BlueMatrix Strengthens Its Global Presence with RMS Acquisition for Enhanced Investment Insights

BlueMatrix Expands Global Horizons with RMS Acquisition

In a significant move aimed at bolstering its global presence, BlueMatrix, a leader in capital markets content authoring and distribution, has announced the acquisition of RMS Partners, a renowned investment research software platform. This strategic acquisition, completed on September 16, 2025, is set to enhance BlueMatrix's footprint significantly across the EMEA (Europe, the Middle East, and Africa) and APAC (Asia-Pacific) regions.

The importance of this deal extends beyond mere geographical expansion. With RMS’s advanced capabilities in aggregating and analyzing financial data, BlueMatrix aims to deepen its product offerings in both sell-side and buy-side investment research workflows. The RMS platform, known for its ability to create custom models and reports, will enable clients to make more informed investment decisions while enhancing their research authoring processes.

Patricia Horotan, CEO of BlueMatrix, expressed enthusiasm about the acquisition, stating, "We are thrilled to welcome the RMS team and are privileged to serve the existing customers who trust this platform. By combining our expertise and dedication to capital markets software innovation, we will deliver even greater value and insights to the global investment research community."

The acquisition also establishes a strengthened partnership between BlueMatrix and FactSet, whereby FactSet becomes the preferred data provider for BlueMatrix. This collaboration is anticipated to create synergies that will benefit both companies and their clients. Kristina Karnovsky, Executive Vice President at FactSet, noted, “This represents a positive, strategic choice for our Dealmakers Wealth sell-side business unit, continuing to drive FactSet's growth.”

Through this acquisition, BlueMatrix is expected to accelerate its product roadmap, delivering innovation within the research ecosystem. By enhancing client-centric solutions, BlueMatrix aims to create a more interconnected platform for research and investment professionals worldwide.

Achim Fehrenbacher, Vice President and Head of RMS, conveyed optimism about the future, stating, "The RMS team is excited and fully committed to this new chapter of growth and innovation with BlueMatrix. Our combined product offerings will allow us to serve numerous departments within our existing clients, driving increased returns on investments and improving capital markets content delivery."

Under the support of Thoma Bravo, a sizable software investment firm, BlueMatrix is well-placed to accelerate RMS's growth trajectory while enhancing solutions tailored for RMS clients. Clients will continue enjoying seamless service and will also benefit from an extended suite of features.

BlueMatrix has established itself as the leading technology provider in capital markets content publishing, trusted by over a thousand financial institutions worldwide. Its platform serves clients in more than 50 countries, delivering key investment insights while improving efficiency and collaboration throughout the information lifecycle.

This strategic acquisition signifies BlueMatrix's commitment to enhancing its services and staying at the forefront of innovation in the investment research domain. By integrating RMS’s advanced capabilities, BlueMatrix is poised to revolutionize the capital markets by providing comprehensive solutions for content authoring, compliance, and distribution in an increasingly complex financial environment.

For further information on the implications of this acquisition for the investment research community, visit BlueMatrix's official website.

About BlueMatrix
BlueMatrix is recognized as the global leader in capital markets content publishing technology, facilitating the effective exchange of critical investment insights. With a mission to enhance content delivery while ensuring compliance, BlueMatrix’s scalable platform optimally meets the bespoke needs of its users.

About Thoma Bravo
Thoma Bravo, with around $184 billion in assets under management, remains a major player in software investments. Through its diverse strategies, it supports growth-oriented companies in the software and technology space, driving innovations in operational practices and growth initiatives for its portfolio companies.