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Capstone Partners Advises netDecide Corporation on Sale to Informa Financial

September 2003

Boston, MA - Capstone Partners LLC, a national investment banking firm specializing in middle-market mergers and acquisitions, today announced that the company has advised netDecide Corporation on its sale to Informa Financial, a wholly-owned subsidiary of Informa Group PLC (LSE: INF.L). The terms of this transaction were not disclosed. Capstone Partners initiated the transaction, acted as financial advisor, and assisted in the negotiations for netDecide Corporation.

netDecide Corporation provides financial services institutions with the platform to help their clients, from emerging affluent to ultra-high net worth, intelligently manage wealth. The solution drives down the time and cost to deliver financial advice and focuses on the key business drivers of a financial institution - asset growth and advisor productivity. netDecide's award-winning technology allows financial institutions to collaborate with their clients either face-to-face or over the Web to answer day-to-day questions, provide modular advice - for example an asset allocation plan only - or create a comprehensive wealth management strategy. The flexibility and functionality of the system make it easy for financial service firms to get started quickly and provide tailored, actionable advice.

“This transaction represents an important step in the ongoing evolution of netDecide into the premier provider of technology solutions to the wealth management community” commented John Ferrara, President and Managing Director of Capstone Partners. He continued, “netDecide has found an excellent partner in Informa, which brings highly complementary offerings in the financial services technology and information services sectors. This combination brings together an unprecedented breadth of offerings to current and potential clients, while at the same time providing additional financial strength to pursue and exploit new opportunities.”

netDecide’s wealth management platform will be integrated with the investment management offerings of Effron Enterprises, a subsidiary of Informa Financial, which has been providing technology to the financial services community since 1976.

netDecide Corporation provides banks, brokerage firms and insurance companies with the financial analytics and workflow tools to help their clients intelligently manage wealth. Ranked #1 by analyst firms such as Forrester Research and Celent Communications, the solution drives down the time and cost to deliver financial advice to customers including Bank of America, The Advest Group, Morgan Keegan, Legg Mason Wood Walker and Robert W. Baird.

Informa Financial, headquartered in Westborough, Mass., is a subsidiary of London-based Informa Group plc (LONDON: INF). Informa Financial encompasses the group’s financial information business units. It is comprised of iMoneyNet, International Insider, The Townsend & Schupp Company, Effron Enterprises, MCM Watch and Informa Research Services Inc. Informa offers “must have” business-to-business information through 3,500 conferences and seminars and nearly 800 print and electronic publications from offices in 16 countries.

 

Lead Professional

John Ferrara

Founder & CEO
“I have used a number of investment banks over the past 17 years including most of the larger Wall Street firms and the Capstone team not only far exceeded my expectations but  also clearly outperformed any of those firms.”
Jim Calnan
CFO & Shareholder
NetDecide