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Emerging Information Systems Inc.
Business Summary
Emerging Information Systems, Inc., a subsidiary of Zywave, Inc., is a privately-held software development company that specializes in financial planning software tools. EISI targets its software towards financial advisors and enterprises. Emerging Information Systems offers its suite of products under the NaviPlan name, which provides financial assessment tools with cash flow-based planning options. The company also provides Profiles Forecaster, a goal-based application that allows financial advisors to provide in-depth financial analysis for their client's portfolios. Additional services include cost projections, tax calculations, simulations, and opportunity assessments that take into account expenses, assets, liabilities, and stock options. Some of EISI's major clients include KPMG, Fidelity and Morgan Stanley. All programs come in stand-alone and suite versions that offer configurable options and collaboration tools. Founded in 1990 by Darren Miller, Geoff Crysdale, and Mark Evans, EISI has headquarters in Winnipeg, Canada.
Overview & Corporate Organization
Basic Information
| Company Tags: | PE Backed |
| Year Founded: | 1990 |
| Fiscal Year End: | 10/31 |
| 1YR Revenue Growth Rate: | View % |
| 3YR Revenue Growth Rate (CAGR): | View % |
| 1YR Employee Growth Rate: | View % |
| 3YR Employee Growth Rate (CAGR): | View % |
| City: | Winnipeg |
| State/Province: | Manitoba |
| Country: | Canada |
| Phone: | View |
| Fax: | View |
| Websites: | www.eisi.com www.naviplan.com |
Corporate Organization
| Subsidiaries: | Financial Profiles, Inc. |
| Brands: | Advice Fusion EISI NaviPlan Profiles |
| Founders: | Darren Miller Geoff Crysdale Mark Evans |
Industry Information
PrivCo Industries (Sector > Industry > Sub-Industry)
| Technology > Software > Financial & Accounting Software |
The PrivCo Industry Classification System™ (PICS) is our proprietary, modernized industry classification system, geared especially toward privately-held companies and including newer emerging sub-industries that are not reflected in other outdated industry classification systems, such as SIC and NAICS.
Competitors & Comparables
Competitors
| Algorithmics |
| Informa Investment Solutions |
| Misys |
Charts, Financials, and Statistics (Table Format)
Copy & Paste Financials Into Spreadsheet or
| Income Statement | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 |
| Revenues | View | View | View | View | View | View | C$19,500,000 [CAD] | C$21,600,000 [CAD] | C$20,400,000 [CAD] | C$12,000,000 [CAD] | C$8,000,000 [CAD] |
| Research & Development Expense | View | View | View | View | View | $2,925,000 | $3,240,000 | $3,000,000 | $1,800,000 | $1,200,000 | |
| Employee Figures | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 |
| Total Employees | View | View | View | View | View | 255 | 240 | 220 | 140 | ||
| Productivity (Revenue/Employee) | View | View | View | View | View | C$76,471 [CAD] | C$90,000 [CAD] | C$92,727 [CAD] | C$85,714 [CAD] |
| Financial Notes: | |
| * | Emerging Information Systems Inc. fiscal year end: 10/31 |
Charts, Financials, and Statistics (Graphs)
(Copy and paste into spreadsheet or export all Emerging Information Systems Inc. financials to Excel and create your own graphs.)
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Emerging Information Systems Inc. Revenues (C$ MM, CAD): |
Emerging Information Systems Inc. Research & Development Expense ($ MM): |
Emerging Information Systems Inc. Total Employees: |
Emerging Information Systems Inc. Productivity (Revenue/Employee) (C$, CAD): |
Mergers & Acquisitions
| Date | Status | Target | Buyer | Deal Type | Price | |
| Details | 2003 | Completed | Emerging Information Systems Inc.1 | Birch Hill Equity Partners | Minority Stake Purchase | Unspecified |
| Details | 2005 | Completed | Emerging Information Systems Inc.2 | Birch Hill Equity Partners | Acquisition Majority Acquisition | Unspecified |
| Details | Aug. 2006 | Completed | View | View | Acquisition | View |
| Details | Oct. 2006 | Completed | View3 | View | Acquisition Add-On | View |
| 1 | Private equity firm Birch Hill Equity Partners acquired an exploratory 10% stake in Emerging Information Systems (EISI), a financial software development company, for an undisclosed amount. - Details → |
| 2 | Private equity firm Birch Hill Equity Partners acquired a majority ownership stake in Emerging Information Systems (EISI), a financial planning software solutions company, for an undisclosed amount. - Details → |
| 3 | Private equity-backed Emerging Information Systems...Read More → |
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Supplemental Resources
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