Institutional Shareholder Services Overview

  • Founded
  • 1985
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 2,106
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 10
  • Investments
  • 17

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
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 702 King Farm Boulevard
  • Suite 400
  • Rockville, MD 20850
  • United States
+1 (646) 000-0000
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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
Consulting Services (B2B)
Rockville, MD
2,106 As of 2021
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0.000 0000-00-00
000000&0 00000

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00000 000000000 00000000
New York, NY
000000&0

000000 0

derit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupida
00000 000 00000000000 00000000 (000)
Paris, France
00.000
00.00 0000-00-00
000000&0 00.000
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Institutional Shareholder Services Competitors (5)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Empirical Research Partners Corporate Backed or Acquired New York, NY 000000&0
000000 0000000 Formerly VC-backed Paris, France 00.000 000000&0 00.000
00000 00000 Private Equity-Backed San Francisco, CA 000 000000000000
0000000 000000000 Corporate Backed or Acquired Witham, United Kingdom 00 000000&0
000000000 0000 Corporate Backed or Acquired Seattle, WA 00000 000.00 000000&0 000.00
You’re viewing 5 of 5 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 Abandoned 26-May-2017 000000000000
US-10791136-B2 System and method for empirical organizational cybersecurity risk assessment using externally-visible data Active 20-Mar-2017 00000000000 00
US-20200396246-A1 System and method for empirical organizational cybersecurity risk assessment using externally-visible data Pending 20-Mar-2017 00000000000
EP-3602434-A1 System and method for empirical organizational cybersecurity risk assessment using externally-visible data Pending 20-Mar-2017 00000000000
US-20180270266-A1 System and method for empirical organizational cybersecurity risk assessment using externally-visible data Granted 20-Mar-2017 H04L63/1433 00
To view Institutional Shareholder Services’s complete patent history, request access »

Institutional Shareholder Services Executive Team (31)

Name Title Board Seat Contact Info
Gary Retelny President, Chief Executive Officer & Member of the Global Policy Board
Allen Heery Chief Financial Officer
Alison Mintzer Managing Director
Kevin O'Leary Chief Information Officer & Chief Information Security Officer
Robert Lemmond Chief Revenue Officer
You’re viewing 5 of 31 executive team members. Get the full list »

Institutional Shareholder Services Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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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 (17)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 000 09-Dec-2021 0000000000 Media and Information Services (B2B) 000 0000
000000000 000 21-Jul-2021 0000000000 Consulting Services (B2B) 000 0000
000000 000000 01-Apr-2021 0000000000 Media and Information Services (B2B) 00000000
0000 (00000 0 21-Oct-2020 0000000000 Network Management Software
Strategic Insight 15-Mar-2019 Buyout/LBO 00000 Media and Information Services (B2B)
You’re viewing 5 of 17 investments and acquisitions. Get the full list »

Institutional Shareholder Services Subsidiaries (6)

Company Name Industry Location Founded
iiWisdom Consulting Services (B2B) San Francisco, CA 2014
0000000000000 Other Financial Services Locust Valley, NY 0000
000000 00000000 00 Media and Information Services (B2B) Stockholm, Sweden 0000
000000000 0000 Media and Information Services (B2B) Eatontown, NJ 0000
000000000 000 Media and Information Services (B2B) Scottsdale, AZ 0000
You’re viewing 5 of 6 subsidiaries. Get the full list »