FiscalNote divests units to Dow Jones for $40 million

Published 31/03/2025, 12:06
FiscalNote divests units to Dow Jones for $40 million

WASHINGTON - FiscalNote Holdings, Inc. (NYSE: NOTE), a provider of AI-driven policy and regulatory intelligence solutions currently trading at $0.89 per share, has completed the sale of its Global Intelligence businesses, Oxford Analytica and Dragonfly, to Dow Jones for a total consideration of $40 million. According to InvestingPro analysis, the company appears undervalued at its current market capitalization of $135 million. The transaction will allow FiscalNote to pay down its debt and focus on its core policy customer base.

The divestiture, which was finalized recently, is expected to yield net proceeds of about $27.1 million after customary post-closing adjustments. This capital will be used to reduce FiscalNote’s senior term debt by 30.6%, leaving a balance of around $61.5 million. Over the past twelve months, the company has cut its senior term debt by more than 60%. InvestingPro data shows the company maintains impressive gross profit margins of nearly 79%, though its current ratio of 0.85 indicates some liquidity challenges.

FiscalNote’s strategic move to sell these assets is part of its broader plan to concentrate on its primary market of over 4,000 global policy customers, aiming to drive product-led growth and increase operating profitability. The company anticipates that these efforts will contribute to a future positive free cash flow.

Solomon Partners acted as the exclusive financial advisor, and Greenberg Traurig, LLP served as legal counsel for FiscalNote in this transaction.

The sale is seen as a step to strengthen FiscalNote’s balance sheet and ensure sustained growth within its main line of business. FiscalNote, established in 2013, has been at the forefront of providing solutions that offer crucial insights for political and business risk management, leveraging proprietary AI technology and comprehensive data.

The company’s portfolio includes PolicyNote, CQ, Roll Call, VoterVoice, and other prominent products and brands. With a global presence across North America, Europe, Asia, and Australia, FiscalNote continues to serve a diverse range of customers worldwide.

This news is based on a press release statement from FiscalNote.

In other recent news, FiscalNote Holdings reported its fourth-quarter 2024 earnings, which revealed a wider-than-expected loss and lower revenue than anticipated. The company posted an earnings per share loss of $0.10, missing the consensus estimate of a $0.08 loss, and revenue came in at $27.06 million, falling short of the expected $30.59 million. Despite these results, FiscalNote achieved its first full year of positive adjusted EBITDA at $9.8 million and reduced its operating expenses by 24% in the fourth quarter. Additionally, FiscalNote has extended the maturity date of its outstanding Subordinated Convertible Promissory Notes to April 15, 2026, with an option to convert up to 20% of the note’s outstanding principal and accrued interest into Class A common stock. The company aims to manage its debt more effectively while offering legacy investors potential equity participation. FiscalNote’s guidance for 2025 projects revenue between $94 million and $100 million, with adjusted EBITDA expected to be between $10 million and $12 million. The company launched a new AI-driven platform, Policy Note, in January 2024, which is expected to positively impact customer engagement and retention.

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