FactSet acquires LiquidityBook for $246.5 million, enhancing trade workflow solutions

Published 10/02/2025, 15:06
© Reuters.

Investing.com -- FactSet (NYSE: FDS), a leading provider of financial digital platforms and enterprise solutions, has acquired LiquidityBook, a provider of cloud-native trading solutions, for a total cash sum of $246.5 million.

LiquidityBook offers a range of services to clients in the hedge fund, asset and wealth management, and sell-side middle office sectors. It operates a proprietary FIX network that simplifies connectivity to over 200 brokers and enables order routing to more than 1,600 destinations across 80 global markets.

The two companies had previously collaborated over the past year to integrate LiquidityBook’s order management system (OMS) into the FactSet Workstation. This integration aimed to connect various steps in the front office trade workflow, from security research and portfolio construction to order creation and trade execution. The acquisition will further this successful partnership and speed up FactSet’s mission to connect the front office with the middle office.

Rob Robie, Executive Vice President, Head of Institutional Buy Side at FactSet, said that the acquisition shows FactSet’s commitment to streamline workflows across the entire portfolio life cycle, reducing clients’ total cost of ownership. He added that clients prefer to focus on actionable investment decisions, rather than switching between different research, portfolio management, and trading platforms.

Founded in 2005, LiquidityBook is based in New York and employs around 70 people worldwide. The company offers a modular platform for the full trading life cycle, allowing multi-asset class portfolio, order, and execution management capabilities. Its solutions enable clients to monitor intraday portfolio holdings, initiate and monitor trade orders, manage client/broker commissions, and process post-trade reconciliations through a single code base for every use case.

The acquisition, which closed on February 7, 2025, was funded by borrowings under FactSet’s existing revolving credit facility. It is expected to have a modestly dilutive effect on FactSet’s fiscal 2025 GAAP and adjusted diluted EPS.

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