Quicken, Inc.
Classification
Private
Financials
Revenue & Profit
Valuation
Ratios
People
Deals
M&A2024-03-15Completed
Investor Sponsors NorthBridge PE | Stake Tags 100% |
Deal Amount $120M | Is PE deal Yes |
Target Company Valuation $1.20 MM | Is deal PE backed Yes |
Techniques Acquisition of Assets, Taken Private | Total Acquired 100% |
Investor Sponsors
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
Investor Sponsors -- | Stake Tags Majority |
Deal Amount Undisclosed | Is PE deal No |
Target Company Valuation -- | Is deal PE backed Yes |
Techniques Secondary Sale, Management Buy-out (MBO) | Total Acquired 65% |
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