Institutional Shareholder Services Overview

  • Year Founded
  • 1985

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 3,200

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 11

  • Investments
  • 19

Institutional Shareholder Services General Information

Description

Provider of corporate governance and responsible investment services intended for asset owners, asset managers, hedge funds, asset service providers and public issuers. The company provides services including objective governance research and recommendations, analytics, advisory, end-to-end proxy voting and distribution system and turnkey securities class-action claims management along with reliable global governance data and modeling tools, enabling its clients to make informed corporate governance and responsible investment decisions.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Corporate Office
  • 702 King Farm Boulevard
  • Suite 300
  • Rockville, MD 20850
  • United States
+1 (646)
Primary Industry
Media and Information Services (B2B)
Other Industries
Other Financial Services
Parent Company
Corporate Office
  • 702 King Farm Boulevard
  • Suite 300
  • Rockville, MD 20850
  • United States
+1 (646)

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Institutional Shareholder Services Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Institutional Shareholder Services Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of corporate governance and responsible investment services intended for asset owners, asset managers, hedge fu
Media and Information Services (B2B)
Rockville, MD
3,200 As of 2025

Seattle, WA
 

New York, NY
 
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Institutional Shareholder Services Competitors (14)

One of Institutional Shareholder Services’s 14 competitors is PitchBook Data, a Formerly VC-backed company based in Seattle, WA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
PitchBook Data Formerly VC-backed Seattle, WA
Moody's Investors Service Corporation New York, NY
FactSet Research Systems Corporation Norwalk, CT
Fitch Group Corporate Backed or Acquired London, United Kingdom
Sustainalytics Formerly VC-backed Amsterdam, Netherlands
You’re viewing 5 of 14 competitors. Get the full list »

Institutional Shareholder Services Patents

Institutional Shareholder Services Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20180341899-A1 Predictive and adaptive resource program management system using continuous data streams and related methods of use Inactive 26-May-2017
US-10791136-B2 System and method for empirical organizational cybersecurity risk assessment using externally-visible data Active 20-Mar-2017
US-20200396246-A1 System and method for empirical organizational cybersecurity risk assessment using externally-visible data Inactive 20-Mar-2017
EP-3602434-A1 System and method for empirical organizational cybersecurity risk assessment using externally-visible data Pending 20-Mar-2017
US-20180270266-A1 System and method for empirical organizational cybersecurity risk assessment using externally-visible data Active 20-Mar-2017 H04L63/1433
To view Institutional Shareholder Services’s complete patent history, request access »

Institutional Shareholder Services Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Institutional Shareholder Services Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Institutional Shareholder Services Investments & Acquisitions (19)

Institutional Shareholder Services’s most recent deal was a Merger/Acquisition with Celsia. The deal was made on 10-Apr-2024.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Celsia 10-Apr-2024 Merger/Acquisition Other Commercial Services
Discovery Data 09-Dec-2021 Buyout/LBO Media and Information Services (B2B)
Rainmaker Information 01-Sep-2021 Merger/Acquisition Media and Information Services (B2B)
Genesys Research 17-May-2021 Buyout/LBO Other Financial Services
Nordic Investor Services 01-Apr-2021 Buyout/LBO Media and Information Services (B2B)
You’re viewing 5 of 19 investments and acquisitions. Get the full list »

Institutional Shareholder Services Exits (1)

Institutional Shareholder Services’s most recent exit was on 10-Apr-2024 from Celsia. The exit was categorized as .

Company Name Exit Date Exit Type Exit Size Status Buyers
Celsia 10-Apr-2024 Completed
To view Institutional Shareholder Services’s complete exits history, request access »

Institutional Shareholder Services Affiliates

Subsidiaries (8)

Name Industry Location Year Founded
Celsia Oslo, Norway 2021
iiWisdom San Francisco, CA 2014
Genesys Research New York, NY 2003
Nordic Investor Services Stockholm, Sweden 2002
Discovery Data Eatontown, NJ 2002
You’re viewing 5 of 8 affiliates. Get the full list.  »

Institutional Shareholder Services FAQs

  • When was Institutional Shareholder Services founded?

    Institutional Shareholder Services was founded in 1985.

  • Where is Institutional Shareholder Services headquartered?

    Institutional Shareholder Services is headquartered in Rockville, MD.

  • What is the size of Institutional Shareholder Services?

    Institutional Shareholder Services has 3,200 total employees.

  • What industry is Institutional Shareholder Services in?

    Institutional Shareholder Services’s primary industry is Media and Information Services (B2B).

  • Is Institutional Shareholder Services a private or public company?

    Institutional Shareholder Services is a Private company.

  • What is the current valuation of Institutional Shareholder Services?

    The current valuation of Institutional Shareholder Services is .

  • What is Institutional Shareholder Services’s current revenue?

    The current revenue for Institutional Shareholder Services is .

  • How much funding has Institutional Shareholder Services raised over time?

    Institutional Shareholder Services has raised $33.8M.

  • Who are Institutional Shareholder Services’s investors?

    Genstar Capital, Proxy Monitor, RiskMetrics Group, and Vestar Capital Partners have invested in Institutional Shareholder Services.

  • Who are Institutional Shareholder Services’s competitors?

    PitchBook Data, Moody's Investors Service, FactSet Research Systems, Fitch Group, and Sustainalytics are some of the 14 competitors of Institutional Shareholder Services.

  • When was Institutional Shareholder Services acquired?

    Institutional Shareholder Services was acquired on 26-Feb-2021.

  • Who acquired Institutional Shareholder Services?

    Institutional Shareholder Services was acquired by Deutsche Börse.

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