Thoma Bravo makes strategic investment in BlueMatrix

Investment to Accelerate Global Growth and Innovation
PRNewswireDecember 14, 20234 min

Thoma Bravo, a leading software investment firm, announced it has signed a definitive agreement to make a strategic growth investment in BlueMatrix, a leading end-to-end content creation and distribution platform for investment research providers. Upon closing of the transaction, Founder and CEO Patricia Horotan will continue to lead the company and will retain a significant ownership position. Terms of the transaction were not disclosed.

BlueMatrix is the trusted investment research and publishing platform of choice for many of the world’s leading investment banks and research analysts. The company’s fully integrated and cloud-based solutions provide end-to-end coverage of the highly regulated investment research production workflow, including content creation, global compliance approval, distribution, hosting and analytics. BlueMatrix’s suite of solutions positions it as the only global platform of scale with capabilities across the complete investment research authoring and publishing lifecycle.

“We’ve grown BlueMatrix into the global market leader in end-to-end investment research and publishing solutions, with customers across 70 countries, and are excited to accelerate our strong momentum with capital, operational and strategic support from Thoma Bravo,” said¬†Patricia Horotan, CEO of BlueMatrix. “Thoma Bravo’s investment is a testament to what we’ve built and will enable us to drive continued innovation to better serve our customers as we enter this new phase of growth.”

“Since its founding in 1999, BlueMatrix has established itself as the best-in-class platform for the highly regulated investment research industry, and under its strong leadership team, the company is well-positioned to capitalize on the growing market opportunity,” said¬†Adam Solomon, a Partner at Thoma Bravo. “We are thrilled to support BlueMatrix through its next chapter as it continues to deliver its unparalleled solutions to the most sophisticated investment banks and research analysts worldwide.”

“As the gold standard provider of end-to-end investment research and publishing software, BlueMatrix has reimagined the investment research workflow, driving unmatched results for its global portfolio of customers,” said¬†Chandler Gay, a Vice President at Thoma Bravo. “We look forward to leveraging Thoma Bravo’s deep sector expertise to help drive continued growth and innovation.”

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