Marshall Wace
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Marshall Wace - overview
Established
1997
Location
London, England, UK
Primary Industry
Financial Services
About
Marshall Wace LLP, based in the UK, is a prominent investment management firm specializing in quantitative and systematic investment strategies, particularly within long/short equity markets. Founded in 1997 and headquartered in London, UK, Marshall Wace LLP offers investment management services. The firm has evolved over the years, adapting its strategies to meet market demands. The current leadership team includes CEOs Amit Rajpal, Anthony Ezenyi, Frank Johnson, Michael Sargent, and Todd B.
In September 2015, KKR acquired a 24. 9% stake in the company, with an option to increase to 39. 9%. Marshall Wace focuses on managing quantitative, systematic, and fundamental investment strategies, emphasizing long/short equity.
Utilizing proprietary systems and advanced technologies, they analyze market data to enhance risk-adjusted returns. The firm’s flagship product, MW TOPS, launched in 2002, was the first ‘Alpha Capture’ application, which has set benchmarks in systematic investment management, serving institutional investors and asset managers across North America, Europe, and Asia. In the most recent year, Marshall Wace reported a revenue of USD 1,802. 36 mn and an EBITDA of USD 789.
02 mn. The firm's revenue is generated through management fees based on assets under management and performance fees linked to their investment outcomes. Their client engagement typically involves partnerships or institutional agreements focused on tailored investment solutions. Marshall Wace intends to launch new products aimed at enhancing its investment strategies, with specific release dates yet to be announced.
The firm is also planning to expand into additional markets, focusing on regions that have shown increased demand for quantitative investment solutions by 2025. The funds raised from KKR's investment in September 2015 are anticipated to support these growth initiatives, allowing for further development of their product offerings and expansion strategies.
Current Investors
Primary Industry
Financial Services
Sub Industries
Hedge Funds, Investment Banking
Website
www.mwam.com
Verticals
FinTech
Company Stage
Mature - Buyout
Total Amount Raised
Subscriber access only
Marshall Wace - timeline of key events
Marshall Wace - financials
| Fiscal Year Ended | Feb 28, 2011 | Feb 29, 2012 | Feb 28, 2013 | Feb 28, 2014 | Feb 28, 2015 | Feb 29, 2016 | Feb 28, 2017 | Feb 28, 2018 | Feb 28, 2019 | Feb 29, 2020 | Feb 28, 2021 | Feb 28, 2022 | Feb 28, 2023 | Feb 29, 2024 | Feb 28, 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue (USD) | 63,949,960 | 60,595,767 | 104,372,110 | 259,429,439 | 278,643,714 | 509,199,232 | 387,108,964 | 646,513,515 | 803,455,741 | 569,570,000 | 957,969,000 | 1,548,865,000 | - | - | - |
| % Revenue Growth (YoY) | - | (5.2%) | 72.2% | 148.6% | 7.4% | 82.7% | (24.0%) | 67.0% | 24.3% | (29.1%) | 68.2% | 61.7% | - | - | - |
| EBITDA (USD) | 38,335,371 | 48,003,298 | 83,294,260 | 205,095,760 | 196,395,929 | 370,181,937 | 109,003,739 | 239,400,631 | 175,294,637 | 95,530,000 | 303,107,000 | 623,929,000 | - | - | - |
| Operating Income (USD) | 37,938,928 | 47,994,739 | 83,285,701 | 205,087,201 | 196,389,557 | 370,181,937 | 109,003,739 | 239,400,631 | 175,294,637 | 95,530,000 | 303,107,000 | 623,929,000 | - | - | - |
| Operating Margin | 59.3% | 79.2% | 79.8% | 79.1% | 70.5% | 72.7% | 28.2% | 37.0% | 21.8% | 16.8% | 31.6% | 40.3% | - | - | - |
| % EBITDA Margin | 59.9% | 79.2% | 79.8% | 79.1% | 70.5% | 72.7% | 28.2% | 37.0% | 21.8% | 16.8% | 31.6% | 40.3% | - | - | - |
| NET Income (USD) | 38,708,657 | 47,289,214 | 83,556,591 | 205,277,624 | 203,216,499 | 370,682,129 | 155,050,411 | 276,896,267 | 257,600,695 | 115,549,000 | 315,960,000 | 722,769,000 | - | - | - |
| % Net Margin | 60.5% | 78.0% | 80.1% | 79.1% | 72.9% | 72.8% | 40.1% | 42.8% | 32.1% | 20.3% | 33.0% | 46.7% | - | - | - |
Marshall Wace - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Buyout | Completed | Marshall Wace | - |
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Marshall Wace - employee data
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