BlueMatrix and Street Context Join Forces to Revolutionize Financial Communication and Analytics

BlueMatrix Acquires Street Context

In a significant move set to reshape the landscape of financial communication, BlueMatrix, a leading provider in financial services research and publishing, has announced its acquisition of Street Context, a pioneering company specializing in email intelligence and analytics. This partnership is poised to establish a next-generation information platform that will transform how financial institutions create, distribute, and consume content.

The Vision of Integration

The primary objective behind this merger is the creation of a unified platform that merges authoring capabilities with comprehensive financial data and consumption analytics. This integration will empower financial institutions to enhance their client communications, making them more data-driven and targeted. By improving activities such as road shows, corporate engagement, and prospecting, the new system aims to provide a substantial boost in revenue-generating operations for clients.

According to Patricia Horotan, CEO of BlueMatrix, the acquisition marks a transformative milestone for both companies: "Bringing together Street Context and BlueMatrix is a transformative step for our company and our clients. This acquisition accelerates our ability to deliver unparalleled insights and solutions, enabling our clients to make more informed decisions and strengthen their client relationships. It also extends our global footprint, solidifying us as the industry standard."

Elevating Client Engagement

Street Context's expertise in email intelligence will be a key asset for BlueMatrix, allowing them to optimize client interactions across different channels. Blair Livingston, CEO of Street Context, echoed these sentiments, stating, "Together, we'll become even deeper strategic partners to our clients, redefining how financial institutions communicate and engage."

Adam Solomon, a Partner at Thoma Bravo, emphasized the potential for the newly combined resources to revolutionize information sharing in the industry. He noted, "As a major consumer of information in capital markets, we understand the power of bringing the BlueMatrix and Street Context platforms together. We believe this merger has the potential to rethink and reinvent how information moves through the industry."

Immediate Benefits for Clients

Effective immediately, both organizations are committed to ensuring a seamless transition for all clients and stakeholders involved. Current customers can expect uninterrupted service as they gain access to enhanced capabilities through this merger. With a focus on optimizing the flow of information, BlueMatrix plans to provide best-in-class distribution and readership analytics. These features will deliver actionable insights that will help clients stay competitive.

Financing and Advisory Support

The acquisition has been supported by debt financing from Golub Capital, solidifying the financial backing for this significant marketplace consolidation. Legal advisement for BlueMatrix came from Kirkland & Ellis LLP and McMillan LLP, while RBC Capital Markets, LLC served as a financial advisor. Street Context received legal counsel from DLA Piper.

About the Companies

BlueMatrix is recognized as the world’s largest publisher of investment research. For over 20 years, the company has connected prominent asset and wealth managers with research firms across more than 50 countries, enhancing the efficiency and security throughout the information lifecycle. BlueMatrix aims to deliver complete solutions for investment research needs, from compliance tracking to interactive publishing.

On the other hand, Street Context is distinguished for its dedication to optimizing email communications within capital markets. As email remains crucial for financial interactions, Street Context focuses on delivering top-tier email management and analytics, aiding both the buy-side and sell-side in leveraging information effectively.

Conclusion

As we witness these strategic developments within the financial services sector, the integration of BlueMatrix and Street Context stands as a beacon for future innovation. Clients and stakeholders alike will benefit from a new era of data-informed decision-making and client engagement, setting new industry standards as they move forward together. For further details on both companies, visit BlueMatrix and Street Context.