50+year
History
>350
Clients
>$50trn
Assets tracked
Leading provider of funds flow data, allowing financial professionals access to granular information to identify investable trends and support better investment decision-making
A Montagu business
- EPFR provides mission-critical datasets for participants across the value chain
- Provision of greater granularity of current and time series data facilitated by differentiated data processes, and underpinned by relationships with asset managers and fund administrators
- Attractive business model with a track record of weathering economic cycles, in stable and resilient end markets with long-term trends
- Opportunity to drive organic growth and M&A
Supporting the carve-out and accelerating growth
We are supporting management to:
- Undertake the carve-out of EPFR from Informa
- Further penetrate existing customer footprint and expand into new markets
- Pursue selective strategic M&A to expand available datasets, analytical capabilities, and geographical footprint