Institutional Shareholder Services Acquires Strategic Insight

Acquisition deal expands ISS’ suite of offerings to the global investment management community

Strategic Insight (SI) announced it has entered into a definitive agreement to be acquired by Institutional Shareholder Services Inc. (ISS), another Genstar Capital-backed company.  This transaction, which is expected to close in Q1 2019, will position SI to deliver additional value and product enhancements to our clients moving forward. 

SI has been focused on expanding our data and analytics platform to help clients make more informed strategic decisions.  To date, SI has built an extensive set of global business intelligence solutions for asset management, wealth management platforms, insurance and mortgage markets that empower executive strategy, product development, business intelligence and distribution effectiveness.  Clients are excited about our increasingly integrated datasets, advanced analytics, advisory insights and expanding global reach, but they tell us they want more – more geographies, more research, more frequent data releases – all of which SI is planning to deliver.  This transaction will accelerate SI’s ability to execute on these requests.  

This acquisition will provide SI with an increase in scale and resources, an established local presence in additional global markets, a commitment to providing gold standard research and advisory, and an expanded product development organization.  We look forward to combining SI’s industry leading solutions for product strategy, distribution benchmarking, best execution and customer satisfaction with ISS, while pushing the SI platforms into the future with integration of ISS’ extensive ESG capabilities. 

Additional details can be found in the official press release.