On January 22, 2025, BlueMatrix, a global leader in financial services research publishing, acquired Street Context, a market leader in email intelligence and analytics, to create an integrated information platform enhancing content creation, distribution, and consumption for financial institutions. The acquisition aims to unify authoring, financial data, and analytics to provide more targeted client communications and actionable insights. The deal is expected to bolster activities such as corporate engagement, roadshows, and client prospecting.

Patricia Horotan, CEO of BlueMatrix, described the acquisition as a transformative step in delivering advanced solutions for financial institutions. Street Context CEO Blair Livingston highlighted the strategic synergy in redefining communication and engagement in financial markets. Thoma Bravo Partner Adam Solomon emphasized the potential for innovation in information flow within the industry.

The acquisition was financed through debt provided by Golub Capital. Legal advisors included Kirkland & Ellis LLP and McMillan LLP for BlueMatrix, while DLA Piper advised Street Context. RBC Capital Markets, LLC acted as financial advisor. The transaction is effective immediately, with both firms ensuring a seamless transition for clients.