidation of data assets.

Oxford Economics Acquires Majority Stake in Alpine Macro

June 25, 2025

Financial Services

Oxford Economics has acquired a majority stake in Alpine Macro, a Montreal-based investment research firm founded in 2017. The deal combines Oxford Economics' macroeconomic capabilities with Alpine Macro's market-focused investment research to deepen research capabilities, accelerate global expansion, and deliver enhanced, AI-enabled research products to institutional clients; financial terms were not disclosed.

9fin Acquires Bond Radar to Expand Debt Market Coverage

March 24, 2025

Financial Services

9fin has acquired Bond Radar, a provider of intelligence and historical data for global primary debt issuance markets, to enhance its debt market analytics platform. The acquisition adds two decades of historical transaction data and expands 9fin's coverage into investment grade debt, asset-based finance and key emerging markets.

TRG Screen Acquires Market Data Insights (MDI)

February 11, 2020

Financial Services

TRG Screen has acquired Market Data Insights (MDI), a provider of market data expense management and managed services, to expand its managed-services capability and broaden its market data optimization offerings. Financial terms were not disclosed.

Morningstar Acquires PlanPlus Global

March 3, 2020

Software

Morningstar, Inc. has agreed to acquire PlanPlus Global, a Toronto-based financial-planning and risk-profiling software provider. The deal (terms undisclosed) is intended to expand Morningstar's financial-planning capabilities and integrate PlanPlus's FinaMetrica Profiler and ProPlanner products into Morningstar's advisor-facing offerings; the transaction was expected to close in the second quarter of 2020.