Quicken, Inc.

Menlo Park, California

Classification

Private

Financials

Revenue & Profit

Revenue

Valuation

Valuation

Ratios

Revenue / EBITDA
$123 MM
Valuation / Revenue
$123 MM
Valuation / Employees
$123 MM
EBITDA / Revenue
$123 MM
1-Year CAGR (Revenue)
03
3-Year CAGR (Revenue)
11
1-Year CAGR (Employees)
19
3-Year CAGR (Employees)
96

People

Employee Figures

Employees

Key Executives

NameTitleSocialsEmailPhone
John DoeEmployee
--
Jane DoeEmployee
John DoeEmployee
John DoeEmployee

401K

Total Active Participants
1234
No. Participants with Account Balances
56789
Total Liabilities Start of Year
1234
Total Assets Start of Year
56789

Deals

M&A2024-03-15Completed

Seller

Founders Group

Investor Sponsors

NorthBridge PE

Deal Amount

$120M

Target Company Valuation

$1.20 MM

Techniques

Acquisition of Assets, Taken Private

Stake Tags

100%

Is PE deal

Yes

Is deal PE backed

Yes

Total Acquired

100%

Secondary Transaction2023-09-01Canceled

Target

BrightHealth Technologies

Seller

Early Investors Consortium

Investor Sponsors

--

Deal Amount

Undisclosed

Target Company Valuation

NaN

Techniques

Secondary Sale, Management Buy-out (MBO)

Stake Tags

Majority

Is PE deal

No

Is deal PE backed

Yes

Total Acquired

65%

Funding

About

About

Quicken, Inc. is a provider of personal finance software, offering tools to help users manage their finances, track spending, and plan for the future. Quicken has built a reputation for delivering comprehensive financial management solutions to millions of customers. The company's software products cater to both personal and small business finance needs, providing seamless integration with financial institutions, robust security features, and a user-friendly interface. Quicken aims to empower individuals and small businesses to make informed financial decisions and achieve their financial goals through intuitive and powerful financial management tools. Product Breakdown Quicken Classic: This suite includes multiple versions tailored to different financial management needs. Quicken Classic offers versions such as Deluxe and Premier, which are designed for personal finance management, including budgeting, expense tracking, and investment tracking. The software provides features like customizable budgets, bill reminders, and investment performance tracking. It syncs across desktop, web, and mobile platforms, ensuring users can manage their finances anytime, anywhere. Quicken Simplifi: Simplifi is a modern, mobile-first solution that simplifies personal finance management. It offers real-time tracking of spending, income, and savings goals. Users can create personalized spending plans, track all their accounts in one place, and receive insights through alerts and reports. Simplifi is designed for those who prefer an intuitive and straightforward approach to managing their finances. Quicken for Mac: Specifically tailored for Mac users, this version includes all essential financial management tools, such as tracking expenses, creating budgets, and managing investments. It offers seamless integration with various financial institutions and ensures data security with 256-bit encryption. Quicken Mobile App: The mobile app complements the desktop software, allowing users to manage their finances on the go. It includes features like transaction tracking, budget monitoring, and bill reminders, ensuring users stay on top of their financial activities. Quicken Business & Personal: This version is tailored for individuals who need to manage both personal and small business finances. It includes tools for managing rental properties, tracking business expenses, and generating tax reports. Users can keep business and personal finances separate while having the flexibility to view combined reports when needed.

Keywords

Keywords

Classified

Private