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Emerging Information Systems Inc.

Private Company Ticker Symbol™: (EMEINFP)

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

Industry Codes

PICS™:1501519
NAICS:View
SIC:View

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especially toward privately-held companies and including newer emerging sub-industries that are not reflected in other outdated industry classification systems, such as SIC and NAICS.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)

Below are Emerging Information Systems Inc. financials and other business metrics displayed in table format.
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Income Statement20112010200920082007200620052004200320022001
RevenuesViewViewViewViewViewViewC$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 ViewViewViewViewView$2,925,000$3,240,000$3,000,000$1,800,000$1,200,000
Employee Figures20112010200920082007200620052004200320022001
Total Employees ViewViewViewViewView255240220140 
Productivity (Revenue/Employee) ViewViewViewViewViewC$76,471 [CAD]C$90,000 [CAD]C$92,727 [CAD]C$85,714 [CAD] 
Notes
Financial Notes:
*Emerging Information Systems Inc. fiscal year end: 10/31
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Charts, Financials, and Statistics (Graphs)

Below are Emerging Information Systems Inc. financials and other business metrics displayed in table format.
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Emerging Information Systems Inc. Revenues (C$ MM, CAD):
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Sample Graph
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Emerging Information Systems Inc. Research & Development Expense ($ MM):
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Emerging Information Systems Inc. Total Employees:
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Emerging Information Systems Inc. Productivity (Revenue/Employee) (C$, CAD):
(Revenue Per Employee, Displayed as graph)

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Mergers & Acquisitions

PrivCo's M&A Activity table for Emerging Information Systems Inc. displays the mergers and acquisitions involving Emerging Information Systems Inc., for example if Emerging Information Systems Inc. acquired or was acquired by another entity, any leveraged buyout (LBO), etc.
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DateStatusTargetBuyerDeal TypePrice
Details2003CompletedEmerging Information Systems Inc.1Birch Hill Equity PartnersMinority Stake PurchaseUnspecified
Details2005CompletedEmerging Information Systems Inc.2Birch Hill Equity PartnersAcquisition
Majority Acquisition
Unspecified
DetailsAug. 2006CompletedViewViewAcquisitionView
DetailsOct. 2006CompletedView3ViewAcquisition
Add-On
View
Notes
1Private 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 →
2Private 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 →
3Private equity-backed Emerging Information Systems...Read More →
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Supplemental Resources

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You are viewing a free limited preview of Emerging Information Systems Inc.
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