Montagu to acquire financial intelligence provider EPFR from Informa PLC

19.07.2022

Montagu, a leading private equity firm, is pleased to announce that it has agreed to acquire Emerging Portfolio Funds Research (EPFR) from Informa. EPFR is a market-leading data provider that tracks the flow of funds across global capital markets, allowing financial professionals access to granular information that helps in the identification of investable trends, ultimately driving better investment decision-making. Its datasets serve more than 350 clients spanning a broad range of financial institutions from around the world.

Headquartered in Boston, Massachusetts, United States with a presence in the world’s major financial hubs across the US, UK, and APAC, EPFR’s mission-critical products are supported by long-tenured client relationships and strong customer advocacy levels.

EPFR Chief Executive Officer Todd Willits said: “We are excited to be partnering with Montagu. With their expertise in tech-enablement and specialist carve-out experience, we are confident they will provide EPFR with a platform for long-lasting, accelerated growth. With Montagu’s support, we will build on existing initiatives to drive innovative new products and services, while accelerating growth and raising brand awareness as we look to establish ourselves as a high-quality company in our own right.”

We are excited to be partnering with Montagu. With their expertise in tech-enablement and specialist carve-out experience, we are confident they will provide EPFR with a platform for long-lasting, accelerated growth.

Todd Willits, CEO, Emerging Portfolio Funds Research (EPFR)

EPFR exhibits many of the hallmarks of a Montagu investment, a clear market leader with a track-record of robust growth and strong client relationships. We are excited to partner with the EPFR team and fulfill the company’s growth potential,” said Montagu Director Pascal Ambrosi.

EPFR exhibits many of the hallmarks of a Montagu investment, a clear market leader with a track-record of robust growth and strong client relationships.

Pascal Ambrosi, Director, Montagu