BLUEMATRIX
24.7.2024 10:01:29 CEST | Business Wire | Press release
BlueMatrix, the world’s largest publisher of investment research, has announced that, since the start of 2024 and a strategic growth investment by leading software investment firm’s Thoma Bravo, new revenue has grown an impressive 74% on the same period last year. BlueMatrix is doubling down on its investment in its clients through a growth strategy that includes strengthening its leadership team with two major C-suite appointments. Its new Chief Financial Officer and Chief Revenue Officer have over 40 years of combined experience in scaling software companies within the financial services landscape.
Joining BlueMatrix’s leadership team, overseen by Chief Executive Officer and President Patricia Horotan and alongside Chief Operating Officer Mirko Consolascio, is Ben McFadden, appointed as Chief Financial Officer. He brings more than 15 years of enterprise software strategic finance expertise. He was previously Head of Finance at Nintex, a leader in global automation software, and Revalize, a quote-to-cash provider for manufacturing. His prior experience includes five years as a sell-side equity research analyst at Keybanc Capital Markets focused on infrastructure software.
Ben McFadden commented: “I witnessed BlueMatrix’s trajectory firsthand seven years ago as a sell-side equity analyst and now I get to be a part of this exceptional team. My focus is on maintaining our impressive 97% customer retention, enabled by our international expertise, industry-leading products, and outstanding service. With Thoma Bravo's strategic investment too, I believe the future for BlueMatrix is very bright indeed.”
Also joining BlueMatrix’s leadership team is Bryan North-Clauss, appointed as its Chief Revenue Officer. Most recently, he held the position of Chief Revenue Officer at Truv, after leading AlphaSense's financial services sales division, where he contributed to growing its annual recurring revenue by 350% and productivity per salesperson by 400%. Earlier in his career, Bryan held senior roles in fixed income sales at Deutsche Bank, Morgan Stanley, Citi, and Lehman Brothers. His career began as a founding member of software firm JobDirect.com, acquired by Korn/Ferry.
Bryan North-Clauss stated: “This is a pivotal moment for me to join BlueMatrix and contribute to its ambitious expansion plans following January’s strategic investment by Thoma Bravo. Six months in, my focus remains on reinforcing our market dominance and share in our core verticals. For instance, 75% of all sell-side research is published using the BlueMatrix platform, highlighting our strong product-market fit and commitment to delivering world-class service. Moving forward, we aim to invest further in our clients' success to drive future growth.”
BlueMatrix’s continued growth strategy will focus on moving to new markets, including Europe, APAC region, and South America, to deliver technical expertise and client experience to a new audience of global clients. There will also be increased focus on enhancing the innovation that optimises workflows, scalability, and deep integration across its entire product suite to meet the evolving needs of its worldwide client base.
Patricia Horotan, Chief Executive Officer and President of BlueMatrix, said: “Our plans to expand our platform and portfolio of products for existing and new clients alike will not only reinforce our world-leading status, but bring the most advanced investment solutions to new generations of investors. Working with my leadership team, and in partnership with Thoma Bravo, we are excited to take BlueMatrix to new markets and new audiences.”
Founded in 1999, BlueMatrix employs 147 people, with 42% in the US and 39% in Romania. Expansion into new markets, including Europe, APAC region, and South America, is planned for the second half of this year, highlighting the company's international growth.
BlueMatrix offers fully integrated, cloud-based solutions for the entire investment research production workflow, including content creation, compliance approval, distribution, hosting, and analytics. This comprehensive suite positions BlueMatrix as the only global platform covering the complete investment research lifecycle.
About BlueMatrix
BlueMatrix, the world’s largest publisher of investment research, is a pioneering SaaS provider connecting content publishers and readers. Since 1999, BlueMatrix has developed advanced research-creation and distribution software for the financial services sell side, serving over 800 banks and institutions worldwide and supporting the production and publishing of 1.4 million items annually.
To view this piece of content from cts.businesswire.com, please give your consent at the top of this page.
View source version on businesswire.com: https://www.businesswire.com/news/home/20240724453243/en/
About Business Wire
Subscribe to releases from Business Wire
Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.
Latest releases from Business Wire
Spring is in Full Bloom at the Empire State Building with New Festive Experiences, Sweet Treats, and Seasonal Tower Lighting26.3.2026 21:30:00 CET | Press release
Spring is in full swing at the “World’s Most Famous Building.” The Empire State Building (ESB) today announced a vibrant lineup of spring events in NYC, which include special experiences, treat pop-ups, and an iconic tower lighting that captures the joy and color of the beautiful season. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260326216271/en/ Spring is in Full Bloom at the Empire State Building with New Festive Experiences, Sweet Treats, and Seasonal Tower Lighting “The Empire State Building Observation Deck has transformed into a celebration of the season and one of the best things to do in NYC this spring,” said Dan Rogoski, observatory general manager. “Whether it’s views beside our butterfly installation, sweet pop-ups, or a chance to spot the Easter Bunny, there is something special for every visitor.” Flutter of Color: The Empire State Building installed a brand-new photo opportunity on the 86th Floor Observati
Venture Global and Edison Announce Calcasieu Pass Arbitration Settlement26.3.2026 21:15:00 CET | Press release
Today, Venture Global and Edison jointly announced the signature of a commercial agreement for the settlement of the pending arbitration between the two companies concerning the Calcasieu Pass project. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260326559130/en/ Completion of the settlement is expected by the end of Q2 2026, at which point the arbitration will be terminated. The agreement fully resolves the arbitration in its entirety. As part of the settlement, Edison and Venture Global have also agreed to the delivery to Europe of additional cargoes beyond those envisaged under the long-term contract, to support gas supplies primarily to the Italian market. The first delivery is scheduled for May 2026, in Italy, at the Adriatic LNG Terminal. The agreement represents a significant step in strengthening commercial cooperation between the parties and it establishes a foundation for further future deliveries in the context
Reply Recognized as a Microsoft Frontier Partner for Enterprise AI Delivery26.3.2026 19:06:00 CET | Press release
Reply [EXM, STAR: REY] announces it has been recognized as a Microsoft Frontier Partner within the Microsoft AI Cloud Partner Program, earning the Frontier Partner Badge for demonstrating advanced capabilities in delivering AI-first solutions across Cloud & AI Platforms, AI Business Solutions, and Security. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260326965586/en/ The recognition reflects Reply’s capabilities across the Microsoft ecosystem, built through the work of its specialized companies – including Aim Reply, Business Elements Reply, Cluster Reply, Root16 Reply, Solidsoft Reply, Valorem Reply, WM Reply and Zest Reply – supporting enterprise organizations in designing, implementing, and operating AI solutions on Microsoft platforms across real-world business scenarios. The Frontier Partner badge recognizes partners that demonstrate advanced AI driven capabilities and meet rigorous badge requirements at the time of
SLB Announces Dates for First-Quarter 2026 Results Conference Call26.3.2026 18:00:00 CET | Press release
SLB (NYSE:SLB) will hold a conference call on April 24, 2026, to discuss the results for the first quarter ending March 31, 2026. The conference call is scheduled to begin at 11:00 a.m. US Eastern time and a press release regarding the results will be issued at 7:00 a.m. US Eastern time. To access the conference call, listeners should contact the Conference Call Operator at +1 (833) 470-1428 within North America or +1 (404) 975-4839 outside of North America approximately 10 minutes prior to the start of the call and the access code is 742955. A webcast of the conference call will be broadcast simultaneously at https://events.q4inc.com/attendee/972985185 on a listen-only basis. Listeners should log in 15 minutes prior to the start of the call to test their browsers and register for the webcast. Following the end of the conference call, a replay will be available at www.slb.com/irwebcast until May 1, 2026, and can be accessed by dialing +1 (866) 813-9403 within North America or +1 (929)
Andersen Consulting indgår samarbejde med Stratis Consulting i Irland26.3.2026 16:56:00 CET | Pressemeddelelse
Andersen Consulting indgår en samarbejdsaftale med Stratis Consulting, der er et Dublin-baseret firma med speciale i strategiske ansættelsesforhold, personalepolitik og arbejdspladspolitikker. Stratis Consulting blev grundlagt i 2017 og er et rådgivningsfirma, der er anerkendt for sin dybe ekspertise inden for ansættelsesforhold og ledelsesstrategi. Firmaet arbejder tæt sammen med topledere, bestyrelser og hr-ledere som betroet rådgiver for at udvikle praktiske, menneskecentrerede løsninger, der øger engagement, styrker ledelseseffektivitet og tilpasser arbejdsstyrkens strategi med langsigtede forretningsmål. Stratis Consulting støtter organisationer i forbindelse med fusioner og opkøb samt større forandringsprocesser for at sikre effektiv implementering af arbejdsstyrkestrategier. "Hos Stratis mener vi, at personalestrategi i kombination med succesfulde ansættelsesforhold er forretningsstrategi," udtalte Brendan McGinty, administrerende partner hos Stratis Consulting. "Vores mål er at
In our pressroom you can read all our latest releases, find our press contacts, images, documents and other relevant information about us.
Visit our pressroom